WPI
Walter Public Investments’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Sell |
104,706
-14,420
| -12% | -$3.15M | 3.88% | 11 |
|
|
2025
Q1 | $29.1M | Buy |
119,126
+6,184
| +5% | +$1.51M | 5.42% | 2 |
|
|
2024
Q4 | $24M | Buy |
112,942
+448
| +0.4% | +$95.2K | 4.29% | 4 |
|
|
2024
Q3 | $25.1M | Buy |
112,494
+4,807
| +4% | +$1.07M | 4.38% | 4 |
|
|
2024
Q2 | $22.7M | Buy |
107,687
+13,396
| +14% | +$2.82M | 4.34% | 7 |
|
|
2024
Q1 | $19.4M | Buy |
94,291
+707
| +0.8% | +$146K | 3.8% | 9 |
|
|
2023
Q4 | $17.7M | Buy |
93,584
+8,000
| +9% | +$1.52M | 3.73% | 9 |
|
|
2023
Q3 | $16.3M | Sell |
85,584
-410
| -0.5% | -$78K | 3.86% | 9 |
|
|
2023
Q2 | $16.2M | Buy |
85,994
+10,983
| +15% | +$2.07M | 3.6% | 10 |
|
|
2023
Q1 | $12.5M | Buy |
+75,011
| New | +$12.5M | 3.77% | 13 |
|