West Coast Financial’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-66,483
| Closed | -$16.2M | – | 97 |
|
|
2025
Q1 | $16.2M | Sell |
66,483
-1,332
| -2% | -$325K | 1.85% | 11 |
|
|
2024
Q4 | $14.4M | Buy |
67,815
+941
| +1% | +$200K | 1.59% | 11 |
|
|
2024
Q3 | $14.9M | Buy |
66,874
+763
| +1% | +$170K | 1.64% | 12 |
|
|
2024
Q2 | $13.9M | Buy |
66,111
+579
| +0.9% | +$122K | 1.65% | 12 |
|
|
2024
Q1 | $13.5M | Buy |
65,532
+64
| +0.1% | +$13.2K | 1.64% | 17 |
|
|
2023
Q4 | $12.4M | Buy |
65,468
+6,276
| +11% | +$1.19M | 1.63% | 14 |
|
|
2023
Q3 | $11.3M | Buy |
59,192
+1,221
| +2% | +$232K | 1.68% | 13 |
|
|
2023
Q2 | $10.9M | Buy |
57,971
+409
| +0.7% | +$76.9K | 1.54% | 15 |
|
|
2023
Q1 | $9.59M | Sell |
57,562
-314
| -0.5% | -$52.3K | 1.47% | 17 |
|
|
2022
Q4 | $9.58M | Buy |
57,876
+24,857
| +75% | +$4.11M | 1.62% | 16 |
|
|
2022
Q3 | $4.93M | Buy |
+33,019
| New | +$4.93M | 0.91% | 36 |
|