West Family Investments’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 | $1.28M | Buy |
5,858
+980
| +20% | +$214K | 0.33% | 66 |
|
|
2025
Q1 | $1.19M | Hold |
4,878
| – | – | 0.45% | 43 |
|
|
2024
Q4 | $1.04M | Sell |
4,878
-112
| -2% | -$23.8K | 0.36% | 54 |
|
|
2024
Q3 | $1.11M | Buy |
4,990
+288
| +6% | +$64.3K | 0.38% | 56 |
|
|
2024
Q2 | $991K | Buy |
4,702
+88
| +2% | +$18.5K | 0.3% | 68 |
|
|
2024
Q1 | $950K | Buy |
4,614
+194
| +4% | +$40K | 0.29% | 67 |
|
|
2023
Q4 | $837K | Buy |
4,420
+41
| +0.9% | +$7.77K | 0.28% | 69 |
|
|
2023
Q3 | $833K | Hold |
4,379
| – | – | 0.29% | 71 |
|
|
2023
Q2 | $824K | Buy |
4,379
+48
| +1% | +$9.03K | 0.32% | 70 |
|
|
2023
Q1 | $721K | Hold |
4,331
| – | – | 0.29% | 73 |
|
|
2022
Q4 | $717K | Hold |
4,331
| – | – | 0.24% | 73 |
|
|
2022
Q3 | $647K | Sell |
4,331
-167
| -4% | -$24.9K | 0.27% | 79 |
|
|
2022
Q2 | $698K | Sell |
4,498
-337
| -7% | -$52.3K | 0.28% | 72 |
|
|
2022
Q1 | $824K | Hold |
4,835
| – | – | 0.23% | 72 |
|
|
2021
Q4 | $840K | Sell |
4,835
-210
| -4% | -$36.5K | 0.23% | 80 |
|
|
2021
Q3 | $764K | Buy |
5,045
+411
| +9% | +$62.2K | 0.2% | 94 |
|
|
2021
Q2 | $652K | Buy |
+4,634
| New | +$652K | 0.18% | 95 |
|