Westside Investment Management’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 | $30.3K | Buy |
139
+109
| +363% | +$23.7K | 0.01% | 559 |
|
|
2025
Q1 | $7.32K | Hold |
30
| – | – | ﹤0.01% | 731 |
|
|
2024
Q4 | $6.37K | Hold |
30
| – | – | ﹤0.01% | 745 |
|
|
2024
Q3 | $6.74K | Hold |
30
| – | – | ﹤0.01% | 739 |
|
|
2024
Q2 | $6.32K | Buy |
+30
| New | +$6.32K | ﹤0.01% | 725 |
|
|
2018
Q4 | – | Sell |
-155
| Closed | -$12.9K | – | 764 |
|
|
2018
Q3 | $12.9K | Hold |
155
| – | – | ﹤0.01% | 443 |
|
|
2018
Q2 | $12.7K | Hold |
155
| – | – | ﹤0.01% | 511 |
|
|
2018
Q1 | $12.6K | Hold |
155
| – | – | 0.01% | 501 |
|
|
2017
Q4 | $12.7K | Hold |
155
| – | – | 0.01% | 513 |
|
|
2017
Q3 | $12.9K | Hold |
155
| – | – | 0.01% | 488 |
|
|
2017
Q2 | $12.1K | Hold |
155
| – | – | 0.01% | 490 |
|
|
2017
Q1 | $11.4K | Hold |
155
| – | – | 0.01% | 459 |
|
|
2016
Q4 | $10.5K | Buy |
+155
| New | +$10.5K | 0.01% | 384 |
|