Whalerock Point Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,206
| Closed | -$256K | – | 189 |
|
|
2024
Q4 | $256K | Hold |
1,206
| – | – | 0.06% | 162 |
|
|
2024
Q3 | $269K | Buy |
1,206
+143
| +13% | +$31.9K | 0.06% | 161 |
|
|
2024
Q2 | $224K | Hold |
1,063
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $219K | Hold |
1,063
| – | – | 0.06% | 165 |
|
|
2023
Q4 | $201K | Hold |
1,063
| – | – | 0.06% | 160 |
|
|
2023
Q3 | $202K | Hold |
1,063
| – | – | 0.07% | 152 |
|
|
2023
Q2 | $200K | Buy |
+1,063
| New | +$200K | 0.07% | 151 |
|