World Investment Advisors’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 | $4.1M | Sell |
18,731
-1,137
| -6% | -$249K | 0.09% | 242 |
|
|
2025
Q1 | $4.85M | Buy |
19,868
+1,647
| +9% | +$402K | 0.13% | 191 |
|
|
2024
Q4 | $3.87M | Buy |
18,221
+998
| +6% | +$212K | 0.11% | 214 |
|
|
2024
Q3 | $3.84M | Buy |
17,223
+3,962
| +30% | +$884K | 0.12% | 193 |
|
|
2024
Q2 | $2.79M | Buy |
13,261
+7,935
| +149% | +$1.67M | 0.17% | 125 |
|
|
2024
Q1 | $2.66M | Sell |
5,326
-7,495
| -58% | -$3.74M | 0.38% | 63 |
|
|
2023
Q4 | $2.43M | Buy |
+12,821
| New | +$2.43M | 0.32% | 70 |
|