X-Square Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,957
| Closed | -$623K | – | 167 |
|
|
2024
Q2 | $623K | Buy |
2,957
+51
| +2% | +$10.7K | 0.29% | 88 |
|
|
2024
Q1 | $599K | Buy |
2,906
+121
| +4% | +$24.9K | 0.28% | 91 |
|
|
2023
Q4 | $528K | Hold |
2,785
| – | – | 0.29% | 100 |
|
|
2023
Q3 | $524K | Hold |
2,785
| – | – | 0.35% | 86 |
|
|
2023
Q2 | $524K | Hold |
2,785
| – | – | 0.35% | 86 |
|
|
2023
Q1 | $464K | Sell |
2,785
-263
| -9% | -$43.8K | 0.27% | 104 |
|
|
2022
Q4 | $504K | Buy |
3,048
+121
| +4% | +$20K | 0.29% | 103 |
|
|
2022
Q3 | $437K | Buy |
2,927
+23
| +0.8% | +$3.43K | 0.28% | 97 |
|
|
2022
Q2 | $451K | Buy |
2,904
+166
| +6% | +$25.8K | 0.27% | 98 |
|
|
2022
Q1 | $467K | Buy |
2,738
+219
| +9% | +$37.4K | 0.24% | 101 |
|
|
2021
Q4 | $438K | Buy |
2,519
+277
| +12% | +$48.2K | 0.22% | 108 |
|
|
2021
Q3 | $340K | Buy |
2,242
+459
| +26% | +$69.6K | 0.18% | 115 |
|
|
2021
Q2 | $246K | Buy |
+1,783
| New | +$246K | 0.12% | 124 |
|