44 Wealth 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 | $601K | Buy |
2,749
+118
| +4% | +$25.8K | 0.21% | 129 |
|
|
2025
Q1 | $642K | Sell |
2,631
-117
| -4% | -$28.6K | 0.24% | 118 |
|
|
2024
Q4 | $584K | Sell |
2,748
-228
| -8% | -$48.4K | 0.22% | 120 |
|
|
2024
Q3 | $665K | Buy |
+2,976
| New | +$665K | 0.23% | 115 |
|
|
2023
Q2 | $600K | Sell |
3,190
-41
| -1% | -$7.71K | 0.2% | 95 |
|
|
2023
Q1 | $538K | Sell |
3,231
-20
| -0.6% | -$3.33K | 0.18% | 103 |
|
|
2022
Q4 | $538K | Sell |
3,251
-103
| -3% | -$17K | 0.19% | 102 |
|
|
2022
Q3 | $501K | Hold |
3,354
| – | – | 0.21% | 102 |
|
|
2022
Q2 | $521K | Buy |
3,354
+18
| +0.5% | +$2.8K | 0.2% | 103 |
|
|
2022
Q1 | $569K | Sell |
3,336
-404
| -11% | -$68.9K | 0.21% | 106 |
|
|
2021
Q4 | $650K | Buy |
3,740
+448
| +14% | +$77.9K | 0.23% | 93 |
|
|
2021
Q3 | $499K | Sell |
3,292
-192
| -6% | -$29.1K | 0.19% | 106 |
|
|
2021
Q2 | $490K | Buy |
3,484
+122
| +4% | +$17.2K | 0.19% | 111 |
|
|
2021
Q1 | $409K | Buy |
3,362
+290
| +9% | +$35.3K | 0.17% | 115 |
|
|
2020
Q4 | $359K | Buy |
+3,072
| New | +$359K | 0.16% | 110 |
|