9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $690K | Buy |
3,093
+121
| +4% | +$27K | 0.1% | 161 |
|
|
2024
Q2 | $626K | Buy |
2,972
+3
| +0.1% | +$632 | 0.1% | 166 |
|
|
2024
Q1 | $612K | Buy |
2,969
+2
| +0.1% | +$412 | 0.1% | 172 |
|
|
2023
Q4 | $562K | Sell |
2,967
-70
| -2% | -$13.3K | 0.1% | 165 |
|
|
2023
Q3 | $578K | Hold |
3,037
| – | – | 0.11% | 162 |
|
|
2023
Q2 | $571K | Hold |
3,037
| – | – | 0.11% | 162 |
|
|
2023
Q1 | $506K | Sell |
3,037
-13
| -0.4% | -$2.17K | 0.1% | 174 |
|
|
2022
Q4 | $505K | Buy |
3,050
+1,251
| +70% | +$207K | 0.11% | 170 |
|
|
2022
Q3 | $269K | Sell |
1,799
-174
| -9% | -$26K | 0.07% | 261 |
|
|
2022
Q2 | $306K | Buy |
+1,973
| New | +$306K | 0.08% | 246 |
|