AA Financial 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 | $1.19M | Buy |
5,448
+247
| +5% | +$54K | 0.26% | 64 |
|
|
2025
Q1 | $1.27M | Hold |
5,201
| – | – | 0.31% | 63 |
|
|
2024
Q4 | $1.1M | Hold |
5,201
| – | – | 0.29% | 63 |
|
|
2024
Q3 | $1.16M | Hold |
5,201
| – | – | 0.34% | 64 |
|
|
2024
Q2 | $1.1M | Sell |
5,201
-106
| -2% | -$22.3K | 0.39% | 63 |
|
|
2024
Q1 | $1.09M | Buy |
+5,307
| New | +$1.09M | 0.44% | 58 |
|