Aberdeen 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 | $533K | Hold |
2,436
| – | – | 0.35% | 82 |
|
|
2025
Q1 | $594K | Hold |
2,436
| – | – | 0.41% | 73 |
|
|
2024
Q4 | $517K | Hold |
2,436
| – | – | 0.35% | 83 |
|
|
2024
Q3 | $543K | Hold |
2,436
| – | – | 0.36% | 85 |
|
|
2024
Q2 | $513K | Hold |
2,436
| – | – | 0.35% | 82 |
|
|
2024
Q1 | $502K | Hold |
2,436
| – | – | 0.29% | 88 |
|
|
2023
Q4 | $462K | Hold |
2,436
| – | – | 0.33% | 87 |
|
|
2023
Q3 | $464K | Hold |
2,436
| – | – | 0.35% | 79 |
|
|
2023
Q2 | $458K | Hold |
2,436
| – | – | 0.33% | 85 |
|
|
2023
Q1 | $406K | Hold |
2,436
| – | – | 0.3% | 94 |
|
|
2022
Q4 | $403K | Hold |
2,436
| – | – | 0.3% | 95 |
|
|
2022
Q3 | $364K | Hold |
2,436
| – | – | 0.32% | 88 |
|
|
2022
Q2 | $378K | Hold |
2,436
| – | – | 0.3% | 92 |
|
|
2022
Q1 | $415K | Hold |
2,436
| – | – | 0.28% | 94 |
|
|
2021
Q4 | $423K | Hold |
2,436
| – | – | 0.28% | 94 |
|
|
2021
Q3 | $369K | Hold |
2,436
| – | – | 0.36% | 92 |
|
|
2021
Q2 | $343K | Hold |
2,436
| – | – | 0.32% | 100 |
|
|
2021
Q1 | $297K | Hold |
2,436
| – | – | 0.24% | 119 |
|
|
2020
Q4 | $285K | Hold |
2,436
| – | – | 0.22% | 115 |
|
|
2020
Q3 | $279K | Sell |
2,436
-425
| -15% | -$48.7K | 0.27% | 103 |
|
|
2020
Q2 | $307K | Buy |
2,861
+425
| +17% | +$45.6K | 0.33% | 93 |
|
|
2020
Q1 | $211K | Sell |
2,436
-100
| -4% | -$8.66K | 0.26% | 108 |
|
|
2019
Q4 | $283K | Buy |
+2,536
| New | +$283K | 0.21% | 113 |
|