Abound 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 | $15.2K | Buy |
70
+12
| +21% | +$2.61K | ﹤0.01% | 377 |
|
|
2025
Q1 | $14.1K | Sell |
58
-42
| -42% | -$10.2K | ﹤0.01% | 356 |
|
|
2024
Q4 | $21.3K | Sell |
100
-4
| -4% | -$854 | 0.01% | 273 |
|
|
2024
Q3 | $23.1K | Sell |
104
-1
| -1% | -$222 | 0.01% | 263 |
|
|
2024
Q2 | $22.1K | Sell |
105
-2
| -2% | -$420 | 0.01% | 237 |
|
|
2024
Q1 | $22K | Buy |
107
+1
| +0.9% | +$206 | 0.01% | 232 |
|
|
2023
Q4 | $20.1K | Buy |
106
+1
| +1% | +$190 | 0.01% | 257 |
|
|
2023
Q3 | $20K | Sell |
105
-15
| -13% | -$2.86K | 0.01% | 221 |
|
|
2023
Q2 | $22.6K | Buy |
120
+43
| +56% | +$8.09K | 0.01% | 204 |
|
|
2023
Q1 | $12.8K | Buy |
77
+26
| +51% | +$4.33K | 0.01% | 257 |
|
|
2022
Q4 | $8.45K | Sell |
51
-43
| -46% | -$7.12K | ﹤0.01% | 283 |
|
|
2022
Q3 | $14K | Buy |
+94
| New | +$14K | 0.01% | 239 |
|