Advance Capital 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 | $963K | Buy |
4,406
+111
| +3% | +$24.3K | 0.04% | 61 |
|
|
2025
Q1 | $1.05M | Buy |
4,295
+8
| +0.2% | +$1.95K | 0.05% | 52 |
|
|
2024
Q4 | $911K | Sell |
4,287
-7
| -0.2% | -$1.49K | 0.04% | 54 |
|
|
2024
Q3 | $958K | Hold |
4,294
| – | – | 0.04% | 53 |
|
|
2024
Q2 | $905K | Buy |
4,294
+2
| +0% | +$421 | 0.04% | 53 |
|
|
2024
Q1 | $884K | Sell |
4,292
-6
| -0.1% | -$1.24K | 0.06% | 50 |
|
|
2023
Q4 | $814K | Buy |
4,298
+2,514
| +141% | +$476K | 0.06% | 42 |
|
|
2023
Q3 | $339K | Buy |
+1,784
| New | +$339K | 0.03% | 87 |
|