Alpha Financial Partners’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 | $231K | Sell |
1,056
-21
| -2% | -$4.59K | 0.17% | 76 |
|
|
2025
Q1 | $263K | Buy |
1,077
+4
| +0.4% | +$977 | 0.21% | 64 |
|
|
2024
Q4 | $228K | Buy |
+1,073
| New | +$228K | 0.18% | 70 |
|
|
2023
Q4 | – | Sell |
-1,582
| Closed | -$301K | – | 86 |
|
|
2023
Q3 | $301K | Sell |
1,582
-31
| -2% | -$5.9K | 0.35% | 53 |
|
|
2023
Q2 | $303K | Sell |
1,613
-35
| -2% | -$6.58K | 0.32% | 63 |
|
|
2023
Q1 | $274K | Sell |
1,648
-100
| -6% | -$16.7K | 0.31% | 67 |
|
|
2022
Q4 | $289K | Buy |
+1,748
| New | +$289K | 0.35% | 59 |
|