Apollon 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 | $12.9M | Sell |
59,094
-1,486
| -2% | -$325K | 0.26% | 74 |
|
|
2025
Q1 | $14.8M | Sell |
60,580
-3,263
| -5% | -$796K | 0.33% | 62 |
|
|
2024
Q4 | $13.6M | Buy |
63,843
+1,573
| +3% | +$334K | 0.31% | 64 |
|
|
2024
Q3 | $13.9M | Buy |
62,270
+2,003
| +3% | +$447K | 0.39% | 52 |
|
|
2024
Q2 | $12.7M | Buy |
60,267
+1,696
| +3% | +$357K | 0.39% | 51 |
|
|
2024
Q1 | $12.1M | Sell |
58,571
-216
| -0.4% | -$44.5K | 0.38% | 52 |
|
|
2023
Q4 | $11.1M | Buy |
58,787
+1,923
| +3% | +$364K | 0.38% | 50 |
|
|
2023
Q3 | $10.8M | Buy |
56,864
+21,081
| +59% | +$4.01M | 0.54% | 38 |
|
|
2023
Q2 | $6.73M | Buy |
35,783
+186
| +0.5% | +$35K | 0.32% | 63 |
|
|
2023
Q1 | $5.93M | Sell |
35,597
-532
| -1% | -$88.6K | 0.36% | 55 |
|
|
2022
Q4 | $5.98M | Sell |
36,129
-55
| -0.2% | -$9.1K | 0.42% | 44 |
|
|
2022
Q3 | $5.4M | Buy |
36,184
+3,085
| +9% | +$461K | 0.45% | 41 |
|
|
2022
Q2 | $5.14M | Sell |
33,099
-4,066
| -11% | -$631K | 0.43% | 43 |
|
|
2022
Q1 | $6.33M | Sell |
37,165
-21,891
| -37% | -$3.73M | 0.45% | 41 |
|
|
2021
Q4 | $10.3M | Buy |
59,056
+41,489
| +236% | +$7.21M | 0.77% | 18 |
|
|
2021
Q3 | $2.66M | Buy |
17,567
+3,054
| +21% | +$462K | 0.36% | 53 |
|
|
2021
Q2 | $2.04M | Buy |
14,513
+130
| +0.9% | +$18.3K | 0.37% | 49 |
|
|
2021
Q1 | $1.75M | Buy |
+14,383
| New | +$1.75M | 0.34% | 56 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$4K | – | 483 |
|
|
2020
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 584 |
|