Ashton Thomas Private Wealth’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 | $1.74M | Buy |
7,956
+1,240
| +18% | +$271K | 0.06% | 303 |
|
|
2025
Q1 | $1.64M | Buy |
6,716
+669
| +11% | +$163K | 0.06% | 287 |
|
|
2024
Q4 | $1.28M | Buy |
6,047
+3,432
| +131% | +$729K | 0.05% | 337 |
|
|
2024
Q3 | $583K | Buy |
2,615
+661
| +34% | +$147K | 0.03% | 415 |
|
|
2024
Q2 | $412K | Sell |
1,954
-1,162
| -37% | -$245K | 0.02% | 454 |
|
|
2024
Q1 | $642K | Buy |
3,116
+290
| +10% | +$59.7K | 0.04% | 377 |
|
|
2023
Q4 | $535K | Buy |
2,826
+416
| +17% | +$78.8K | 0.03% | 405 |
|
|
2023
Q3 | $459K | Sell |
2,410
-84
| -3% | -$16K | 0.03% | 407 |
|
|
2023
Q2 | $469K | Buy |
2,494
+873
| +54% | +$164K | 0.04% | 401 |
|
|
2023
Q1 | $270K | Sell |
1,621
-3,331
| -67% | -$555K | 0.02% | 436 |
|
|
2022
Q4 | $819K | Buy |
+4,952
| New | +$819K | 0.08% | 263 |
|