Austin 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 | $208K | Sell |
950
-533
| -36% | -$117K | 0.02% | 273 |
|
|
2025
Q1 | $362K | Buy |
1,483
+25
| +2% | +$6.1K | 0.03% | 191 |
|
|
2024
Q4 | $310K | Buy |
1,458
+223
| +18% | +$47.4K | 0.03% | 193 |
|
|
2024
Q3 | $276K | Buy |
1,235
+38
| +3% | +$8.48K | 0.03% | 193 |
|
|
2024
Q2 | $252K | Buy |
1,197
+31
| +3% | +$6.53K | 0.03% | 198 |
|
|
2024
Q1 | $237K | Buy |
+1,166
| New | +$237K | 0.03% | 201 |
|