Aveo Capital 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
Q1 | – | Sell |
-1,322
| Closed | -$281K | – | 279 |
|
|
2024
Q4 | $281K | Sell |
1,322
-62
| -4% | -$13.2K | 0.03% | 297 |
|
|
2024
Q3 | $309K | Buy |
1,384
+111
| +9% | +$24.8K | 0.03% | 278 |
|
|
2024
Q2 | $268K | Buy |
1,273
+36
| +3% | +$7.59K | 0.03% | 270 |
|
|
2024
Q1 | $246K | Buy |
+1,237
| New | +$246K | 0.03% | 320 |
|