Avion 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 | $14K | Buy |
65
+13
| +25% | +$2.8K | ﹤0.01% | 389 |
|
|
2025
Q1 | $11K | Hold |
52
| – | – | ﹤0.01% | 380 |
|
|
2024
Q4 | $11K | Buy |
52
+2
| +4% | +$423 | ﹤0.01% | 380 |
|
|
2024
Q3 | $11K | Buy |
50
+6
| +14% | +$1.32K | ﹤0.01% | 359 |
|
|
2024
Q2 | $9K | Buy |
44
+5
| +13% | +$1.02K | ﹤0.01% | 357 |
|
|
2024
Q1 | $9K | Buy |
39
+5
| +15% | +$1.15K | ﹤0.01% | 332 |
|
|
2023
Q4 | $6K | Sell |
34
-2
| -6% | -$353 | ﹤0.01% | 372 |
|
|
2023
Q3 | $6K | Buy |
36
+8
| +29% | +$1.33K | ﹤0.01% | 335 |
|
|
2023
Q2 | $4K | Buy |
28
+15
| +115% | +$2.14K | ﹤0.01% | 386 |
|
|
2023
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 389 |
|