Axxcess Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
14,308
-1,448
| -9% | -$317K | 0.07% | 213 |
|
|
2025
Q1 | $3.84M | Sell |
15,756
-5,785
| -27% | -$1.41M | 0.1% | 163 |
|
|
2024
Q4 | $4.58M | Sell |
21,541
-201
| -0.9% | -$42.7K | 0.11% | 144 |
|
|
2024
Q3 | $4.85M | Sell |
21,742
-205
| -0.9% | -$45.7K | 0.12% | 141 |
|
|
2024
Q2 | $4.62M | Buy |
21,947
+21
| +0.1% | +$4.43K | 0.12% | 140 |
|
|
2024
Q1 | $4.52M | Buy |
21,926
+813
| +4% | +$167K | 0.12% | 136 |
|
|
2023
Q4 | $4M | Buy |
21,113
+7,869
| +59% | +$1.49M | 0.12% | 145 |
|
|
2023
Q3 | $2.52M | Buy |
13,244
+10,022
| +311% | +$1.91M | 0.09% | 173 |
|
|
2023
Q2 | $606K | Sell |
3,222
-141
| -4% | -$26.5K | 0.04% | 306 |
|
|
2023
Q1 | $560K | Buy |
3,363
+1,267
| +60% | +$211K | 0.04% | 350 |
|
|
2022
Q4 | $347K | Buy |
2,096
+134
| +7% | +$22.2K | 0.03% | 424 |
|
|
2022
Q3 | $293K | Buy |
1,962
+459
| +31% | +$68.5K | 0.03% | 404 |
|
|
2022
Q2 | $233K | Buy |
1,503
+67
| +5% | +$10.4K | 0.02% | 454 |
|
|
2022
Q1 | $245K | Buy |
1,436
+203
| +16% | +$34.6K | 0.02% | 526 |
|
|
2021
Q4 | $214K | Buy |
+1,233
| New | +$214K | 0.02% | 572 |
|