Beverly Hills 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 | $1.52M | Sell |
6,945
-201
| -3% | -$43.9K | 0.28% | 94 |
|
|
2025
Q1 | $1.74M | Sell |
7,146
-260
| -4% | -$63.4K | 0.34% | 80 |
|
|
2024
Q4 | $1.57M | Sell |
7,406
-177
| -2% | -$37.6K | 0.32% | 88 |
|
|
2024
Q3 | $1.69M | Sell |
7,583
-1,213
| -14% | -$271K | 0.34% | 85 |
|
|
2024
Q2 | $1.85M | Sell |
8,796
-459
| -5% | -$96.7K | 0.4% | 67 |
|
|
2024
Q1 | $1.91M | Sell |
9,255
-622
| -6% | -$128K | 0.44% | 60 |
|
|
2023
Q4 | $1.87M | Sell |
9,877
-200
| -2% | -$37.9K | 0.49% | 61 |
|
|
2023
Q3 | $1.92M | Sell |
10,077
-10,373
| -51% | -$1.97M | 0.57% | 49 |
|
|
2023
Q2 | $3.88M | Buy |
20,450
+10,436
| +104% | +$1.98M | 0.64% | 48 |
|
|
2023
Q1 | $1.67M | Buy |
10,014
+1,511
| +18% | +$252K | 0.52% | 56 |
|
|
2022
Q4 | $1.41M | Buy |
+8,503
| New | +$1.41M | 0.61% | 54 |
|