BWM
BNC Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
22,403
-381
| -2% | -$83.3K | 1.45% | 23 |
|
|
2025
Q1 | $5.56M | Sell |
22,784
-1,688
| -7% | -$412K | 2% | 12 |
|
|
2024
Q4 | $5.2M | Sell |
24,472
-68
| -0.3% | -$14.4K | 1.71% | 19 |
|
|
2024
Q3 | $5.47M | Sell |
24,540
-461
| -2% | -$103K | 2.02% | 15 |
|
|
2024
Q2 | $5.27M | Sell |
25,001
-500
| -2% | -$105K | 1.96% | 15 |
|
|
2024
Q1 | $5.25M | Sell |
25,501
-779
| -3% | -$160K | 2.25% | 12 |
|
|
2023
Q4 | $4.98M | Hold |
26,280
| – | – | 2.35% | 11 |
|
|
2023
Q3 | $5M | Hold |
26,280
| – | – | 2.68% | 8 |
|
|
2023
Q2 | $4.94M | Sell |
26,280
-2,978
| -10% | -$560K | 2.62% | 7 |
|
|
2023
Q1 | $4.87M | Sell |
29,258
-150
| -0.5% | -$25K | 2.72% | 7 |
|
|
2022
Q4 | $4.87M | Hold |
29,408
| – | – | 2.88% | 8 |
|
|
2022
Q3 | $4.39M | Hold |
29,408
| – | – | 2.65% | 7 |
|
|
2022
Q2 | $4.57M | Hold |
29,408
| – | – | 2.39% | 9 |
|
|
2022
Q1 | $5.01M | Buy |
29,408
+34
| +0.1% | +$5.8K | 2.47% | 8 |
|
|
2021
Q4 | $5.11M | Sell |
29,374
-215
| -0.7% | -$37.4K | 2.42% | 8 |
|
|
2021
Q3 | $4.48M | Hold |
29,589
| – | – | 2.66% | 8 |
|
|
2021
Q2 | $4.16M | Sell |
29,589
-20,688
| -41% | -$2.91M | 2.52% | 9 |
|
|
2021
Q1 | $6.12M | Sell |
50,277
-445
| -0.9% | -$54.2K | 4.35% | 5 |
|
|
2020
Q4 | $5.93M | Hold |
50,722
| – | – | 3.75% | 5 |
|
|
2020
Q3 | $5.82M | Buy |
+50,722
| New | +$5.82M | 4.09% | 4 |
|