Bogart Wealth LLC’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 | $209K | Buy |
954
+87
| +10% | +$19K | 0.01% | 233 |
|
|
2025
Q1 | $212K | Buy |
867
+250
| +41% | +$61K | 0.01% | 218 |
|
|
2024
Q4 | $131K | Buy |
617
+36
| +6% | +$7.65K | 0.01% | 263 |
|
|
2024
Q3 | $130K | Hold |
581
| – | – | 0.01% | 274 |
|
|
2024
Q2 | $122K | Sell |
581
-9
| -2% | -$1.9K | 0.01% | 269 |
|
|
2024
Q1 | $122K | Sell |
590
-36
| -6% | -$7.42K | 0.01% | 254 |
|
|
2023
Q4 | $119K | Hold |
626
| – | – | 0.01% | 243 |
|
|
2023
Q3 | $119K | Hold |
626
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $118K | Hold |
626
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $104K | Hold |
626
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $104K | Sell |
626
-40
| -6% | -$6.62K | 0.01% | 228 |
|
|
2022
Q3 | $99K | Buy |
666
+40
| +6% | +$5.95K | 0.01% | 218 |
|
|
2022
Q2 | $97K | Hold |
626
| – | – | 0.01% | 211 |
|
|
2022
Q1 | $107K | Hold |
626
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $109K | Hold |
626
| – | – | 0.01% | 191 |
|
|
2021
Q3 | $95K | Buy |
626
+101
| +19% | +$15.3K | 0.01% | 191 |
|
|
2021
Q2 | $74K | Hold |
525
| – | – | 0.01% | 213 |
|
|
2021
Q1 | $64K | Sell |
525
-524
| -50% | -$63.9K | 0.01% | 209 |
|
|
2020
Q4 | $122K | Sell |
1,049
-516
| -33% | -$60K | 0.02% | 150 |
|
|
2020
Q3 | $179K | Buy |
+1,565
| New | +$179K | 0.04% | 126 |
|