Braun-Bostich & Associates’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 | $261K | Sell |
1,194
-87
| -7% | -$19K | 0.18% | 96 |
|
|
2025
Q1 | $313K | Buy |
1,281
+67
| +6% | +$16.4K | 0.23% | 80 |
|
|
2024
Q4 | $258K | Sell |
1,214
-174
| -13% | -$37K | 0.19% | 88 |
|
|
2024
Q3 | $310K | Buy |
1,388
+121
| +10% | +$27K | 0.22% | 77 |
|
|
2024
Q2 | $267K | Buy |
+1,267
| New | +$267K | 0.2% | 85 |
|
|
2020
Q3 | – | Sell |
-114
| Closed | -$12K | – | 302 |
|
|
2020
Q2 | $12K | Hold |
114
| – | – | 0.01% | 207 |
|
|
2020
Q1 | $9K | Hold |
114
| – | – | 0.01% | 218 |
|
|
2019
Q4 | $13K | Buy |
+114
| New | +$13K | 0.01% | 217 |
|
|
2019
Q3 | – | Sell |
-114
| Closed | -$11K | – | 215 |
|
|
2019
Q2 | $11K | Hold |
114
| – | – | 0.01% | 258 |
|
|
2019
Q1 | $11K | Sell |
114
-434
| -79% | -$41.9K | 0.01% | 261 |
|
|
2018
Q4 | $44K | Buy |
548
+114
| +26% | +$9.15K | 0.05% | 182 |
|
|
2018
Q3 | $36K | Buy |
434
+301
| +226% | +$25K | 0.03% | 189 |
|
|
2018
Q2 | $11K | Hold |
133
| – | – | 0.01% | 251 |
|
|
2018
Q1 | $11K | Hold |
133
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $11K | Buy |
+133
| New | +$11K | 0.01% | 250 |
|