CWM
C2C Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Hold |
2,580
| – | – | 0.51% | 45 |
|
|
2025
Q1 | $630K | Hold |
2,580
| – | – | 0.59% | 41 |
|
|
2024
Q4 | $548K | Hold |
2,580
| – | – | 0.51% | 44 |
|
|
2024
Q3 | $563K | Hold |
2,580
| – | – | 0.52% | 44 |
|
|
2024
Q2 | $544K | Hold |
2,580
| – | – | 0.53% | 44 |
|
|
2024
Q1 | $531K | Hold |
2,580
| – | – | 0.53% | 45 |
|
|
2023
Q4 | $487K | Hold |
2,580
| – | – | 0.41% | 55 |
|
|
2023
Q3 | $486K | Hold |
2,580
| – | – | 0.07% | 151 |
|
|
2023
Q2 | $487K | Hold |
2,580
| – | – | 0.06% | 154 |
|
|
2023
Q1 | $439K | Hold |
2,580
| – | – | 0.07% | 157 |
|
|
2022
Q4 | $439K | Hold |
2,580
| – | – | 0.08% | 109 |
|
|
2022
Q3 | $409K | Hold |
2,580
| – | – | 0.08% | 114 |
|
|
2022
Q2 | $395K | Hold |
2,580
| – | – | 0.07% | 122 |
|
|
2022
Q1 | $448K | Hold |
2,580
| – | – | 0.08% | 123 |
|
|
2021
Q4 | $448K | Buy |
+2,580
| New | +$448K | 0.06% | 134 |
|