Capital Wealth Planning’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 | $306K | Hold |
1,400
| – | – | ﹤0.01% | 129 |
|
|
2025
Q1 | $342K | Hold |
1,400
| – | – | ﹤0.01% | 123 |
|
|
2024
Q4 | $297K | Sell |
1,400
-196
| -12% | -$41.6K | ﹤0.01% | 121 |
|
|
2024
Q3 | $356K | Hold |
1,596
| – | – | ﹤0.01% | 121 |
|
|
2024
Q2 | $336K | Buy |
1,596
+196
| +14% | +$41.3K | ﹤0.01% | 110 |
|
|
2024
Q1 | $288K | Hold |
1,400
| – | – | ﹤0.01% | 120 |
|
|
2023
Q4 | $265K | Hold |
1,400
| – | – | ﹤0.01% | 132 |
|
|
2023
Q3 | $266K | Hold |
1,400
| – | – | ﹤0.01% | 128 |
|
|
2023
Q2 | $263K | Sell |
1,400
-74
| -5% | -$13.9K | ﹤0.01% | 119 |
|
|
2023
Q1 | $245K | Buy |
1,474
+74
| +5% | +$12.3K | ﹤0.01% | 127 |
|
|
2022
Q4 | $232K | Hold |
1,400
| – | – | ﹤0.01% | 91 |
|
|
2022
Q3 | $209K | Buy |
+1,400
| New | +$209K | ﹤0.01% | 85 |
|
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$239K | – | 90 |
|
|
2022
Q1 | $239K | Hold |
1,400
| – | – | ﹤0.01% | 85 |
|
|
2021
Q4 | $243K | Buy |
+1,400
| New | +$243K | 0.01% | 95 |
|