Carolinas Wealth Consulting’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 | – | Sell |
-2,117
| Closed | -$517K | – | 581 |
|
|
2025
Q1 | $517K | Buy |
2,117
+12
| +0.6% | +$2.93K | 0.11% | 97 |
|
|
2024
Q4 | $447K | Sell |
2,105
-11
| -0.5% | -$2.34K | 0.09% | 115 |
|
|
2024
Q3 | $472K | Buy |
2,116
+100
| +5% | +$22.3K | 0.09% | 114 |
|
|
2024
Q2 | $425K | Sell |
2,016
-24
| -1% | -$5.06K | 0.08% | 118 |
|
|
2024
Q1 | $420K | Buy |
2,040
+4
| +0.2% | +$824 | 0.08% | 110 |
|
|
2023
Q4 | $386K | Hold |
2,036
| – | – | 0.08% | 105 |
|
|
2023
Q3 | $386K | Sell |
2,036
-14
| -0.7% | -$2.66K | 0.1% | 99 |
|
|
2023
Q2 | $386K | Sell |
2,050
-46
| -2% | -$8.65K | 0.08% | 121 |
|
|
2023
Q1 | $349K | Sell |
2,096
-25
| -1% | -$4.17K | 0.07% | 125 |
|
|
2022
Q4 | $351K | Sell |
2,121
-21
| -1% | -$3.48K | 0.08% | 122 |
|
|
2022
Q3 | $320K | Hold |
2,142
| – | – | 0.08% | 115 |
|
|
2022
Q2 | $332K | Buy |
2,142
+1
| +0% | +$155 | 0.08% | 114 |
|
|
2022
Q1 | $365K | Buy |
2,141
+30
| +1% | +$5.11K | 0.08% | 112 |
|
|
2021
Q4 | $367K | Buy |
2,111
+506
| +32% | +$88K | 0.08% | 113 |
|
|
2021
Q3 | $243K | Sell |
1,605
-852
| -35% | -$129K | 0.06% | 141 |
|
|
2021
Q2 | $346K | Sell |
2,457
-117
| -5% | -$16.5K | 0.08% | 115 |
|
|
2021
Q1 | $314K | Buy |
2,574
+3
| +0.1% | +$366 | 0.08% | 119 |
|
|
2020
Q4 | $301K | Buy |
2,571
+55
| +2% | +$6.44K | 0.08% | 120 |
|
|
2020
Q3 | $289K | Buy |
2,516
+2,392
| +1,929% | +$275K | 0.1% | 94 |
|
|
2020
Q2 | $13K | Buy |
+124
| New | +$13K | 0.01% | 321 |
|