Carson Wealth (CWM LLC)’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Sell |
22,665
-3,484
| -13% | -$762K | 0.02% | 587 |
|
|
2025
Q1 | $6.38M | Buy |
26,149
+2,044
| +8% | +$499K | 0.03% | 454 |
|
|
2024
Q4 | $5.12M | Buy |
24,105
+2,055
| +9% | +$436K | 0.02% | 472 |
|
|
2024
Q3 | $4.92M | Buy |
22,050
+523
| +2% | +$117K | 0.02% | 444 |
|
|
2024
Q2 | $4.54M | Buy |
21,527
+121
| +0.6% | +$25.5K | 0.02% | 438 |
|
|
2024
Q1 | $4.41M | Sell |
21,406
-39
| -0.2% | -$8.03K | 0.02% | 443 |
|
|
2023
Q4 | $4.06M | Sell |
21,445
-258
| -1% | -$48.9K | 0.02% | 436 |
|
|
2023
Q3 | $4.13M | Sell |
21,703
-268
| -1% | -$51K | 0.03% | 400 |
|
|
2023
Q2 | $4.13M | Buy |
21,971
+45
| +0.2% | +$8.46K | 0.03% | 378 |
|
|
2023
Q1 | $3.65M | Buy |
21,926
+939
| +4% | +$156K | 0.02% | 381 |
|
|
2022
Q4 | $3.47M | Buy |
20,987
+4,283
| +26% | +$709K | 0.03% | 371 |
|
|
2022
Q3 | $2.49M | Buy |
16,704
+1,769
| +12% | +$264K | 0.02% | 390 |
|
|
2022
Q2 | $2.32M | Buy |
14,935
+3,846
| +35% | +$597K | 0.02% | 393 |
|
|
2022
Q1 | $1.89M | Buy |
11,089
+1,045
| +10% | +$178K | 0.01% | 414 |
|
|
2021
Q4 | $1.75M | Buy |
+10,044
| New | +$1.75M | 0.01% | 460 |
|
|
2021
Q2 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2021
Q1 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2020
Q4 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2020
Q3 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2020
Q2 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2020
Q1 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2019
Q4 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2019
Q3 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2019
Q2 | $1.36M | Hold |
9,690
| – | – | 0.01% | 512 |
|
|
2019
Q1 | $1.36M | Buy |
9,690
+7,749
| +399% | +$1.09M | 0.01% | 512 |
|
|
2018
Q4 | $155K | Buy |
1,941
+132
| +7% | +$10.5K | ﹤0.01% | 650 |
|
|
2018
Q3 | $150K | Buy |
1,809
+23
| +1% | +$1.91K | ﹤0.01% | 560 |
|
|
2018
Q2 | $146K | Sell |
1,786
-3
| -0.2% | -$245 | ﹤0.01% | 467 |
|
|
2018
Q1 | $148K | Buy |
1,789
+16
| +0.9% | +$1.32K | 0.01% | 399 |
|
|
2017
Q4 | $144K | Sell |
1,773
-83
| -4% | -$6.74K | 0.01% | 382 |
|
|
2017
Q3 | $156K | Buy |
1,856
+82
| +5% | +$6.89K | 0.01% | 354 |
|
|
2017
Q2 | $138K | Buy |
1,774
+13
| +0.7% | +$1.01K | 0.01% | 350 |
|
|
2017
Q1 | $130K | Buy |
1,761
+1,698
| +2,695% | +$125K | 0.01% | 334 |
|
|
2016
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 881 |
|