Cascade Financial Partners’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 | $1.02M | Hold |
4,676
| – | – | 0.12% | 107 |
|
|
2025
Q1 | $1.14M | Buy |
4,676
+10
| +0.2% | +$2.44K | 0.14% | 102 |
|
|
2024
Q4 | $991K | Sell |
4,666
-470
| -9% | -$99.8K | 0.13% | 102 |
|
|
2024
Q3 | $1.14M | Hold |
5,136
| – | – | 0.14% | 94 |
|
|
2024
Q2 | $1.08M | Hold |
5,136
| – | – | 0.14% | 93 |
|
|
2024
Q1 | $1.02M | Buy |
+5,136
| New | +$1.02M | 0.15% | 100 |
|