Cassaday & Co Wealth Management’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 | $469K | Buy |
2,143
+45
| +2% | +$9.84K | 0.01% | 217 |
|
|
2025
Q1 | $512K | Hold |
2,098
| – | – | 0.01% | 197 |
|
|
2024
Q4 | $446K | Hold |
2,098
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $468K | Sell |
2,098
-77
| -4% | -$17.2K | 0.01% | 192 |
|
|
2024
Q2 | $458K | Buy |
2,175
+69
| +3% | +$14.5K | 0.01% | 183 |
|
|
2024
Q1 | $434K | Buy |
2,106
+53
| +3% | +$10.9K | 0.01% | 182 |
|
|
2023
Q4 | $389K | Sell |
2,053
-2
| -0.1% | -$379 | 0.01% | 181 |
|
|
2023
Q3 | $391K | Buy |
2,055
+36
| +2% | +$6.85K | 0.02% | 167 |
|
|
2023
Q2 | $380K | Sell |
2,019
-16
| -0.8% | -$3.01K | 0.02% | 175 |
|
|
2023
Q1 | $339K | Hold |
2,035
| – | – | 0.01% | 194 |
|
|
2022
Q4 | $337K | Buy |
+2,035
| New | +$337K | 0.02% | 185 |
|