Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $391K | Buy |
1,841
+43
| +2% | +$9.13K | 0.14% | 75 |
|
|
2024
Q3 | $401K | Hold |
1,798
| – | – | 0.15% | 74 |
|
|
2024
Q2 | $379K | Hold |
1,798
| – | – | 0.15% | 72 |
|
|
2024
Q1 | $370K | Hold |
1,798
| – | – | 0.17% | 75 |
|
|
2023
Q4 | $341K | Hold |
1,798
| – | – | 0.17% | 73 |
|
|
2023
Q3 | $342K | Buy |
1,798
+33
| +2% | +$6.28K | 0.19% | 70 |
|
|
2023
Q2 | $332K | Hold |
1,765
| – | – | 0.18% | 78 |
|
|
2023
Q1 | $295K | Hold |
1,765
| – | – | 0.14% | 84 |
|
|
2022
Q4 | $292K | Sell |
1,765
-8
| -0.5% | -$1.32K | 0.18% | 83 |
|
|
2022
Q3 | $265K | Hold |
1,773
| – | – | 0.15% | 87 |
|
|
2022
Q2 | $275K | Hold |
1,773
| – | – | 0.14% | 83 |
|
|
2022
Q1 | $302K | Sell |
1,773
-3
| -0.2% | -$511 | 0.15% | 87 |
|
|
2021
Q4 | $309K | Buy |
+1,776
| New | +$309K | 0.19% | 76 |
|