Centerpoint Advisors’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 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 368 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$1K | – | 537 |
|
|
2023
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 514 |
|
|
2023
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 513 |
|
|
2023
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 511 |
|
|
2020
Q3 | – | Sell |
-55
| Closed | -$6K | – | 259 |
|
|
2020
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 187 |
|
|
2020
Q1 | $5K | Hold |
55
| – | – | 0.01% | 181 |
|
|
2019
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 198 |
|
|
2019
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 188 |
|
|
2019
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 190 |
|
|
2019
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 187 |
|
|
2018
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 190 |
|
|
2018
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 177 |
|
|
2018
Q2 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 210 |
|