Cherry Tree 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 | $26.7K | Sell |
122
-10
| -8% | -$2.19K | 0.01% | 307 |
|
|
2025
Q1 | $32.2K | Hold |
132
| – | – | 0.01% | 295 |
|
|
2024
Q4 | $28K | Buy |
132
+3
| +2% | +$637 | 0.01% | 300 |
|
|
2024
Q3 | $28.8K | Hold |
129
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $27.2K | Hold |
129
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $26.6K | Hold |
129
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $24.4K | Hold |
129
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $24.5K | Buy |
129
+40
| +45% | +$7.61K | 0.01% | 280 |
|
|
2023
Q2 | $16.7K | Buy |
+89
| New | +$16.7K | ﹤0.01% | 302 |
|