Clearstead Trust’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 | $174K | Buy |
795
+315
| +66% | +$68.9K | 0.03% | 185 |
|
|
2025
Q1 | $117K | Buy |
480
+450
| +1,500% | +$110K | 0.03% | 195 |
|
|
2024
Q4 | $6.37K | Sell |
30
-4
| -12% | -$850 | ﹤0.01% | 380 |
|
|
2024
Q3 | $7.59K | Sell |
34
-21
| -38% | -$4.69K | ﹤0.01% | 362 |
|
|
2024
Q2 | $11.6K | Hold |
55
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $11.3K | Hold |
55
| – | – | ﹤0.01% | 345 |
|
|
2023
Q4 | $10.4K | Hold |
55
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $10.5K | Buy |
+55
| New | +$10.5K | ﹤0.01% | 340 |
|