Concord Wealth Partners’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 | $1.32M | Sell |
6,033
-15
| -0.2% | -$3.28K | 0.19% | 112 |
|
|
2025
Q1 | $1.48M | Sell |
6,048
-107
| -2% | -$26.1K | 0.24% | 96 |
|
|
2024
Q4 | $1.31M | Buy |
6,155
+78
| +1% | +$16.6K | 0.21% | 90 |
|
|
2024
Q3 | $1.36M | Buy |
6,077
+7
| +0.1% | +$1.56K | 0.23% | 82 |
|
|
2024
Q2 | $1.28M | Sell |
6,070
-62
| -1% | -$13.1K | 0.23% | 89 |
|
|
2024
Q1 | $1.26M | Sell |
6,132
-10
| -0.2% | -$2.06K | 0.23% | 85 |
|
|
2023
Q4 | $1.16M | Buy |
6,142
+1,062
| +21% | +$201K | 0.23% | 86 |
|
|
2023
Q3 | $967K | Buy |
5,080
+4,828
| +1,916% | +$919K | 0.21% | 80 |
|
|
2023
Q2 | $47.4K | Buy |
252
+72
| +40% | +$13.5K | 0.01% | 374 |
|
|
2023
Q1 | $30.1K | Sell |
180
-223
| -55% | -$37.2K | 0.01% | 425 |
|
|
2022
Q4 | $66.7K | Buy |
+403
| New | +$66.7K | 0.02% | 321 |
|
|
2022
Q3 | – | Sell |
-1,006
| Closed | -$156K | – | 738 |
|
|
2022
Q2 | $156K | Sell |
1,006
-18
| -2% | -$2.79K | 0.04% | 191 |
|
|
2022
Q1 | $175K | Buy |
1,024
+18
| +2% | +$3.08K | 0.05% | 197 |
|
|
2021
Q4 | $175K | Buy |
1,006
+525
| +109% | +$91.3K | 0.04% | 209 |
|
|
2021
Q3 | $73K | Sell |
481
-444
| -48% | -$67.4K | 0.03% | 164 |
|
|
2021
Q2 | $130K | Sell |
925
-120
| -11% | -$16.9K | 0.04% | 196 |
|
|
2021
Q1 | $127K | Buy |
1,045
+1,038
| +14,829% | +$126K | 0.04% | 179 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 634 |
|