Congress 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 | $2.82M | Buy |
12,918
+548
| +4% | +$120K | 0.03% | 499 |
|
|
2025
Q1 | $2.99M | Buy |
12,370
+3,682
| +42% | +$891K | 0.04% | 416 |
|
|
2024
Q4 | $1.85M | Buy |
8,688
+5,142
| +145% | +$1.09M | 0.03% | 421 |
|
|
2024
Q3 | $791K | Sell |
3,546
-30
| -0.8% | -$6.69K | 0.01% | 556 |
|
|
2024
Q2 | $754K | Sell |
3,576
-4,317
| -55% | -$910K | 0.01% | 470 |
|
|
2024
Q1 | $1.63M | Buy |
7,893
+1,447
| +22% | +$298K | 0.03% | 333 |
|
|
2023
Q4 | $1.22M | Buy |
+6,446
| New | +$1.22M | 0.02% | 372 |
|
|
2023
Q3 | – | Sell |
-2,119
| Closed | -$399K | – | 615 |
|
|
2023
Q2 | $399K | Sell |
2,119
-6
| -0.3% | -$1.13K | 0.01% | 447 |
|
|
2023
Q1 | $354K | Buy |
2,125
+171
| +9% | +$28.5K | 0.01% | 463 |
|
|
2022
Q4 | $323K | Hold |
1,954
| – | – | 0.01% | 465 |
|
|
2022
Q3 | $291K | Sell |
1,954
-13
| -0.7% | -$1.94K | 0.01% | 474 |
|
|
2022
Q2 | $306K | Sell |
1,967
-74
| -4% | -$11.5K | 0.01% | 475 |
|
|
2022
Q1 | $348K | Buy |
2,041
+26
| +1% | +$4.43K | 0.01% | 485 |
|
|
2021
Q4 | $350K | Buy |
+2,015
| New | +$350K | 0.01% | 505 |
|