Connecticut 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 | $994K | Sell |
4,549
-105
| -2% | -$23K | 0.05% | 148 |
|
|
2025
Q1 | $1.14M | Sell |
4,654
-204
| -4% | -$49.8K | 0.06% | 137 |
|
|
2024
Q4 | $1.03M | Buy |
4,858
+235
| +5% | +$49.9K | 0.05% | 129 |
|
|
2024
Q3 | $1.03M | Buy |
4,623
+55
| +1% | +$12.3K | 0.05% | 151 |
|
|
2024
Q2 | $963K | Buy |
4,568
+186
| +4% | +$39.2K | 0.05% | 155 |
|
|
2024
Q1 | $903K | Buy |
4,382
+80
| +2% | +$16.5K | 0.05% | 161 |
|
|
2023
Q4 | $815K | Buy |
4,302
+1,543
| +56% | +$292K | 0.05% | 164 |
|
|
2023
Q3 | $525K | Buy |
+2,759
| New | +$525K | 0.04% | 170 |
|