Connectus Wealth’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,271
| Closed | -$431K | – | 462 |
|
|
2023
Q4 | $431K | Sell |
2,271
-299
| -12% | -$56.7K | 0.01% | 419 |
|
|
2023
Q3 | $490K | Sell |
2,570
-82
| -3% | -$15.6K | 0.01% | 392 |
|
|
2023
Q2 | $499K | Buy |
2,652
+13
| +0.5% | +$2.45K | 0.01% | 350 |
|
|
2023
Q1 | $440K | Buy |
2,639
+112
| +4% | +$18.7K | 0.01% | 350 |
|
|
2022
Q4 | $418K | Buy |
+2,527
| New | +$418K | 0.01% | 356 |
|