Continuum Advisory’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 | $919K | Buy |
4,205
+2,707
| +181% | +$592K | 0.11% | 175 |
|
|
2025
Q1 | $366K | Buy |
1,498
+130
| +10% | +$31.7K | 0.05% | 288 |
|
|
2024
Q4 | $291K | Buy |
1,368
+97
| +8% | +$20.6K | 0.04% | 328 |
|
|
2024
Q3 | $282K | Buy |
1,271
+470
| +59% | +$104K | 0.04% | 334 |
|
|
2024
Q2 | $169K | Buy |
801
+301
| +60% | +$63.4K | 0.02% | 392 |
|
|
2024
Q1 | $102K | Sell |
500
-1,114
| -69% | -$228K | 0.02% | 482 |
|
|
2023
Q4 | $305K | Buy |
1,614
+82
| +5% | +$15.5K | 0.04% | 365 |
|
|
2023
Q3 | $292K | Sell |
1,532
-20
| -1% | -$3.81K | 0.05% | 374 |
|
|
2023
Q2 | $292K | Buy |
1,552
+38
| +3% | +$7.15K | 0.05% | 370 |
|
|
2023
Q1 | $252K | Sell |
1,514
-36
| -2% | -$6K | 0.04% | 374 |
|
|
2022
Q4 | $256K | Sell |
1,550
-98
| -6% | -$16.2K | 0.05% | 367 |
|
|
2022
Q3 | $246K | Sell |
1,648
-74
| -4% | -$11K | 0.04% | 345 |
|
|
2022
Q2 | $267K | Sell |
1,722
-236
| -12% | -$36.6K | 0.05% | 347 |
|
|
2022
Q1 | $317K | Buy |
+1,958
| New | +$317K | 0.06% | 312 |
|