Coppell Advisory Solutions’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-104
| Closed | -$22K | – | 1254 |
|
|
2024
Q4 | $22K | Buy |
104
+54
| +108% | +$11.4K | ﹤0.01% | 840 |
|
|
2024
Q3 | $11.2K | Sell |
50
-27
| -35% | -$6.05K | ﹤0.01% | 1047 |
|
|
2024
Q2 | $16.2K | Buy |
+77
| New | +$16.2K | ﹤0.01% | 863 |
|
|
2023
Q4 | $10.6K | Buy |
+56
| New | +$10.6K | ﹤0.01% | 919 |
|
|
2023
Q3 | – | Sell |
-302
| Closed | -$56.2K | – | 1420 |
|
|
2023
Q2 | $56.2K | Buy |
+302
| New | +$56.2K | 0.02% | 330 |
|