CoreCap Advisors’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 | $65.8K | Buy |
301
+13
| +5% | +$2.84K | ﹤0.01% | 1122 |
|
|
2025
Q1 | $70.3K | Buy |
288
+42
| +17% | +$10.2K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $52.3K | Buy |
246
+28
| +13% | +$5.95K | ﹤0.01% | 1164 |
|
|
2024
Q3 | $48.6K | Buy |
+218
| New | +$48.6K | ﹤0.01% | 1199 |
|
|
2024
Q2 | – | Sell |
-158
| Closed | -$32.5K | – | 2238 |
|
|
2024
Q1 | $32.5K | Buy |
+158
| New | +$32.5K | ﹤0.01% | 1278 |
|
|
2022
Q4 | $25.3K | Buy |
+153
| New | +$25.3K | ﹤0.01% | 1208 |
|
|
2022
Q3 | – | Sell |
-196
| Closed | -$30K | – | 1467 |
|
|
2022
Q2 | $30K | Buy |
+196
| New | +$30K | ﹤0.01% | 1110 |
|
|
2022
Q1 | – | Sell |
-155
| Closed | -$27K | – | 1462 |
|
|
2021
Q4 | $27K | Buy |
+155
| New | +$27K | ﹤0.01% | 1222 |
|