Cornerstone 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 | $451K | Buy |
2,062
+53
| +3% | +$11.6K | 0.05% | 154 |
|
|
2025
Q1 | $456K | Buy |
2,009
+302
| +18% | +$68.5K | 0.05% | 144 |
|
|
2024
Q4 | $391K | Buy |
1,707
+94
| +6% | +$21.5K | 0.04% | 165 |
|
|
2024
Q3 | $360K | Buy |
1,613
+1
| +0.1% | +$223 | 0.05% | 162 |
|
|
2024
Q2 | $340K | Buy |
1,612
+61
| +4% | +$12.9K | 0.05% | 155 |
|
|
2024
Q1 | $320K | Buy |
1,551
+53
| +4% | +$10.9K | 0.05% | 177 |
|
|
2023
Q4 | $284K | Buy |
+1,498
| New | +$284K | 0.04% | 187 |
|
|
2022
Q1 | – | Sell |
-369
| Closed | -$64K | – | 544 |
|
|
2021
Q4 | $64K | Buy |
+369
| New | +$64K | 0.01% | 389 |
|