Cornerstone Planning Group’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 | $59.1K | Sell |
295
-15
| -5% | -$3.01K | 0.01% | 214 |
|
|
2025
Q1 | $67.9K | Buy |
310
+172
| +125% | +$37.7K | 0.02% | 189 |
|
|
2024
Q4 | $30.9K | Buy |
138
+3
| +2% | +$672 | 0.01% | 244 |
|
|
2024
Q3 | $29.9K | Sell |
135
-24
| -15% | -$5.32K | 0.01% | 249 |
|
|
2024
Q2 | $34.4K | Buy |
159
+12
| +8% | +$2.6K | 0.01% | 244 |
|
|
2024
Q1 | $29.3K | Sell |
147
-28
| -16% | -$5.58K | 0.01% | 243 |
|
|
2023
Q4 | $33.2K | Buy |
175
+21
| +14% | +$3.98K | 0.01% | 242 |
|
|
2023
Q3 | $29.3K | Sell |
154
-32
| -17% | -$6.09K | 0.01% | 254 |
|
|
2023
Q2 | $35K | Buy |
+186
| New | +$35K | 0.01% | 311 |
|
|
2022
Q4 | $38.2K | Buy |
+225
| New | +$38.2K | 0.02% | 310 |
|