Cornerstone Wealth 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 | $282K | Buy |
1,288
+5
| +0.4% | +$1.09K | 0.02% | 258 |
|
|
2025
Q1 | $313K | Buy |
1,283
+8
| +0.6% | +$1.95K | 0.03% | 217 |
|
|
2024
Q4 | $271K | Buy |
1,275
+25
| +2% | +$5.31K | 0.02% | 226 |
|
|
2024
Q3 | $279K | Buy |
1,250
+40
| +3% | +$8.93K | 0.02% | 212 |
|
|
2024
Q2 | $255K | Buy |
1,210
+87
| +8% | +$18.3K | 0.02% | 212 |
|
|
2024
Q1 | $231K | Buy |
+1,123
| New | +$231K | 0.02% | 216 |
|