Covestor’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 | $52K | Buy |
239
+3
| +1% | +$653 | 0.03% | 878 |
|
|
2025
Q1 | $58K | Buy |
236
+5
| +2% | +$1.23K | 0.04% | 784 |
|
|
2024
Q4 | $49K | Buy |
231
+52
| +29% | +$11K | 0.03% | 863 |
|
|
2024
Q3 | $40K | Buy |
179
+7
| +4% | +$1.56K | 0.03% | 952 |
|
|
2024
Q2 | $36K | Buy |
172
+1
| +0.6% | +$209 | 0.02% | 991 |
|
|
2024
Q1 | $35K | Sell |
171
-2
| -1% | -$409 | 0.02% | 1010 |
|
|
2023
Q4 | $33K | Buy |
173
+3
| +2% | +$572 | 0.02% | 1008 |
|
|
2023
Q3 | $33K | Sell |
170
-1
| -0.6% | -$194 | 0.02% | 938 |
|
|
2023
Q2 | $32K | Sell |
171
-228
| -57% | -$42.7K | 0.02% | 964 |
|
|
2023
Q1 | $66K | Sell |
399
-77
| -16% | -$12.7K | 0.06% | 597 |
|
|
2022
Q4 | $79K | Buy |
476
+63
| +15% | +$10.5K | 0.06% | 516 |
|
|
2022
Q3 | $62K | Sell |
413
-499
| -55% | -$74.9K | 0.05% | 614 |
|
|
2022
Q2 | $142K | Hold |
912
| – | – | 0.11% | 218 |
|
|
2022
Q1 | $155K | Buy |
912
+420
| +85% | +$71.4K | 0.1% | 255 |
|
|
2021
Q4 | $86K | Buy |
+492
| New | +$86K | 0.12% | 232 |
|