Creative Capital Management Investments’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$7.43K | – | 264 |
|
|
2024
Q4 | $7.43K | Hold |
35
| – | – | ﹤0.01% | 205 |
|
|
2024
Q3 | $7.81K | Hold |
35
| – | – | ﹤0.01% | 179 |
|
|
2024
Q2 | $7.38K | Hold |
35
| – | – | ﹤0.01% | 180 |
|
|
2024
Q1 | $7.21K | Hold |
35
| – | – | ﹤0.01% | 167 |
|
|
2023
Q4 | $6.63K | Hold |
35
| – | – | ﹤0.01% | 171 |
|
|
2023
Q3 | $6.66K | Hold |
35
| – | – | ﹤0.01% | 177 |
|
|
2023
Q2 | $6.58K | Hold |
35
| – | – | ﹤0.01% | 165 |
|
|
2023
Q1 | $5.83K | Hold |
35
| – | – | ﹤0.01% | 179 |
|
|
2022
Q4 | $6K | Buy |
+35
| New | +$6K | 0.01% | 141 |
|