Creative Financial Designs’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 | $10.5K | Sell |
48
-22
| -31% | -$4.81K | ﹤0.01% | 1331 |
|
|
2025
Q1 | $17.1K | Buy |
70
+13
| +23% | +$3.17K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $12.1K | Hold |
57
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q3 | $12.7K | Buy |
57
+37
| +185% | +$8.25K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $4.21K | Hold |
20
| – | – | ﹤0.01% | 1352 |
|
|
2024
Q1 | $4.12K | Buy |
+20
| New | +$4.12K | ﹤0.01% | 1356 |
|
|
2023
Q1 | – | Sell |
-61
| Closed | -$10.1K | – | 1429 |
|
|
2022
Q4 | $10.1K | Hold |
61
| – | – | ﹤0.01% | 898 |
|
|
2022
Q3 | $9K | Hold |
61
| – | – | ﹤0.01% | 915 |
|
|
2022
Q2 | $9K | Sell |
61
-11
| -15% | -$1.62K | ﹤0.01% | 889 |
|
|
2022
Q1 | $12K | Sell |
72
-29
| -29% | -$4.83K | ﹤0.01% | 870 |
|
|
2021
Q4 | $18K | Sell |
101
-1,916
| -95% | -$341K | ﹤0.01% | 782 |
|
|
2021
Q3 | $305K | Buy |
2,017
+39
| +2% | +$5.9K | 0.05% | 241 |
|
|
2021
Q2 | $278K | Sell |
1,978
-2,837
| -59% | -$399K | 0.05% | 250 |
|
|
2021
Q1 | $586K | Buy |
4,815
+4,804
| +43,673% | +$585K | 0.11% | 148 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1161 |
|
|
2020
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1108 |
|
|
2019
Q4 | – | Sell |
-23
| Closed | -$2K | – | 604 |
|
|
2019
Q3 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 556 |
|
|
2017
Q1 | – | Sell |
-2
| Closed | – | – | 812 |
|
|
2016
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 744 |
|