CreativeOne Wealth’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 | $7.67M | Sell |
35,071
-303
| -0.9% | -$66.2K | 0.2% | 97 |
|
|
2025
Q1 | $8.63M | Buy |
35,374
+1,326
| +4% | +$324K | 0.26% | 78 |
|
|
2024
Q4 | $7.23M | Buy |
34,048
+19,782
| +139% | +$4.2M | 0.22% | 90 |
|
|
2024
Q3 | $3.18M | Buy |
14,266
+1,123
| +9% | +$251K | 0.11% | 181 |
|
|
2024
Q2 | $2.77M | Sell |
13,143
-400
| -3% | -$84.3K | 0.14% | 140 |
|
|
2024
Q1 | $2.79M | Buy |
+13,543
| New | +$2.79M | 0.11% | 169 |
|