Crewe Advisors’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 | $17.5K | Sell |
80
-10
| -11% | -$2.19K | ﹤0.01% | 391 |
|
|
2025
Q1 | $22K | Sell |
90
-21
| -19% | -$5.13K | ﹤0.01% | 339 |
|
|
2024
Q4 | $23.6K | Sell |
111
-53
| -32% | -$11.3K | ﹤0.01% | 340 |
|
|
2024
Q3 | $36.6K | Buy |
164
+4
| +3% | +$892 | ﹤0.01% | 333 |
|
|
2024
Q2 | $33.7K | Buy |
160
+80
| +100% | +$16.9K | ﹤0.01% | 446 |
|
|
2024
Q1 | $16.5K | Buy |
+80
| New | +$16.5K | ﹤0.01% | 523 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$189 | – | 795 |
|
|
2023
Q2 | $189 | Sell |
1
-142
| -99% | -$26.8K | ﹤0.01% | 725 |
|
|
2023
Q1 | $23.8K | Sell |
143
-44
| -24% | -$7.33K | ﹤0.01% | 400 |
|
|
2022
Q4 | $30.9K | Sell |
187
-179
| -49% | -$29.6K | ﹤0.01% | 358 |
|
|
2022
Q3 | $55K | Buy |
366
+64
| +21% | +$9.62K | 0.01% | 307 |
|
|
2022
Q2 | $47K | Buy |
+302
| New | +$47K | 0.01% | 305 |
|
|
2020
Q4 | – | Sell |
-51
| Closed | -$6K | – | 575 |
|
|
2020
Q3 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 330 |
|