Dakota Wealth Management’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 | $670K | Buy |
3,066
+35
| +1% | +$7.65K | 0.01% | 466 |
|
|
2025
Q1 | $740K | Sell |
3,031
-559
| -16% | -$136K | 0.02% | 430 |
|
|
2024
Q4 | $763K | Sell |
3,590
-193
| -5% | -$41K | 0.02% | 417 |
|
|
2024
Q3 | $844K | Sell |
3,783
-45
| -1% | -$10K | 0.02% | 406 |
|
|
2024
Q2 | $807K | Sell |
3,828
-102
| -3% | -$21.5K | 0.02% | 408 |
|
|
2024
Q1 | $810K | Sell |
3,930
-58
| -1% | -$11.9K | 0.02% | 400 |
|
|
2023
Q4 | $756K | Buy |
3,988
+504
| +14% | +$95.5K | 0.03% | 355 |
|
|
2023
Q3 | $663K | Sell |
3,484
-557
| -14% | -$106K | 0.03% | 347 |
|
|
2023
Q2 | $760K | Buy |
4,041
+102
| +3% | +$19.2K | 0.04% | 298 |
|
|
2023
Q1 | $656K | Buy |
3,939
+485
| +14% | +$80.8K | 0.04% | 303 |
|
|
2022
Q4 | $572K | Sell |
3,454
-383
| -10% | -$63.4K | 0.04% | 322 |
|
|
2022
Q3 | $573K | Buy |
3,837
+294
| +8% | +$43.9K | 0.05% | 315 |
|
|
2022
Q2 | $550K | Buy |
3,543
+80
| +2% | +$12.4K | 0.05% | 263 |
|
|
2022
Q1 | $590K | Buy |
3,463
+1,955
| +130% | +$333K | 0.05% | 260 |
|
|
2021
Q4 | $263K | Buy |
1,508
+17
| +1% | +$2.97K | 0.03% | 318 |
|
|
2021
Q3 | $226K | Buy |
+1,491
| New | +$226K | 0.03% | 314 |
|
|
2018
Q3 | – | Sell |
-5,212
| Closed | -$427K | – | 295 |
|
|
2018
Q2 | $427K | Buy |
+5,212
| New | +$427K | 0.12% | 138 |
|