Daymark Wealth Partners’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 | $375K | Buy |
1,714
+489
| +40% | +$107K | 0.01% | 412 |
|
|
2025
Q1 | $299K | Sell |
1,225
-582
| -32% | -$142K | 0.01% | 420 |
|
|
2024
Q4 | $384K | Buy |
1,807
+433
| +32% | +$92K | 0.02% | 367 |
|
|
2024
Q3 | $307K | Sell |
1,374
-417
| -23% | -$93.1K | 0.01% | 419 |
|
|
2024
Q2 | $377K | Buy |
1,791
+675
| +60% | +$142K | 0.02% | 364 |
|
|
2024
Q1 | $230K | Buy |
+1,116
| New | +$230K | 0.01% | 391 |
|