Delap Wealth Advisory’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 | $2.09M | Sell |
9,571
-3
| -0% | -$656 | 1% | 23 |
|
|
2025
Q1 | $2.34M | Sell |
9,574
-416
| -4% | -$102K | 1.3% | 21 |
|
|
2024
Q4 | $2.12M | Buy |
9,990
+416
| +4% | +$88.4K | 1.27% | 22 |
|
|
2024
Q3 | $2.14M | Sell |
9,574
-105
| -1% | -$23.4K | 1.35% | 21 |
|
|
2024
Q2 | $2.04M | Sell |
9,679
-811
| -8% | -$171K | 0.94% | 21 |
|
|
2024
Q1 | $2.16M | Sell |
10,490
-8,972
| -46% | -$1.85M | 0.87% | 25 |
|
|
2023
Q4 | $3.69M | Buy |
19,462
+9,780
| +101% | +$1.85M | 1.67% | 16 |
|
|
2023
Q3 | $1.84M | Buy |
9,682
+9
| +0.1% | +$1.71K | 1.78% | 16 |
|
|
2023
Q2 | $1.82M | Sell |
9,673
-321
| -3% | -$60.4K | 1.78% | 15 |
|
|
2023
Q1 | $1.66M | Sell |
9,994
-317
| -3% | -$52.8K | 1.71% | 17 |
|
|
2022
Q4 | $1.71M | Buy |
+10,311
| New | +$1.71M | 1.78% | 17 |
|