Delos Wealth 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 | $32.4K | Buy |
+148
| New | +$32.4K | 0.03% | 115 |
|
|
2024
Q3 | – | Sell |
-14
| Closed | -$2.95K | – | 298 |
|
|
2024
Q2 | $2.95K | Hold |
14
| – | – | ﹤0.01% | 189 |
|
|
2024
Q1 | $2.88K | Buy |
14
+10
| +250% | +$2.06K | ﹤0.01% | 192 |
|
|
2023
Q4 | $758 | Sell |
4
-143
| -97% | -$27.1K | ﹤0.01% | 208 |
|
|
2023
Q3 | $28.7K | Hold |
147
| – | – | 0.03% | 88 |
|
|
2023
Q2 | $27.6K | Hold |
147
| – | – | 0.04% | 84 |
|
|
2023
Q1 | $24.5K | Hold |
147
| – | – | 0.03% | 87 |
|
|
2022
Q4 | $24.3K | Hold |
147
| – | – | 0.04% | 88 |
|
|
2022
Q3 | $22K | Buy |
147
+4
| +3% | +$599 | 0.03% | 86 |
|
|
2022
Q2 | $22K | Hold |
143
| – | – | 0.02% | 87 |
|
|
2022
Q1 | $24K | Hold |
143
| – | – | 0.02% | 103 |
|
|
2021
Q4 | $25K | Buy |
+143
| New | +$25K | 0.02% | 116 |
|