Destination 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 | $221K | Sell |
1,010
-23
| -2% | -$5.03K | 0.01% | 236 |
|
|
2025
Q1 | $252K | Sell |
1,033
-249
| -19% | -$60.8K | 0.01% | 214 |
|
|
2024
Q4 | $272K | Buy |
1,282
+123
| +11% | +$26.1K | 0.01% | 205 |
|
|
2024
Q3 | $259K | Buy |
1,159
+188
| +19% | +$41.9K | 0.01% | 201 |
|
|
2024
Q2 | $205K | Sell |
971
-86
| -8% | -$18.1K | 0.01% | 197 |
|
|
2024
Q1 | $218K | Sell |
1,057
-26
| -2% | -$5.36K | 0.01% | 196 |
|
|
2023
Q4 | $205K | Hold |
1,083
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $206K | Sell |
1,083
-14
| -1% | -$2.66K | 0.01% | 190 |
|
|
2023
Q2 | $206K | Buy |
+1,097
| New | +$206K | 0.01% | 192 |
|
|
2022
Q4 | – | Sell |
-1,720
| Closed | -$257K | – | 206 |
|
|
2022
Q3 | $257K | Buy |
+1,720
| New | +$257K | 0.01% | 170 |
|
|
2022
Q2 | – | Sell |
-1,189
| Closed | -$203K | – | 201 |
|
|
2022
Q1 | $203K | Sell |
1,189
-1,010
| -46% | -$172K | 0.01% | 191 |
|
|
2021
Q4 | $382K | Hold |
2,199
| – | – | 0.01% | 156 |
|
|
2021
Q3 | $333K | Hold |
2,199
| – | – | 0.01% | 143 |
|
|
2021
Q2 | $309K | Hold |
2,199
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $268K | Sell |
2,199
-250
| -10% | -$30.5K | 0.01% | 162 |
|
|
2020
Q4 | $287K | Buy |
2,449
+250
| +11% | +$29.3K | 0.01% | 145 |
|
|
2020
Q3 | $252K | Hold |
2,199
| – | – | 0.01% | 132 |
|
|
2020
Q2 | $236K | Buy |
+2,199
| New | +$236K | 0.01% | 136 |
|
|
2019
Q3 | – | Sell |
-1,247
| Closed | -$124K | – | 360 |
|
|
2019
Q2 | $124K | Sell |
1,247
-208
| -14% | -$20.7K | 0.01% | 165 |
|
|
2019
Q1 | $137K | Buy |
1,455
+145
| +11% | +$13.7K | 0.01% | 161 |
|
|
2018
Q4 | $104K | Sell |
1,310
-16
| -1% | -$1.27K | 0.01% | 176 |
|
|
2018
Q3 | $110K | Buy |
1,326
+16
| +1% | +$1.33K | 0.01% | 196 |
|
|
2018
Q2 | $107K | Hold |
1,310
| – | – | 0.01% | 178 |
|
|
2018
Q1 | $108K | Buy |
+1,310
| New | +$108K | 0.01% | 184 |
|
|
2015
Q3 | – | Sell |
-39,096
| Closed | -$2.22M | – | 182 |
|
|
2015
Q2 | $2.22M | Buy |
+39,096
| New | +$2.22M | 0.15% | 97 |
|