Drive 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 | $332K | Buy |
1,519
+34
| +2% | +$7.43K | 0.07% | 219 |
|
|
2025
Q1 | $362K | Buy |
1,485
+24
| +2% | +$5.86K | 0.09% | 186 |
|
|
2024
Q4 | $310K | Buy |
1,461
+20
| +1% | +$4.25K | 0.08% | 212 |
|
|
2024
Q3 | $321K | Buy |
1,441
+59
| +4% | +$13.2K | 0.08% | 198 |
|
|
2024
Q2 | $291K | Buy |
1,382
+49
| +4% | +$10.3K | 0.08% | 202 |
|
|
2024
Q1 | $275K | Sell |
1,333
-28
| -2% | -$5.77K | 0.08% | 219 |
|
|
2023
Q4 | $258K | Buy |
1,361
+61
| +5% | +$11.6K | 0.08% | 222 |
|
|
2023
Q3 | $247K | Buy |
1,300
+83
| +7% | +$15.8K | 0.09% | 203 |
|
|
2023
Q2 | $229K | Buy |
+1,217
| New | +$229K | 0.08% | 221 |
|