Dynasty 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 | $3.14M | Buy |
14,382
+1,252
| +10% | +$274K | 0.05% | 67 |
|
|
2025
Q1 | $3.2M | Sell |
13,130
-525
| -4% | -$128K | 0.05% | 70 |
|
|
2024
Q4 | $2.9M | Buy |
13,655
+688
| +5% | +$146K | 0.05% | 78 |
|
|
2024
Q3 | $2.89M | Buy |
12,967
+183
| +1% | +$40.8K | 0.09% | 57 |
|
|
2024
Q2 | $2.69M | Buy |
12,784
+361
| +3% | +$76.1K | 0.08% | 71 |
|
|
2024
Q1 | $2.56M | Buy |
+12,423
| New | +$2.56M | 0.08% | 67 |
|