Eads & Heald 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 | $521K | Sell |
2,385
-75
| -3% | -$16.4K | 0.26% | 112 |
|
|
2025
Q1 | $600K | Buy |
2,460
+35
| +1% | +$8.54K | 0.3% | 109 |
|
|
2024
Q4 | $515K | Sell |
2,425
-100
| -4% | -$21.2K | 0.25% | 109 |
|
|
2024
Q3 | $563K | Sell |
2,525
-9
| -0.4% | -$2.01K | 0.27% | 111 |
|
|
2024
Q2 | $534K | Sell |
2,534
-88
| -3% | -$18.5K | 0.26% | 110 |
|
|
2024
Q1 | $540K | Sell |
2,622
-205
| -7% | -$42.2K | 0.25% | 111 |
|
|
2023
Q4 | $536K | Sell |
2,827
-3
| -0.1% | -$569 | 0.26% | 109 |
|
|
2023
Q3 | $539K | Sell |
2,830
-70
| -2% | -$13.3K | 0.28% | 106 |
|
|
2023
Q2 | $545K | Sell |
2,900
-280
| -9% | -$52.6K | 0.27% | 110 |
|
|
2023
Q1 | $530K | Hold |
3,180
| – | – | 0.26% | 110 |
|
|
2022
Q4 | $526K | Hold |
3,180
| – | – | 0.27% | 110 |
|
|
2022
Q3 | $475K | Buy |
3,180
+90
| +3% | +$13.4K | 0.27% | 109 |
|
|
2022
Q2 | $480K | Buy |
+3,090
| New | +$480K | 0.26% | 110 |
|