Elevation Wealth Partners’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 | $51.9K | Buy |
237
+30
| +14% | +$6.57K | 0.02% | 229 |
|
|
2025
Q1 | $50.5K | Buy |
207
+29
| +16% | +$7.08K | 0.02% | 223 |
|
|
2024
Q4 | $37.8K | Buy |
178
+31
| +21% | +$6.59K | 0.02% | 259 |
|
|
2024
Q3 | $32.8K | Hold |
147
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $31K | Hold |
147
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $30.3K | Hold |
147
| – | – | 0.02% | 269 |
|
|
2023
Q4 | $28K | Hold |
147
| – | – | 0.02% | 257 |
|
|
2023
Q3 | $28K | Hold |
147
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $27.6K | Hold |
147
| – | – | 0.02% | 195 |
|
|
2023
Q1 | $24.5K | Buy |
+147
| New | +$24.5K | 0.02% | 202 |
|