EI
Ellevest Inc’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
3,179
+97
| +3% | +$21.2K | 0.11% | 135 |
|
|
2025
Q1 | $752K | Buy |
3,082
+55
| +2% | +$13.4K | 0.05% | 135 |
|
|
2024
Q4 | $643K | Sell |
3,027
-282
| -9% | -$59.9K | 0.04% | 161 |
|
|
2024
Q3 | $738K | Buy |
3,309
+133
| +4% | +$29.7K | 0.04% | 148 |
|
|
2024
Q2 | $669K | Sell |
3,176
-447
| -12% | -$94.2K | 0.04% | 155 |
|
|
2024
Q1 | $746K | Sell |
3,623
-166
| -4% | -$34.2K | 0.05% | 137 |
|
|
2023
Q4 | $718K | Buy |
3,789
+31
| +0.8% | +$5.87K | 0.05% | 121 |
|
|
2023
Q3 | $715K | Buy |
3,758
+109
| +3% | +$20.7K | 0.06% | 96 |
|
|
2023
Q2 | $686K | Sell |
3,649
-56
| -2% | -$10.5K | 0.05% | 99 |
|
|
2023
Q1 | $617K | Sell |
3,705
-268
| -7% | -$44.6K | 0.05% | 100 |
|
|
2022
Q4 | $657K | Buy |
3,973
+581
| +17% | +$96.1K | 0.06% | 91 |
|
|
2022
Q3 | $506K | Sell |
3,392
-213
| -6% | -$31.8K | 0.05% | 99 |
|
|
2022
Q2 | $560K | Buy |
3,605
+1,091
| +43% | +$169K | 0.05% | 91 |
|
|
2022
Q1 | $428K | Buy |
2,514
+546
| +28% | +$93K | 0.04% | 156 |
|
|
2021
Q4 | $342K | Buy |
1,968
+176
| +10% | +$30.6K | 0.03% | 183 |
|
|
2021
Q3 | $271K | Buy |
1,792
+674
| +60% | +$102K | 0.03% | 216 |
|
|
2021
Q2 | $157K | Buy |
1,118
+499
| +81% | +$70.1K | 0.02% | 303 |
|
|
2021
Q1 | $75K | Sell |
619
-263
| -30% | -$31.9K | 0.01% | 390 |
|
|
2020
Q4 | $103K | Buy |
882
+17
| +2% | +$1.99K | 0.02% | 304 |
|
|
2020
Q3 | $99K | Buy |
865
+100
| +13% | +$11.4K | 0.02% | 263 |
|
|
2020
Q2 | $82K | Buy |
765
+238
| +45% | +$25.5K | 0.02% | 250 |
|
|
2020
Q1 | $46K | Buy |
527
+193
| +58% | +$16.8K | 0.01% | 247 |
|
|
2019
Q4 | $37K | Buy |
334
+330
| +8,250% | +$36.6K | 0.01% | 262 |
|
|
2019
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 561 |
|