Empower Advisory Group’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 | $808K | Buy |
3,697
+485
| +15% | +$106K | ﹤0.01% | 263 |
|
|
2025
Q1 | $784K | Sell |
3,212
-275
| -8% | -$67.1K | ﹤0.01% | 259 |
|
|
2024
Q4 | $741K | Buy |
3,487
+152
| +5% | +$32.3K | ﹤0.01% | 277 |
|
|
2024
Q3 | $744K | Sell |
3,335
-4
| -0.1% | -$892 | ﹤0.01% | 260 |
|
|
2024
Q2 | $704K | Buy |
3,339
+42
| +1% | +$8.85K | ﹤0.01% | 261 |
|
|
2024
Q1 | $679K | Buy |
3,297
+12
| +0.4% | +$2.47K | ﹤0.01% | 262 |
|
|
2023
Q4 | $622K | Sell |
3,285
-1
| -0% | -$189 | ﹤0.01% | 275 |
|
|
2023
Q3 | $625K | Buy |
3,286
+193
| +6% | +$36.7K | ﹤0.01% | 274 |
|
|
2023
Q2 | $582K | Sell |
3,093
-16
| -0.5% | -$3.01K | ﹤0.01% | 286 |
|
|
2023
Q1 | $524K | Buy |
+3,109
| New | +$524K | ﹤0.01% | 302 |
|