Evernest Financial Advisors’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 | $549K | Buy |
2,510
+336
| +15% | +$73.5K | 0.18% | 106 |
|
|
2025
Q1 | $531K | Hold |
2,174
| – | – | 0.19% | 99 |
|
|
2024
Q4 | $462K | Sell |
2,174
-57
| -3% | -$12.1K | 0.12% | 114 |
|
|
2024
Q3 | $498K | Buy |
2,231
+158
| +8% | +$35.2K | 0.13% | 105 |
|
|
2024
Q2 | $437K | Sell |
2,073
-44
| -2% | -$9.27K | 0.2% | 93 |
|
|
2024
Q1 | $429K | Buy |
2,117
+346
| +20% | +$70K | 0.2% | 91 |
|
|
2023
Q4 | $336K | Buy |
+1,771
| New | +$336K | 0.17% | 104 |
|
|
2021
Q4 | $353K | Buy |
+1,782
| New | +$353K | 0.18% | 93 |
|