Evoke Wealth’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 | $396K | Sell |
1,810
-111
| -6% | -$24.3K | 0.01% | 382 |
|
|
2025
Q1 | $469K | Buy |
1,921
+269
| +16% | +$65.7K | 0.01% | 285 |
|
|
2024
Q4 | $351K | Buy |
1,652
+42
| +3% | +$8.92K | 0.01% | 315 |
|
|
2024
Q3 | $359K | Buy |
+1,610
| New | +$359K | 0.01% | 306 |
|
|
2024
Q2 | – | Sell |
-1,338
| Closed | -$276K | – | 278 |
|
|
2024
Q1 | $276K | Buy |
+1,338
| New | +$276K | 0.01% | 336 |
|
|
2023
Q4 | – | Sell |
-1,205
| Closed | -$229K | – | 248 |
|
|
2023
Q3 | $229K | Buy |
+1,205
| New | +$229K | 0.01% | 334 |
|
|
2022
Q4 | – | Sell |
-1,379
| Closed | -$206K | – | 833 |
|
|
2022
Q3 | $206K | Buy |
1,379
+1,175
| +576% | +$176K | 0.01% | 317 |
|
|
2022
Q2 | $32K | Buy |
204
+36
| +21% | +$5.65K | ﹤0.01% | 582 |
|
|
2022
Q1 | $29K | Sell |
168
-128
| -43% | -$22.1K | ﹤0.01% | 597 |
|
|
2021
Q4 | $52K | Buy |
296
+2
| +0.7% | +$351 | ﹤0.01% | 527 |
|
|
2021
Q3 | $44K | Sell |
294
-18
| -6% | -$2.69K | ﹤0.01% | 523 |
|
|
2021
Q2 | $44K | Sell |
312
-52
| -14% | -$7.33K | ﹤0.01% | 540 |
|
|
2021
Q1 | $44K | Buy |
364
+240
| +194% | +$29K | ﹤0.01% | 469 |
|
|
2020
Q4 | $15K | Buy |
124
+1
| +0.8% | +$121 | ﹤0.01% | 527 |
|
|
2020
Q3 | $14K | Sell |
123
-2
| -2% | -$228 | ﹤0.01% | 521 |
|
|
2020
Q2 | $14K | Sell |
125
-485
| -80% | -$54.3K | ﹤0.01% | 516 |
|
|
2020
Q1 | $52.7K | Sell |
610
-1,427
| -70% | -$123K | 0.01% | 340 |
|
|
2019
Q4 | $227K | Buy |
2,037
+491
| +32% | +$54.7K | 0.03% | 208 |
|
|
2019
Q3 | $155K | Buy |
+1,546
| New | +$155K | 0.02% | 304 |
|