Executive Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.83M | Sell |
36,881
-491
| -1% | -$104K | 0.61% | 52 |
|
|
2024
Q3 | $8.34M | Buy |
+37,372
| New | +$8.34M | 0.65% | 47 |
|
|
2024
Q2 | – | Sell |
-36,436
| Closed | -$7.43M | – | 205 |
|
|
2024
Q1 | $7.43M | Buy |
36,436
+3,463
| +11% | +$706K | 0.65% | 52 |
|
|
2023
Q4 | $6.25M | Buy |
32,973
+5,379
| +19% | +$1.02M | 0.59% | 59 |
|
|
2023
Q3 | $5.25M | Buy |
+27,594
| New | +$5.25M | 0.54% | 60 |
|
|
2019
Q3 | – | Sell |
-58
| Closed | -$6K | – | 530 |
|
|
2019
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 681 |
|
|
2019
Q1 | $5K | Sell |
58
-10
| -15% | -$862 | ﹤0.01% | 650 |
|
|
2018
Q4 | $5K | Buy |
+68
| New | +$5K | ﹤0.01% | 676 |
|