Fiduciary Planning’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 | $211K | Buy |
965
+3
| +0.3% | +$656 | 0.07% | 77 |
|
|
2025
Q1 | $235K | Buy |
962
+4
| +0.4% | +$976 | 0.08% | 69 |
|
|
2024
Q4 | $204K | Buy |
958
+9
| +0.9% | +$1.91K | 0.07% | 74 |
|
|
2024
Q3 | $212K | Buy |
+949
| New | +$212K | 0.07% | 60 |
|
|
2021
Q2 | – | Sell |
-865
| Closed | -$105K | – | 182 |
|
|
2021
Q1 | $105K | Buy |
865
+3
| +0.3% | +$364 | 0.16% | 53 |
|
|
2020
Q4 | $101K | Buy |
862
+4
| +0.5% | +$469 | 0.14% | 62 |
|
|
2020
Q3 | $98K | Buy |
+858
| New | +$98K | 0.16% | 54 |
|