Financial Perspectives’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 | $2.65K | Hold |
12
| – | – | ﹤0.01% | 618 |
|
|
2025
Q1 | $2.95K | Hold |
12
| – | – | ﹤0.01% | 601 |
|
|
2024
Q4 | $2.56K | Hold |
12
| – | – | ﹤0.01% | 611 |
|
|
2024
Q3 | $2.68K | Buy |
+12
| New | +$2.68K | ﹤0.01% | 568 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$189 | – | 689 |
|
|
2023
Q4 | $189 | Buy |
+1
| New | +$189 | ﹤0.01% | 679 |
|