Financial Synergies Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.03K | – | 296 |
|
|
2024
Q1 | $1.03K | Hold |
5
| – | – | ﹤0.01% | 404 |
|
|
2023
Q4 | $828 | Hold |
5
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $952 | Hold |
5
| – | – | ﹤0.01% | 380 |
|
|
2023
Q2 | $941 | Hold |
5
| – | – | ﹤0.01% | 382 |
|
|
2023
Q1 | $833 | Hold |
5
| – | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $828 | Hold |
5
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $747 | Hold |
5
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $777 | Buy |
+5
| New | +$777 | ﹤0.01% | 336 |
|