Focus Partners 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 | $6.65M | Buy |
30,398
+1,260
| +4% | +$275K | 0.01% | 590 |
|
|
2025
Q1 | $7.11M | Buy |
29,138
+821
| +3% | +$200K | 0.02% | 537 |
|
|
2024
Q4 | $6.02M | Buy |
28,317
+5,990
| +27% | +$1.27M | 0.02% | 569 |
|
|
2024
Q3 | $4.98M | Sell |
22,327
-91,831
| -80% | -$20.5M | 0.02% | 559 |
|
|
2024
Q2 | $24.1M | Buy |
114,158
+66,697
| +141% | +$14.1M | 0.08% | 221 |
|
|
2024
Q1 | $9.78M | Buy |
47,461
+6,873
| +17% | +$1.42M | 0.08% | 217 |
|
|
2023
Q4 | $7.69M | Buy |
+40,588
| New | +$7.69M | 0.1% | 179 |
|