Forum Financial Management’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 | $785K | Buy |
3,592
+380
| +12% | +$83.1K | 0.01% | 261 |
|
|
2025
Q1 | $784K | Sell |
3,212
-34
| -1% | -$8.3K | 0.01% | 248 |
|
|
2024
Q4 | $689K | Buy |
3,246
+570
| +21% | +$121K | 0.01% | 287 |
|
|
2024
Q3 | $597K | Buy |
2,676
+4
| +0.1% | +$892 | 0.01% | 278 |
|
|
2024
Q2 | $563K | Buy |
2,672
+98
| +4% | +$20.7K | 0.01% | 274 |
|
|
2024
Q1 | $530K | Buy |
2,574
+24
| +0.9% | +$4.94K | 0.01% | 305 |
|
|
2023
Q4 | $483K | Buy |
2,550
+41
| +2% | +$7.77K | 0.01% | 296 |
|
|
2023
Q3 | $477K | Sell |
2,509
-105
| -4% | -$20K | 0.01% | 292 |
|
|
2023
Q2 | $492K | Sell |
2,614
-368
| -12% | -$69.2K | 0.01% | 297 |
|
|
2023
Q1 | $497K | Sell |
2,982
-77
| -3% | -$12.8K | 0.01% | 265 |
|
|
2022
Q4 | $506K | Buy |
3,059
+160
| +6% | +$26.5K | 0.02% | 252 |
|
|
2022
Q3 | $433K | Hold |
2,899
| – | – | 0.02% | 248 |
|
|
2022
Q2 | $450K | Sell |
2,899
-152
| -5% | -$23.6K | 0.02% | 251 |
|
|
2022
Q1 | $519K | Buy |
3,051
+5
| +0.2% | +$851 | 0.03% | 233 |
|
|
2021
Q4 | $529K | Buy |
+3,046
| New | +$529K | 0.03% | 227 |
|