Founders Financial Alliance’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 | – | Sell |
-1,068
| Closed | -$261K | – | 595 |
|
|
2025
Q1 | $261K | Buy |
+1,068
| New | +$261K | 0.06% | 281 |
|
|
2024
Q1 | – | Sell |
-1,069
| Closed | -$203K | – | 567 |
|
|
2023
Q4 | $203K | Buy |
+1,069
| New | +$203K | 0.08% | 240 |
|
|
2023
Q3 | – | Sell |
-1,111
| Closed | -$209K | – | 499 |
|
|
2023
Q2 | $209K | Buy |
+1,111
| New | +$209K | 0.08% | 245 |
|
|
2020
Q4 | – | Sell |
-323
| Closed | -$37K | – | 923 |
|
|
2020
Q3 | $37K | Buy |
+323
| New | +$37K | 0.02% | 432 |
|