Founders Financial Securities’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 | $808K | Sell |
3,695
-382
| -9% | -$83.5K | 0.06% | 270 |
|
|
2025
Q1 | $899K | Buy |
4,077
+520
| +15% | +$115K | 0.08% | 235 |
|
|
2024
Q4 | $756K | Buy |
3,557
+176
| +5% | +$37.4K | 0.07% | 217 |
|
|
2024
Q3 | $754K | Buy |
3,381
+110
| +3% | +$24.5K | 0.07% | 211 |
|
|
2024
Q2 | $689K | Buy |
3,271
+168
| +5% | +$35.4K | 0.07% | 231 |
|
|
2024
Q1 | $639K | Buy |
3,103
+187
| +6% | +$38.5K | 0.07% | 229 |
|
|
2023
Q4 | $552K | Buy |
2,916
+180
| +7% | +$34.1K | 0.06% | 235 |
|
|
2023
Q3 | $521K | Buy |
2,736
+7
| +0.3% | +$1.33K | 0.07% | 209 |
|
|
2023
Q2 | $513K | Buy |
2,729
+184
| +7% | +$34.6K | 0.07% | 209 |
|
|
2023
Q1 | $424K | Buy |
2,545
+1,011
| +66% | +$168K | 0.06% | 217 |
|
|
2022
Q4 | $254K | Buy |
+1,534
| New | +$254K | 0.04% | 275 |
|