FourThought Financial Partners’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 | $306K | Sell |
1,399
-87
| -6% | -$19K | 0.03% | 237 |
|
|
2025
Q1 | $363K | Sell |
1,486
-93
| -6% | -$22.7K | 0.04% | 224 |
|
|
2024
Q4 | $336K | Buy |
+1,579
| New | +$336K | 0.03% | 235 |
|
|
2024
Q2 | – | Sell |
-1,526
| Closed | -$314K | – | 267 |
|
|
2024
Q1 | $314K | Buy |
1,526
+82
| +6% | +$16.9K | 0.04% | 247 |
|
|
2023
Q4 | $274K | Buy |
1,444
+9
| +0.6% | +$1.71K | 0.03% | 258 |
|
|
2023
Q3 | $273K | Sell |
1,435
-73
| -5% | -$13.9K | 0.04% | 248 |
|
|
2023
Q2 | $284K | Buy |
1,508
+79
| +6% | +$14.9K | 0.04% | 258 |
|
|
2023
Q1 | $238K | Buy |
1,429
+42
| +3% | +$7K | 0.03% | 286 |
|
|
2022
Q4 | $230K | Buy |
+1,387
| New | +$230K | 0.03% | 284 |
|