Frazier Financial Advisors’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 | $39.7K | Buy |
182
+23
| +14% | +$5.02K | 0.03% | 177 |
|
|
2025
Q1 | $38.7K | Sell |
159
-19
| -11% | -$4.62K | 0.03% | 163 |
|
|
2024
Q4 | $37.8K | Hold |
178
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $39.8K | Sell |
178
-27
| -13% | -$6.04K | 0.03% | 164 |
|
|
2024
Q2 | $43.3K | Buy |
205
+11
| +6% | +$2.32K | 0.03% | 168 |
|
|
2024
Q1 | $40K | Buy |
194
+2
| +1% | +$412 | 0.03% | 172 |
|
|
2023
Q4 | $36.4K | Buy |
+192
| New | +$36.4K | 0.03% | 158 |
|