FSA Wealth 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 | $39.8K | Sell |
182
-67
| -27% | -$14.6K | 0.02% | 171 |
|
|
2025
Q1 | $60.8K | Buy |
249
+207
| +493% | +$50.5K | 0.03% | 131 |
|
|
2024
Q4 | $8.92K | Hold |
42
| – | – | ﹤0.01% | 311 |
|
|
2024
Q3 | $9.37K | Buy |
+42
| New | +$9.37K | ﹤0.01% | 315 |
|
|
2024
Q1 | $8.65K | Hold |
42
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 356 |
|