FullCircle Wealth’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 | $1.07M | Buy |
5,375
+130
| +2% | +$25.9K | 0.4% | 85 |
|
|
2025
Q1 | $1.16M | Buy |
5,245
+148
| +3% | +$32.6K | 0.48% | 67 |
|
|
2024
Q4 | $1.18M | Sell |
5,097
-158
| -3% | -$36.5K | 0.48% | 67 |
|
|
2024
Q3 | $1.17M | Buy |
5,255
+165
| +3% | +$36.6K | 0.52% | 61 |
|
|
2024
Q2 | $1.11M | Buy |
+5,090
| New | +$1.11M | 0.54% | 57 |
|