FWG Holdings’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 | – | Sell |
-1,465
| Closed | -$325K | – | 111 |
|
|
2025
Q1 | $325K | Buy |
1,465
+1
| +0.1% | +$222 | 0.16% | 92 |
|
|
2024
Q4 | $321K | Buy |
1,464
+359
| +32% | +$78.7K | 0.15% | 87 |
|
|
2024
Q3 | $245K | Hold |
1,105
| – | – | 0.12% | 90 |
|
|
2024
Q2 | $242K | Buy |
1,105
+121
| +12% | +$26.5K | 0.12% | 95 |
|
|
2024
Q1 | $202K | Buy |
+984
| New | +$202K | 0.11% | 106 |
|