Garde Capital’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 | $37.4K | Hold |
171
| – | – | ﹤0.01% | 357 |
|
|
2025
Q1 | $41.7K | Buy |
+171
| New | +$41.7K | ﹤0.01% | 334 |
|
|
2024
Q2 | – | Sell |
-1,080
| Closed | -$222K | – | 280 |
|
|
2024
Q1 | $222K | Sell |
1,080
-418
| -28% | -$85.9K | 0.02% | 193 |
|
|
2023
Q4 | $284K | Buy |
1,498
+418
| +39% | +$79.2K | 0.02% | 172 |
|
|
2023
Q3 | $206K | Buy |
1,080
+10
| +0.9% | +$1.91K | 0.02% | 193 |
|
|
2023
Q2 | $201K | Sell |
1,070
-29
| -3% | -$5.45K | 0.02% | 214 |
|
|
2023
Q1 | $183K | Hold |
1,099
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $182K | Buy |
1,099
+29
| +3% | +$4.8K | 0.02% | 189 |
|
|
2022
Q3 | $160K | Hold |
1,070
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $166K | Hold |
1,070
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $182K | Hold |
1,070
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $186K | Hold |
1,070
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $162K | Hold |
1,070
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $151K | Hold |
1,070
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $130K | Hold |
1,070
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $125K | Buy |
+1,070
| New | +$125K | 0.02% | 223 |
|