GC Wealth Management RIA’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 | $822K | Buy |
3,759
+2,807
| +295% | +$614K | 0.07% | 227 |
|
|
2025
Q1 | $232K | Sell |
952
-36
| -4% | -$8.79K | 0.04% | 279 |
|
|
2024
Q4 | $210K | Buy |
988
+20
| +2% | +$4.25K | 0.04% | 280 |
|
|
2024
Q3 | $216K | Sell |
968
-70
| -7% | -$15.6K | 0.04% | 281 |
|
|
2024
Q2 | $219K | Sell |
1,038
-267
| -20% | -$56.3K | 0.04% | 253 |
|
|
2024
Q1 | $269K | Buy |
+1,305
| New | +$269K | 0.05% | 240 |
|