GeoWealth 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 | $346K | Buy |
1,580
+312
| +25% | +$68.2K | 0.01% | 511 |
|
|
2025
Q1 | $310K | Sell |
1,268
-1,137
| -47% | -$278K | 0.01% | 544 |
|
|
2024
Q4 | $511K | Sell |
2,405
-241
| -9% | -$51.2K | 0.02% | 460 |
|
|
2024
Q3 | $590K | Sell |
2,646
-540
| -17% | -$120K | 0.02% | 433 |
|
|
2024
Q2 | $671K | Buy |
3,186
+794
| +33% | +$167K | 0.03% | 357 |
|
|
2024
Q1 | $493K | Buy |
2,392
+859
| +56% | +$177K | 0.02% | 440 |
|
|
2023
Q4 | $290K | Buy |
1,533
+1,223
| +395% | +$231K | 0.02% | 420 |
|
|
2023
Q3 | $59K | Buy |
+310
| New | +$59K | 0.01% | 383 |
|