Gerber Kawasaki Wealth & Investment 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 | $282K | Buy |
1,289
+17
| +1% | +$3.72K | 0.01% | 266 |
|
|
2025
Q1 | $311K | Buy |
1,272
+12
| +1% | +$2.93K | 0.01% | 237 |
|
|
2024
Q4 | $268K | Buy |
1,260
+50
| +4% | +$10.6K | 0.01% | 244 |
|
|
2024
Q3 | $270K | Buy |
1,210
+13
| +1% | +$2.9K | 0.01% | 245 |
|
|
2024
Q2 | $252K | Hold |
1,197
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $247K | Buy |
1,197
+16
| +1% | +$3.3K | 0.01% | 246 |
|
|
2023
Q4 | $224K | Hold |
1,181
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $225K | Buy |
+1,181
| New | +$225K | 0.02% | 229 |
|
|
2021
Q4 | – | Sell |
-3
| Closed | -$3K | – | 765 |
|
|
2021
Q3 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 826 |
|