Global Financial Private Client’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 |
-171
| Closed | -$41.7K | – | 1058 |
|
|
2025
Q1 | $41.7K | Buy |
171
+14
| +9% | +$3.42K | 0.02% | 352 |
|
|
2024
Q4 | $33.3K | Buy |
157
+6
| +4% | +$1.27K | 0.01% | 361 |
|
|
2024
Q3 | $33.7K | Buy |
151
+111
| +278% | +$24.8K | 0.01% | 359 |
|
|
2024
Q2 | $8.43K | Hold |
40
| – | – | ﹤0.01% | 463 |
|
|
2024
Q1 | $8.16K | Buy |
+40
| New | +$8.16K | ﹤0.01% | 482 |
|
|
2023
Q3 | – | Sell |
-175
| Closed | -$32.4K | – | 693 |
|
|
2023
Q2 | $32.4K | Hold |
175
| – | – | 0.02% | 328 |
|
|
2023
Q1 | $29.5K | Hold |
175
| – | – | 0.02% | 340 |
|
|
2022
Q4 | $29K | Hold |
175
| – | – | 0.02% | 328 |
|
|
2022
Q3 | $27.1K | Buy |
+175
| New | +$27.1K | 0.02% | 329 |
|