GoalVest Advisory’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 |
-6
| Closed | -$1.46K | – | 473 |
|
|
2025
Q1 | $1.46K | Sell |
6
-10
| -63% | -$2.44K | ﹤0.01% | 317 |
|
|
2024
Q4 | $3.4K | Buy |
+16
| New | +$3.4K | ﹤0.01% | 325 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$1.65K | – | 380 |
|
|
2024
Q1 | $1.65K | Buy |
+8
| New | +$1.65K | ﹤0.01% | 374 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$381 | – | 450 |
|
|
2023
Q3 | $381 | Buy |
+2
| New | +$381 | ﹤0.01% | 461 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 460 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 348 |
|