Golden State Wealth 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 | $31.9K | Sell |
146
-9
| -6% | -$1.97K | ﹤0.01% | 752 |
|
|
2025
Q1 | $37.9K | Sell |
155
-39
| -20% | -$9.54K | 0.01% | 651 |
|
|
2024
Q4 | $41.3K | Buy |
+194
| New | +$41.3K | 0.01% | 615 |
|
|
2020
Q2 | – | Sell |
-46
| Closed | -$4K | – | 615 |
|
|
2020
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 780 |
|
|
2019
Q4 | – | Sell |
-46
| Closed | -$5K | – | 586 |
|
|
2019
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 860 |
|
|
2019
Q2 | $4K | Hold |
46
| – | – | ﹤0.01% | 904 |
|
|
2019
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 946 |
|