Good Life Advisors’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 | $450K | Sell |
2,057
-115
| -5% | -$25.1K | 0.03% | 322 |
|
|
2025
Q1 | $530K | Sell |
2,172
-22
| -1% | -$5.37K | 0.04% | 287 |
|
|
2024
Q4 | $466K | Buy |
+2,194
| New | +$466K | 0.03% | 303 |
|
|
2023
Q1 | – | Sell |
-2,097
| Closed | -$347K | – | 403 |
|
|
2022
Q4 | $347K | Buy |
+2,097
| New | +$347K | 0.05% | 252 |
|