Hazlett, Burt & Watson’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8
| Closed | -$2K | – | 826 |
|
|
2025
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 729 |
|
|
2024
Q4 | $2K | Sell |
8
-13
| -62% | -$3.25K | ﹤0.01% | 706 |
|
|
2024
Q3 | $5K | Hold |
21
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 591 |
|
|
2024
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 587 |
|
|
2023
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $4K | Buy |
21
+8
| +62% | +$1.52K | ﹤0.01% | 588 |
|
|
2023
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 620 |
|