HB 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 | $3.09M | Sell |
14,111
-1,716
| -11% | -$375K | 0.02% | 285 |
|
|
2025
Q1 | $3.86M | Buy |
15,827
+1,800
| +13% | +$439K | 0.03% | 261 |
|
|
2024
Q4 | $2.98M | Buy |
14,027
+1,389
| +11% | +$295K | 0.03% | 223 |
|
|
2024
Q3 | $2.82M | Buy |
12,638
+467
| +4% | +$104K | 0.03% | 227 |
|
|
2024
Q2 | $2.56M | Buy |
12,171
+3,011
| +33% | +$635K | 0.03% | 230 |
|
|
2024
Q1 | $1.89M | Buy |
9,160
+1,079
| +13% | +$222K | 0.02% | 258 |
|
|
2023
Q4 | $1.53M | Buy |
8,081
+198
| +3% | +$37.5K | 0.02% | 261 |
|
|
2023
Q3 | $1.5M | Buy |
7,883
+1,421
| +22% | +$270K | 0.02% | 251 |
|
|
2023
Q2 | $1.22M | Buy |
6,462
+762
| +13% | +$143K | 0.02% | 269 |
|
|
2023
Q1 | $949K | Buy |
5,700
+25
| +0.4% | +$4.16K | 0.02% | 295 |
|
|
2022
Q4 | $939K | Buy |
5,675
+1,134
| +25% | +$188K | 0.02% | 293 |
|
|
2022
Q3 | $678K | Buy |
4,541
+838
| +23% | +$125K | 0.01% | 306 |
|
|
2022
Q2 | $575K | Sell |
3,703
-681
| -16% | -$106K | 0.01% | 319 |
|
|
2022
Q1 | $747K | Buy |
4,384
+982
| +29% | +$167K | 0.01% | 295 |
|
|
2021
Q4 | $591K | Buy |
+3,402
| New | +$591K | 0.01% | 290 |
|