HCR Wealth 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 | $293K | Hold |
1,338
| – | – | 0.03% | 188 |
|
|
2025
Q1 | $327K | Hold |
1,338
| – | – | 0.04% | 174 |
|
|
2024
Q4 | $284K | Sell |
1,338
-129
| -9% | -$27.4K | 0.04% | 185 |
|
|
2024
Q3 | $327K | Hold |
1,467
| – | – | 0.04% | 174 |
|
|
2024
Q2 | $309K | Hold |
1,467
| – | – | 0.04% | 173 |
|
|
2024
Q1 | $302K | Sell |
1,467
-74
| -5% | -$15.2K | 0.05% | 171 |
|
|
2023
Q4 | $292K | Buy |
+1,541
| New | +$292K | 0.05% | 158 |
|