Hibernia Wealth Partners’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 | $270K | Buy |
+1,238
| New | +$270K | 0.09% | 81 |
|
|
2024
Q4 | – | Sell |
-977
| Closed | -$218K | – | 93 |
|
|
2024
Q3 | $218K | Sell |
977
-30
| -3% | -$6.69K | 0.07% | 114 |
|
|
2024
Q2 | $212K | Buy |
+1,007
| New | +$212K | 0.07% | 82 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$2.47K | – | 231 |
|
|
2023
Q3 | $2.47K | Buy |
+13
| New | +$2.47K | ﹤0.01% | 240 |
|