Highline 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 | $4.61K | Buy |
21
+3
| +17% | +$658 | ﹤0.01% | 467 |
|
|
2025
Q1 | $4.4K | Buy |
18
+3
| +20% | +$734 | ﹤0.01% | 457 |
|
|
2024
Q4 | $3.19K | Sell |
15
-12
| -44% | -$2.55K | ﹤0.01% | 404 |
|
|
2024
Q3 | $6.02K | Buy |
27
+17
| +170% | +$3.79K | ﹤0.01% | 316 |
|
|
2024
Q2 | $2.11K | Buy |
10
+4
| +67% | +$843 | ﹤0.01% | 391 |
|
|
2024
Q1 | $1.24K | Hold |
6
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $1.14K | Sell |
6
-52
| -90% | -$9.85K | ﹤0.01% | 333 |
|
|
2023
Q3 | $11K | Buy |
58
+52
| +867% | +$9.9K | 0.01% | 179 |
|
|
2023
Q2 | $1.13K | Hold |
6
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $999 | Hold |
6
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $993 | Hold |
6
| – | – | ﹤0.01% | 264 |
|
|
2022
Q3 | $896 | Buy |
+6
| New | +$896 | ﹤0.01% | 266 |
|