HighMark 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 | $67.2K | Hold |
308
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $75K | Hold |
308
| – | – | 0.04% | 105 |
|
|
2024
Q4 | $65.3K | Hold |
308
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $68.6K | Hold |
308
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $64.8K | Hold |
308
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $63.3K | Hold |
308
| – | – | 0.04% | 119 |
|
|
2023
Q4 | $58.3K | Hold |
308
| – | – | 0.04% | 118 |
|
|
2023
Q3 | $58.5K | Hold |
308
| – | – | 0.05% | 107 |
|
|
2023
Q2 | $57.8K | Hold |
308
| – | – | 0.04% | 110 |
|
|
2023
Q1 | $51.2K | Hold |
308
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $50.9K | Hold |
308
| – | – | 0.04% | 101 |
|
|
2022
Q3 | $46K | Hold |
308
| – | – | 0.04% | 101 |
|
|
2022
Q2 | $48K | Hold |
308
| – | – | 0.04% | 106 |
|
|
2022
Q1 | $52K | Hold |
308
| – | – | 0.03% | 106 |
|
|
2021
Q4 | $53K | Hold |
308
| – | – | 0.03% | 114 |
|
|
2021
Q3 | $47K | Hold |
308
| – | – | 0.03% | 118 |
|
|
2021
Q2 | $43K | Buy |
308
+2
| +0.7% | +$279 | 0.03% | 126 |
|
|
2021
Q1 | $37K | Buy |
306
+1
| +0.3% | +$121 | 0.03% | 123 |
|
|
2020
Q4 | $36K | Buy |
305
+1
| +0.3% | +$118 | 0.03% | 116 |
|
|
2020
Q3 | $35K | Buy |
304
+1
| +0.3% | +$115 | 0.03% | 121 |
|
|
2020
Q2 | $33K | Buy |
303
+2
| +0.7% | +$218 | 0.04% | 93 |
|
|
2020
Q1 | $26K | Buy |
301
+1
| +0.3% | +$86 | 0.03% | 100 |
|
|
2019
Q4 | $33K | Buy |
+300
| New | +$33K | 0.04% | 105 |
|