Horizons 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 | $9.62K | Hold |
44
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $10.7K | Hold |
44
| – | – | 0.01% | 135 |
|
|
2024
Q4 | $9.35K | Hold |
44
| – | – | 0.01% | 132 |
|
|
2024
Q3 | $9.82K | Hold |
44
| – | – | 0.01% | 137 |
|
|
2024
Q2 | $9.54K | Hold |
44
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $8.34K | Hold |
44
| – | – | 0.01% | 137 |
|
|
2023
Q4 | $8.34K | Hold |
44
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $8.37K | Hold |
44
| – | – | 0.01% | 138 |
|
|
2023
Q2 | $8.28K | Buy |
44
+16
| +57% | +$3.01K | 0.01% | 158 |
|
|
2023
Q1 | $4.66K | Hold |
28
| – | – | ﹤0.01% | 142 |
|
|
2022
Q4 | $5K | Hold |
28
| – | – | ﹤0.01% | 140 |
|
|
2022
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 141 |
|
|
2022
Q2 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 140 |
|