Householder Group Estate & Retirement Specialist’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-56
| Closed | -$12K | – | 935 |
|
|
2024
Q3 | $12K | Hold |
56
| – | – | ﹤0.01% | 786 |
|
|
2024
Q2 | $11K | Buy |
56
+48
| +600% | +$9.43K | ﹤0.01% | 799 |
|
|
2024
Q1 | $1.65K | Hold |
8
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q3 | $1.52K | Buy |
+8
| New | +$1.52K | ﹤0.01% | 1107 |
|
|
2023
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1161 |
|