IAM Advisory’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 | $1.88M | Buy |
8,601
+372
| +5% | +$81.3K | 0.45% | 37 |
|
|
2025
Q1 | $2.01M | Sell |
8,229
-13
| -0.2% | -$3.17K | 0.52% | 32 |
|
|
2024
Q4 | $1.75M | Buy |
8,242
+174
| +2% | +$37K | 0.44% | 42 |
|
|
2024
Q3 | $1.8M | Buy |
8,068
+161
| +2% | +$35.9K | 0.45% | 42 |
|
|
2024
Q2 | $1.67M | Buy |
7,907
+180
| +2% | +$37.9K | 0.45% | 43 |
|
|
2024
Q1 | $1.59M | Buy |
+7,727
| New | +$1.59M | 0.44% | 43 |
|