ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $20K | Sell |
95
-1,126
| -92% | -$237K | 0.01% | 357 |
|
|
2024
Q1 | $252K | Sell |
1,221
-5
| -0.4% | -$1.03K | 0.05% | 243 |
|
|
2023
Q4 | $232K | Buy |
1,226
+116
| +10% | +$22K | 0.05% | 234 |
|
|
2023
Q3 | $211K | Buy |
1,110
+15
| +1% | +$2.85K | 0.06% | 217 |
|
|
2023
Q2 | $206K | Sell |
1,095
-5
| -0.5% | -$940 | 0.05% | 225 |
|
|
2023
Q1 | $183K | Buy |
1,100
+87
| +9% | +$14.5K | 0.04% | 249 |
|
|
2022
Q4 | $168K | Sell |
1,013
-1,426
| -58% | -$236K | 0.04% | 278 |
|
|
2022
Q3 | $364K | Buy |
2,439
+58
| +2% | +$8.66K | 0.08% | 231 |
|
|
2022
Q2 | $409K | Buy |
2,381
+51
| +2% | +$8.76K | 0.08% | 221 |
|
|
2022
Q1 | $368K | Buy |
+2,330
| New | +$368K | 0.07% | 234 |
|