Icon Wealth Advisors’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 | $3.04M | Sell |
13,896
-55
| -0.4% | -$12K | 0.22% | 79 |
|
|
2025
Q1 | $3.4M | Buy |
13,951
+1,256
| +10% | +$306K | 0.28% | 68 |
|
|
2024
Q4 | $2.7M | Buy |
12,695
+58
| +0.5% | +$12.3K | 0.22% | 81 |
|
|
2024
Q3 | $2.82M | Buy |
12,637
+878
| +7% | +$196K | 0.23% | 74 |
|
|
2024
Q2 | $2.62M | Sell |
11,759
-253
| -2% | -$56.3K | 0.23% | 79 |
|
|
2024
Q1 | $2.47M | Sell |
12,012
-1,266
| -10% | -$261K | 0.23% | 81 |
|
|
2023
Q4 | $2.52M | Buy |
+13,278
| New | +$2.52M | 0.26% | 76 |
|
|
2022
Q4 | $4.34M | Buy |
26,236
+83
| +0.3% | +$13.7K | 0.5% | 52 |
|
|
2022
Q3 | $3.9M | Buy |
+26,153
| New | +$3.9M | 0.47% | 53 |
|