IHT Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
2,251
-55
| -2% | -$12K | 0.01% | 706 |
|
|
2025
Q1 | $563K | Buy |
2,306
+46
| +2% | +$11.2K | 0.02% | 634 |
|
|
2024
Q4 | $480K | Sell |
2,260
-1,200
| -35% | -$255K | 0.02% | 697 |
|
|
2024
Q3 | $772K | Buy |
3,460
+814
| +31% | +$182K | 0.02% | 580 |
|
|
2024
Q2 | $558K | Buy |
2,646
+43
| +2% | +$9.06K | 0.02% | 604 |
|
|
2024
Q1 | $536K | Sell |
2,603
-204
| -7% | -$42K | 0.02% | 605 |
|
|
2023
Q4 | $532K | Buy |
2,807
+212
| +8% | +$40.2K | 0.02% | 578 |
|
|
2023
Q3 | $494K | Buy |
2,595
+414
| +19% | +$78.8K | 0.03% | 559 |
|
|
2023
Q2 | $410K | Buy |
+2,181
| New | +$410K | 0.02% | 610 |
|
|
2021
Q3 | – | Sell |
-2,242
| Closed | -$315K | – | 913 |
|
|
2021
Q2 | $315K | Buy |
2,242
+51
| +2% | +$7.17K | 0.02% | 695 |
|
|
2021
Q1 | $267K | Buy |
2,191
+256
| +13% | +$31.2K | 0.02% | 671 |
|
|
2020
Q4 | $226K | Buy |
1,935
+38
| +2% | +$4.44K | 0.02% | 652 |
|
|
2020
Q3 | $218K | Buy |
+1,897
| New | +$218K | 0.02% | 586 |
|
|
2020
Q1 | – | Sell |
-1,818
| Closed | -$202K | – | 621 |
|
|
2019
Q4 | $202K | Sell |
1,818
-323
| -15% | -$35.9K | 0.02% | 566 |
|
|
2019
Q3 | $214K | Buy |
+2,141
| New | +$214K | 0.03% | 528 |
|
|
2018
Q2 | – | Sell |
-547
| Closed | -$44K | – | 994 |
|
|
2018
Q1 | $44K | Hold |
547
| – | – | 0.01% | 723 |
|
|
2017
Q4 | $45K | Buy |
+547
| New | +$45K | 0.01% | 729 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$12 | – | 1505 |
|
|
2017
Q2 | $12 | Buy |
+100
| New | +$12 | 0.01% | 919 |
|
|
2017
Q1 | – | Sell |
-246
| Closed | -$17K | – | 1304 |
|
|
2016
Q4 | $17K | Buy |
+246
| New | +$17K | 0.01% | 685 |
|