Integrated Wealth Concepts’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 | $695K | Sell |
3,180
-1,163
| -27% | -$254K | 0.01% | 1102 |
|
|
2025
Q1 | $1.06M | Sell |
4,343
-599
| -12% | -$146K | 0.01% | 801 |
|
|
2024
Q4 | $1.05M | Buy |
4,942
+453
| +10% | +$96.2K | 0.01% | 786 |
|
|
2024
Q3 | $1M | Buy |
4,489
+126
| +3% | +$28.1K | 0.01% | 800 |
|
|
2024
Q2 | $919K | Buy |
4,363
+689
| +19% | +$145K | 0.01% | 800 |
|
|
2024
Q1 | $757K | Buy |
3,674
+589
| +19% | +$121K | 0.01% | 876 |
|
|
2023
Q4 | $585K | Sell |
3,085
-105
| -3% | -$19.9K | 0.01% | 934 |
|
|
2023
Q3 | $607K | Buy |
3,190
+21
| +0.7% | +$4K | 0.01% | 897 |
|
|
2023
Q2 | $596K | Buy |
3,169
+1,178
| +59% | +$222K | 0.01% | 910 |
|
|
2023
Q1 | $332K | Buy |
1,991
+157
| +9% | +$26.2K | 0.01% | 1012 |
|
|
2022
Q4 | $303K | Buy |
1,834
+18
| +1% | +$2.97K | 0.01% | 820 |
|
|
2022
Q3 | $271K | Sell |
1,816
-45
| -2% | -$6.72K | 0.01% | 769 |
|
|
2022
Q2 | $289K | Buy |
1,861
+144
| +8% | +$22.4K | 0.01% | 771 |
|
|
2022
Q1 | $293K | Hold |
1,717
| – | – | 0.01% | 749 |
|
|
2021
Q4 | $298K | Sell |
1,717
-34
| -2% | -$5.9K | 0.01% | 777 |
|
|
2021
Q3 | $265K | Buy |
+1,751
| New | +$265K | 0.01% | 788 |
|