Intelligent Financial Strategies’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 | $41.3K | Hold |
189
| – | – | 0.02% | 60 |
|
|
2025
Q1 | $46.1K | Hold |
189
| – | – | 0.02% | 60 |
|
|
2024
Q4 | $40.1K | Hold |
189
| – | – | 0.02% | 63 |
|
|
2024
Q3 | $42.2K | Hold |
189
| – | – | 0.02% | 61 |
|
|
2024
Q2 | $39.8K | Sell |
189
-27
| -13% | -$5.69K | 0.02% | 60 |
|
|
2024
Q1 | $44.5K | Buy |
+216
| New | +$44.5K | 0.03% | 59 |
|