Iron Horse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Hold |
279
| – | – | 0.02% | 124 |
|
|
2025
Q1 | $68.1K | Buy |
279
+39
| +16% | +$9.52K | 0.02% | 106 |
|
|
2024
Q4 | $51K | Hold |
240
| – | – | 0.02% | 114 |
|
|
2024
Q3 | $53.5K | Buy |
240
+45
| +23% | +$10K | 0.02% | 105 |
|
|
2024
Q2 | $41.1K | Buy |
195
+171
| +713% | +$36K | 0.02% | 115 |
|
|
2024
Q1 | $4.94K | Hold |
24
| – | – | ﹤0.01% | 254 |
|
|
2023
Q4 | $4.55K | Hold |
24
| – | – | ﹤0.01% | 274 |
|
|
2023
Q3 | $4.57K | Buy |
+24
| New | +$4.57K | ﹤0.01% | 275 |
|