JGP 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 | $1.1M | Buy |
5,034
+68
| +1% | +$14.9K | 0.13% | 90 |
|
|
2025
Q1 | $1.21M | Buy |
4,966
+65
| +1% | +$15.9K | 0.16% | 81 |
|
|
2024
Q4 | $1.04M | Buy |
4,901
+146
| +3% | +$31K | 0.13% | 93 |
|
|
2024
Q3 | $1.06M | Buy |
4,755
+254
| +6% | +$56.7K | 0.14% | 85 |
|
|
2024
Q2 | $948K | Buy |
4,501
+169
| +4% | +$35.6K | 0.14% | 82 |
|
|
2024
Q1 | $892K | Sell |
4,332
-146
| -3% | -$30.1K | 0.13% | 90 |
|
|
2023
Q4 | $848K | Sell |
4,478
-77
| -2% | -$14.6K | 0.13% | 96 |
|
|
2023
Q3 | $867K | Sell |
4,555
-52
| -1% | -$9.9K | 0.15% | 88 |
|
|
2023
Q2 | $866K | Sell |
4,607
-90
| -2% | -$16.9K | 0.14% | 86 |
|
|
2023
Q1 | $782K | Buy |
4,697
+24
| +0.5% | +$4K | 0.14% | 85 |
|
|
2022
Q4 | $773K | Sell |
4,673
-5
| -0.1% | -$827 | 0.14% | 87 |
|
|
2022
Q3 | $712K | Sell |
4,678
-110
| -2% | -$16.7K | 0.15% | 87 |
|
|
2022
Q2 | $755K | Sell |
4,788
-55
| -1% | -$8.67K | 0.15% | 83 |
|
|
2022
Q1 | $836K | Sell |
4,843
-553
| -10% | -$95.5K | 0.15% | 82 |
|
|
2021
Q4 | $889K | Buy |
5,396
+963
| +22% | +$159K | 0.17% | 81 |
|
|
2021
Q3 | $671K | Buy |
4,433
+346
| +8% | +$52.4K | 0.15% | 87 |
|
|
2021
Q2 | $575K | Buy |
4,087
+702
| +21% | +$98.8K | 0.12% | 93 |
|
|
2021
Q1 | $412K | Buy |
3,385
+186
| +6% | +$22.6K | 0.09% | 108 |
|
|
2020
Q4 | $357K | Buy |
3,199
+619
| +24% | +$69.1K | 0.08% | 110 |
|
|
2020
Q3 | $296K | Buy |
2,580
+496
| +24% | +$56.9K | 0.08% | 107 |
|
|
2020
Q2 | $227K | Buy |
+2,084
| New | +$227K | 0.07% | 117 |
|