Johnson & White 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 | $332K | Hold |
1,520
| – | – | 0.17% | 80 |
|
|
2025
Q1 | $371K | Buy |
1,520
+5
| +0.3% | +$1.22K | 0.21% | 71 |
|
|
2024
Q4 | $320K | Buy |
+1,515
| New | +$320K | 0.19% | 75 |
|
|
2024
Q2 | – | Sell |
-1,519
| Closed | -$313K | – | 73 |
|
|
2024
Q1 | $313K | Hold |
1,519
| – | – | 0.23% | 64 |
|
|
2023
Q4 | $288K | Hold |
1,519
| – | – | 0.24% | 67 |
|
|
2023
Q3 | $289K | Buy |
+1,519
| New | +$289K | 0.26% | 62 |
|
|
2023
Q2 | – | Sell |
-1,324
| Closed | -$221K | – | 58 |
|
|
2023
Q1 | $221K | Buy |
+1,324
| New | +$221K | 0.2% | 71 |
|