Journey Advisory Group’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 | $372K | Hold |
1,700
| – | – | 0.03% | 223 |
|
|
2025
Q1 | $415K | Sell |
1,700
-220
| -11% | -$53.7K | 0.03% | 208 |
|
|
2024
Q4 | $405K | Hold |
1,920
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $405K | Hold |
1,920
| – | – | 0.05% | 169 |
|
|
2024
Q2 | $405K | Hold |
1,920
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $395K | Hold |
1,920
| – | – | 0.05% | 175 |
|
|
2023
Q4 | $364K | Hold |
1,920
| – | – | 0.05% | 164 |
|
|
2023
Q3 | $365K | Hold |
1,920
| – | – | 0.05% | 162 |
|
|
2023
Q2 | $361K | Sell |
1,920
-15
| -0.8% | -$2.82K | 0.05% | 166 |
|
|
2023
Q1 | $322K | Buy |
1,935
+120
| +7% | +$20K | 0.05% | 176 |
|
|
2022
Q4 | $300K | Sell |
1,815
-290
| -14% | -$48K | 0.07% | 176 |
|
|
2022
Q3 | $314K | Hold |
2,105
| – | – | 0.08% | 181 |
|
|
2022
Q2 | $341K | Hold |
2,105
| – | – | 0.08% | 188 |
|
|
2022
Q1 | $359K | Hold |
2,105
| – | – | 0.09% | 168 |
|
|
2021
Q4 | $366K | Buy |
+2,105
| New | +$366K | 0.1% | 162 |
|