Journey Strategic Wealth’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 | $1.54M | Buy |
7,034
+2,521
| +56% | +$551K | 0.05% | 115 |
|
|
2025
Q1 | $1.1M | Buy |
4,513
+141
| +3% | +$34.4K | 0.04% | 123 |
|
|
2024
Q4 | $929K | Buy |
4,372
+16
| +0.4% | +$3.4K | 0.03% | 131 |
|
|
2024
Q3 | $972K | Buy |
4,356
+479
| +12% | +$107K | 0.04% | 130 |
|
|
2024
Q2 | $817K | Buy |
3,877
+1,130
| +41% | +$238K | 0.03% | 108 |
|
|
2024
Q1 | $566K | Buy |
2,747
+578
| +27% | +$119K | 0.03% | 125 |
|
|
2023
Q4 | $411K | Buy |
2,169
+618
| +40% | +$117K | 0.02% | 107 |
|
|
2023
Q3 | $295K | Buy |
1,551
+354
| +30% | +$67.4K | 0.01% | 117 |
|
|
2023
Q2 | $225K | Sell |
1,197
-1,376
| -53% | -$259K | 0.01% | 154 |
|
|
2023
Q1 | $429K | Buy |
2,573
+819
| +47% | +$136K | 0.05% | 117 |
|
|
2022
Q4 | $290K | Buy |
+1,754
| New | +$290K | 0.03% | 146 |
|
|
2022
Q2 | – | Sell |
-1,379
| Closed | -$235K | – | 178 |
|
|
2022
Q1 | $235K | Buy |
1,379
+24
| +2% | +$4.09K | 0.03% | 130 |
|
|
2021
Q4 | $236K | Buy |
+1,355
| New | +$236K | 0.02% | 162 |
|