Kelly Financial Services’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 | $204K | Buy |
935
+16
| +2% | +$3.5K | 0.06% | 114 |
|
|
2025
Q1 | $224K | Buy |
+919
| New | +$224K | 0.08% | 99 |
|
|
2024
Q4 | – | Sell |
-897
| Closed | -$200K | – | 122 |
|
|
2024
Q3 | $200K | Buy |
897
+11
| +1% | +$2.45K | 0.07% | 111 |
|
|
2024
Q2 | $187K | Buy |
886
+61
| +7% | +$12.9K | 0.07% | 113 |
|
|
2024
Q1 | $170K | Buy |
825
+3
| +0.4% | +$618 | 0.07% | 117 |
|
|
2023
Q4 | $156K | Buy |
822
+7
| +0.9% | +$1.33K | 0.06% | 110 |
|
|
2023
Q3 | $155K | Hold |
815
| – | – | 0.07% | 97 |
|
|
2023
Q2 | $153K | Hold |
815
| – | – | 0.07% | 97 |
|
|
2023
Q1 | $136K | Hold |
815
| – | – | 0.07% | 97 |
|
|
2022
Q4 | $135K | Hold |
815
| – | – | 0.07% | 105 |
|
|
2022
Q3 | $122K | Hold |
815
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $127K | Hold |
815
| – | – | 0.07% | 99 |
|
|
2022
Q1 | $139K | Hold |
815
| – | – | 0.06% | 106 |
|
|
2021
Q4 | $142K | Hold |
815
| – | – | 0.06% | 99 |
|
|
2021
Q3 | $123K | Sell |
815
-113,839
| -99% | -$17.2M | 0.07% | 93 |
|
|
2021
Q2 | $815K | Buy |
114,654
+113,839
| +13,968% | +$809K | 0.03% | 136 |
|
|
2021
Q1 | $99.3K | Hold |
815
| – | – | 0.06% | 87 |
|
|
2020
Q4 | $95.4K | Hold |
815
| – | – | 0.07% | 76 |
|
|
2020
Q3 | $93.5K | Hold |
815
| – | – | 0.07% | 60 |
|
|
2020
Q2 | $87.5K | Hold |
815
| – | – | 0.07% | 57 |
|
|
2020
Q1 | $70.5K | Hold |
815
| – | – | 0.09% | 56 |
|
|
2019
Q4 | $90.8K | Hold |
815
| – | – | 0.07% | 55 |
|
|
2019
Q3 | $81.5K | Hold |
815
| – | – | 0.07% | 57 |
|
|
2019
Q2 | $81.3K | Hold |
815
| – | – | 0.07% | 55 |
|
|
2019
Q1 | $76.5K | Buy |
+815
| New | +$76.5K | 0.09% | 56 |
|