Kestra Private Wealth 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 | $2.82M | Buy |
12,912
+1,073
| +9% | +$235K | 0.04% | 406 |
|
|
2025
Q1 | $2.89M | Buy |
11,839
+840
| +8% | +$205K | 0.05% | 369 |
|
|
2024
Q4 | $2.34M | Buy |
10,999
+937
| +9% | +$199K | 0.04% | 396 |
|
|
2024
Q3 | $2.24M | Buy |
10,062
+343
| +4% | +$76.5K | 0.04% | 398 |
|
|
2024
Q2 | $2.05M | Sell |
9,719
-328
| -3% | -$69.1K | 0.04% | 389 |
|
|
2024
Q1 | $2.07M | Buy |
10,047
+510
| +5% | +$105K | 0.05% | 367 |
|
|
2023
Q4 | $1.81M | Buy |
9,537
+1,793
| +23% | +$340K | 0.05% | 371 |
|
|
2023
Q3 | $1.47M | Buy |
7,744
+177
| +2% | +$33.7K | 0.05% | 374 |
|
|
2023
Q2 | $1.42M | Buy |
7,567
+228
| +3% | +$42.9K | 0.05% | 361 |
|
|
2023
Q1 | $1.22M | Buy |
7,339
+404
| +6% | +$67.3K | 0.05% | 365 |
|
|
2022
Q4 | $1.15M | Sell |
6,935
-419
| -6% | -$69.3K | 0.06% | 339 |
|
|
2022
Q3 | $1.1M | Buy |
7,354
+64
| +0.9% | +$9.56K | 0.06% | 315 |
|
|
2022
Q2 | $1.13M | Buy |
7,290
+80
| +1% | +$12.4K | 0.06% | 316 |
|
|
2022
Q1 | $1.23M | Sell |
7,210
-136
| -2% | -$23.2K | 0.06% | 330 |
|
|
2021
Q4 | $1.28M | Buy |
7,346
+2,431
| +49% | +$423K | 0.06% | 326 |
|
|
2021
Q3 | $744K | Buy |
4,915
+28
| +0.6% | +$4.24K | 0.04% | 435 |
|
|
2021
Q2 | $688K | Sell |
4,887
-42
| -0.9% | -$5.91K | 0.04% | 432 |
|
|
2021
Q1 | $600K | Buy |
4,929
+1,184
| +32% | +$144K | 0.04% | 413 |
|
|
2020
Q4 | $431K | Buy |
3,745
+281
| +8% | +$32.3K | 0.03% | 469 |
|
|
2020
Q3 | $397K | Buy |
+3,464
| New | +$397K | 0.03% | 432 |
|