Key Financial Inc’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 | $23.2K | Hold |
106
| – | – | ﹤0.01% | 662 |
|
|
2025
Q1 | $25.9K | Hold |
106
| – | – | 0.01% | 600 |
|
|
2024
Q4 | $22.5K | Hold |
106
| – | – | 0.01% | 626 |
|
|
2024
Q3 | $23.6K | Buy |
106
+3
| +3% | +$669 | 0.01% | 616 |
|
|
2024
Q2 | $21.7K | Hold |
103
| – | – | 0.01% | 623 |
|
|
2024
Q1 | $21.2K | Hold |
103
| – | – | 0.01% | 597 |
|
|
2023
Q4 | $19.5K | Hold |
103
| – | – | 0.01% | 595 |
|
|
2023
Q3 | $19.6K | Hold |
103
| – | – | 0.01% | 572 |
|
|
2023
Q2 | $19.4K | Buy |
103
+35
| +51% | +$6.58K | 0.01% | 583 |
|
|
2023
Q1 | $11.3K | Hold |
68
| – | – | ﹤0.01% | 648 |
|
|
2022
Q4 | $10.2K | Hold |
68
| – | – | ﹤0.01% | 628 |
|
|
2022
Q3 | $10K | Buy |
68
+49
| +258% | +$7.21K | ﹤0.01% | 631 |
|
|
2022
Q2 | $3K | Sell |
19
-80
| -81% | -$12.6K | ﹤0.01% | 893 |
|
|
2022
Q1 | $17K | Buy |
99
+80
| +421% | +$13.7K | 0.01% | 527 |
|
|
2021
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 783 |
|
|
2021
Q3 | $3K | Sell |
19
-594
| -97% | -$93.8K | ﹤0.01% | 766 |
|
|
2021
Q2 | $90K | Buy |
613
+594
| +3,126% | +$87.2K | 0.05% | 242 |
|
|
2021
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 687 |
|
|
2020
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 646 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$2K | – | 416 |
|
|
2020
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 605 |
|