Kingsview Wealth Management’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 | $3.26M | Sell |
14,931
-79
| -0.5% | -$17.3K | 0.06% | 325 |
|
|
2025
Q1 | $3.66M | Sell |
15,010
-11
| -0.1% | -$2.68K | 0.07% | 263 |
|
|
2024
Q4 | $3.19M | Buy |
15,021
+94
| +0.6% | +$20K | 0.06% | 291 |
|
|
2024
Q3 | $3.33M | Buy |
14,927
+1,017
| +7% | +$227K | 0.07% | 254 |
|
|
2024
Q2 | $2.93M | Buy |
13,910
+163
| +1% | +$34.3K | 0.07% | 264 |
|
|
2024
Q1 | $2.83M | Buy |
13,747
+5
| +0% | +$1.03K | 0.07% | 258 |
|
|
2023
Q4 | $2.6M | Buy |
13,742
+43
| +0.3% | +$8.15K | 0.08% | 229 |
|
|
2023
Q3 | $2.61M | Buy |
13,699
+124
| +0.9% | +$23.6K | 0.09% | 228 |
|
|
2023
Q2 | $2.55M | Buy |
13,575
+8,833
| +186% | +$1.66M | 0.1% | 207 |
|
|
2023
Q1 | $790K | Sell |
4,742
-628
| -12% | -$105K | 0.03% | 454 |
|
|
2022
Q4 | $889K | Sell |
5,370
-476
| -8% | -$78.8K | 0.04% | 366 |
|
|
2022
Q3 | $873K | Buy |
5,846
+522
| +10% | +$78K | 0.04% | 358 |
|
|
2022
Q2 | $827K | Sell |
5,324
-1,826
| -26% | -$284K | 0.04% | 414 |
|
|
2022
Q1 | $1.22M | Sell |
7,150
-134
| -2% | -$22.8K | 0.05% | 331 |
|
|
2021
Q4 | $1.27M | Buy |
+7,284
| New | +$1.27M | 0.05% | 324 |
|