Larson Financial Group’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 | $4.07M | Buy |
18,598
+3,002
| +19% | +$656K | 0.16% | 124 |
|
|
2025
Q1 | $3.81M | Buy |
15,596
+2,129
| +16% | +$520K | 0.18% | 106 |
|
|
2024
Q4 | $2.86M | Buy |
13,467
+1,777
| +15% | +$377K | 0.15% | 126 |
|
|
2024
Q3 | $2.61M | Buy |
11,690
+585
| +5% | +$131K | 0.15% | 126 |
|
|
2024
Q2 | $2.34M | Buy |
11,105
+545
| +5% | +$115K | 0.16% | 117 |
|
|
2024
Q1 | $2.18M | Buy |
10,560
+732
| +7% | +$151K | 0.17% | 111 |
|
|
2023
Q4 | $1.86M | Buy |
9,828
+9,571
| +3,724% | +$1.81M | 0.16% | 114 |
|
|
2023
Q3 | $48.9K | Buy |
257
+74
| +40% | +$14.1K | ﹤0.01% | 621 |
|
|
2023
Q2 | $34.4K | Hold |
183
| – | – | ﹤0.01% | 622 |
|
|
2023
Q1 | $30.5K | Hold |
183
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $30.3K | Buy |
183
+18
| +11% | +$2.98K | ﹤0.01% | 609 |
|
|
2022
Q3 | $25K | Buy |
165
+95
| +136% | +$14.4K | ﹤0.01% | 579 |
|
|
2022
Q2 | $11K | Buy |
+70
| New | +$11K | ﹤0.01% | 694 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$6K | – | 611 |
|
|
2019
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 352 |
|
|
2019
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 368 |
|