Legacy Capital Group California’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,566
| Closed | -$545K | – | 342 |
|
|
2024
Q4 | $545K | Sell |
2,566
-4
| -0.2% | -$850 | 0.17% | 165 |
|
|
2024
Q3 | $573K | Buy |
2,570
+14
| +0.5% | +$3.12K | 0.19% | 154 |
|
|
2024
Q2 | $539K | Sell |
2,556
-18
| -0.7% | -$3.79K | 0.19% | 152 |
|
|
2024
Q1 | $530K | Sell |
2,574
-44
| -2% | -$9.06K | 0.2% | 163 |
|
|
2023
Q4 | $496K | Buy |
2,618
+73
| +3% | +$13.8K | 0.19% | 161 |
|
|
2023
Q3 | $484K | Sell |
2,545
-31
| -1% | -$5.9K | 0.21% | 145 |
|
|
2023
Q2 | $484K | Buy |
2,576
+86
| +3% | +$16.2K | 0.2% | 158 |
|
|
2023
Q1 | $415K | Buy |
+2,490
| New | +$415K | 0.2% | 148 |
|