Legacy Capital Wealth Partners’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 | $859K | Sell |
3,928
-292
| -7% | -$63.8K | 0.2% | 103 |
|
|
2025
Q1 | $1.03M | Sell |
4,220
-453
| -10% | -$111K | 0.25% | 75 |
|
|
2024
Q4 | $993K | Buy |
4,673
+205
| +5% | +$43.5K | 0.25% | 78 |
|
|
2024
Q3 | $997K | Sell |
4,468
-246
| -5% | -$54.9K | 0.2% | 104 |
|
|
2024
Q2 | $993K | Buy |
+4,714
| New | +$993K | 0.25% | 79 |
|
|
2024
Q1 | – | Sell |
-3,992
| Closed | -$756K | – | 256 |
|
|
2023
Q4 | $756K | Sell |
3,992
-524
| -12% | -$99.3K | 0.21% | 98 |
|
|
2023
Q3 | $859K | Buy |
+4,516
| New | +$859K | 0.24% | 86 |
|
|
2023
Q2 | – | Sell |
-4,326
| Closed | -$720K | – | 158 |
|
|
2023
Q1 | $720K | Buy |
+4,326
| New | +$720K | 0.2% | 104 |
|