Level Four Advisory Services’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 | $761K | Sell |
3,482
-17
| -0.5% | -$3.72K | 0.03% | 438 |
|
|
2025
Q1 | $854K | Buy |
3,499
+2
| +0.1% | +$488 | 0.04% | 388 |
|
|
2024
Q4 | $743K | Buy |
3,497
+109
| +3% | +$23.2K | 0.03% | 417 |
|
|
2024
Q3 | $739K | Sell |
3,388
-19
| -0.6% | -$4.15K | 0.03% | 424 |
|
|
2024
Q2 | $718K | Buy |
3,407
+472
| +16% | +$99.5K | 0.03% | 410 |
|
|
2024
Q1 | $556K | Hold |
2,935
| – | – | 0.03% | 443 |
|
|
2023
Q4 | $556K | Sell |
2,935
-139
| -5% | -$26.3K | 0.03% | 439 |
|
|
2023
Q3 | $585K | Buy |
3,074
+38
| +1% | +$7.23K | 0.04% | 402 |
|
|
2023
Q2 | $571K | Sell |
3,036
-139
| -4% | -$26.1K | 0.03% | 431 |
|
|
2023
Q1 | $529K | Buy |
+3,175
| New | +$529K | 0.03% | 411 |
|