Marcum Wealth’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 | $331K | Sell |
1,355
-5
| -0.4% | -$1.22K | 0.03% | 266 |
|
|
2024
Q4 | $289K | Sell |
1,360
-2
| -0.1% | -$425 | 0.03% | 288 |
|
|
2024
Q3 | $304K | Sell |
1,362
-230
| -14% | -$51.3K | 0.03% | 282 |
|
|
2024
Q2 | $335K | Buy |
1,592
+324
| +26% | +$68.3K | 0.03% | 250 |
|
|
2024
Q1 | $261K | Buy |
1,268
+102
| +9% | +$21K | 0.03% | 296 |
|
|
2023
Q4 | $221K | Sell |
1,166
-36
| -3% | -$6.82K | 0.02% | 313 |
|
|
2023
Q3 | $229K | Sell |
1,202
-27
| -2% | -$5.14K | 0.03% | 296 |
|
|
2023
Q2 | $231K | Sell |
1,229
-11
| -0.9% | -$2.07K | 0.03% | 300 |
|
|
2023
Q1 | $207K | Buy |
+1,240
| New | +$207K | 0.03% | 320 |
|