Mark Sheptoff Financial Planning’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 | $352K | Hold |
1,609
| – | – | 0.19% | 68 |
|
|
2025
Q1 | $393K | Hold |
1,609
| – | – | 0.22% | 64 |
|
|
2024
Q4 | $342K | Hold |
1,609
| – | – | 0.18% | 67 |
|
|
2024
Q3 | $359K | Hold |
1,609
| – | – | 0.19% | 65 |
|
|
2024
Q2 | $339K | Hold |
1,609
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $331K | Hold |
1,609
| – | – | 0.18% | 70 |
|
|
2023
Q4 | $305K | Hold |
1,609
| – | – | 0.18% | 69 |
|
|
2023
Q3 | $306K | Hold |
1,609
| – | – | 0.2% | 64 |
|
|
2023
Q2 | $303K | Hold |
1,609
| – | – | 0.17% | 74 |
|
|
2023
Q1 | $268K | Hold |
1,609
| – | – | 0.16% | 83 |
|
|
2022
Q4 | $266K | Hold |
1,609
| – | – | 0.16% | 80 |
|
|
2022
Q3 | $240K | Hold |
1,609
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $250K | Hold |
1,609
| – | – | 0.14% | 85 |
|
|
2022
Q1 | $274K | Hold |
1,609
| – | – | 0.14% | 86 |
|
|
2021
Q4 | $280K | Buy |
1,609
+9
| +0.6% | +$1.57K | 0.13% | 88 |
|
|
2021
Q3 | $242K | Hold |
1,600
| – | – | 0.13% | 94 |
|
|
2021
Q2 | $225K | Sell |
1,600
-500
| -24% | -$70.3K | 0.12% | 97 |
|
|
2021
Q1 | $256K | Hold |
2,100
| – | – | 0.15% | 83 |
|
|
2020
Q4 | $246K | Hold |
2,100
| – | – | 0.14% | 87 |
|
|
2020
Q3 | $241K | Hold |
2,100
| – | – | 0.15% | 81 |
|
|
2020
Q2 | $225K | Hold |
2,100
| – | – | 0.15% | 82 |
|
|
2020
Q1 | $182K | Hold |
2,100
| – | – | 0.14% | 81 |
|
|
2019
Q4 | $234K | Hold |
2,100
| – | – | 0.15% | 85 |
|
|
2019
Q3 | $210K | Hold |
2,100
| – | – | 0.14% | 90 |
|
|
2019
Q2 | $209K | Hold |
2,100
| – | – | 0.14% | 96 |
|
|
2019
Q1 | $197K | Hold |
2,100
| – | – | 0.14% | 97 |
|
|
2018
Q4 | $167K | Hold |
2,100
| – | – | 0.14% | 88 |
|
|
2018
Q3 | $174K | Hold |
2,100
| – | – | 0.12% | 110 |
|
|
2018
Q2 | $172K | Hold |
2,100
| – | – | 0.13% | 105 |
|
|
2018
Q1 | $173K | Sell |
2,100
-300
| -13% | -$24.7K | 0.12% | 107 |
|
|
2017
Q4 | $195K | Hold |
2,400
| – | – | 0.13% | 102 |
|
|
2017
Q3 | $201K | Hold |
2,400
| – | – | 0.13% | 109 |
|
|
2017
Q2 | $187K | Sell |
2,400
-1
| -0% | -$78 | 0.13% | 109 |
|
|
2017
Q1 | $177K | Buy |
2,401
+1
| +0% | +$74 | 0.13% | 111 |
|
|
2016
Q4 | $162K | Hold |
2,400
| – | – | 0.12% | 111 |
|
|
2016
Q3 | $161K | Hold |
2,400
| – | – | 0.12% | 108 |
|
|
2016
Q2 | $164K | Hold |
2,400
| – | – | 0.12% | 100 |
|
|
2016
Q1 | $146K | Hold |
2,400
| – | – | 0.12% | 104 |
|
|
2015
Q4 | $133K | Hold |
2,400
| – | – | 0.11% | 117 |
|
|
2015
Q3 | $125K | Hold |
2,400
| – | – | 0.11% | 121 |
|
|
2015
Q2 | $136K | Hold |
2,400
| – | – | 0.11% | 123 |
|
|
2015
Q1 | $135K | Hold |
2,400
| – | – | 0.11% | 122 |
|
|
2014
Q4 | $137K | Hold |
2,400
| – | – | 0.12% | 110 |
|
|
2014
Q3 | $126K | Hold |
2,400
| – | – | 0.11% | 128 |
|
|
2014
Q2 | $124K | Hold |
2,400
| – | – | 0.11% | 130 |
|
|
2014
Q1 | $118K | Buy |
+2,400
| New | +$118K | 0.1% | 137 |
|