MGWM
Marks Group Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.3M | Buy |
37,979
+237
| +0.6% | +$51.8K | 0.77% | 61 |
|
|
2025
Q1 | $9.21M | Buy |
37,742
+615
| +2% | +$150K | 0.89% | 29 |
|
|
2024
Q4 | $7.89M | Sell |
37,127
-1,026
| -3% | -$218K | 0.78% | 54 |
|
|
2024
Q3 | $8.51M | Buy |
38,153
+136
| +0.4% | +$30.3K | 0.81% | 50 |
|
|
2024
Q2 | $8.01M | Sell |
38,017
-483
| -1% | -$102K | 0.84% | 46 |
|
|
2024
Q1 | $7.93M | Sell |
38,500
-42
| -0.1% | -$8.65K | 0.83% | 48 |
|
|
2023
Q4 | $7.3M | Sell |
38,542
-383
| -1% | -$72.6K | 0.83% | 41 |
|
|
2023
Q3 | $7.41M | Sell |
38,925
-449
| -1% | -$85.4K | 0.92% | 23 |
|
|
2023
Q2 | $7.41M | Buy |
39,374
+231
| +0.6% | +$43.4K | 0.88% | 35 |
|
|
2023
Q1 | $6.52M | Buy |
39,143
+259
| +0.7% | +$43.1K | 0.83% | 46 |
|
|
2022
Q4 | $6.43M | Buy |
38,884
+41
| +0.1% | +$6.79K | 0.88% | 38 |
|
|
2022
Q3 | $5.8M | Buy |
38,843
+939
| +2% | +$140K | 0.88% | 37 |
|
|
2022
Q2 | $5.89M | Sell |
37,904
-2,071
| -5% | -$322K | 0.85% | 32 |
|
|
2022
Q1 | $6.81M | Buy |
39,975
+2,730
| +7% | +$465K | 0.86% | 34 |
|
|
2021
Q4 | $6.47M | Sell |
37,245
-3,332
| -8% | -$578K | 0.79% | 41 |
|
|
2021
Q3 | $6.14M | Sell |
40,577
-650
| -2% | -$98.4K | 0.83% | 36 |
|
|
2021
Q2 | $5.81M | Sell |
41,227
-3,227
| -7% | -$455K | 0.8% | 42 |
|
|
2021
Q1 | $5.42M | Buy |
44,454
+2,518
| +6% | +$307K | 0.8% | 47 |
|
|
2020
Q4 | $4.91M | Buy |
41,936
+156
| +0.4% | +$18.3K | 0.76% | 54 |
|
|
2020
Q3 | $4.79M | Sell |
41,780
-18
| -0% | -$2.07K | 0.87% | 37 |
|
|
2020
Q2 | $4.49M | Sell |
41,798
-370
| -0.9% | -$39.8K | 0.91% | 27 |
|
|
2020
Q1 | $3.64M | Sell |
42,168
-2,149
| -5% | -$185K | 0.94% | 49 |
|
|
2019
Q4 | $4.94M | Buy |
+44,317
| New | +$4.94M | 0.97% | 19 |
|