Marshall Financial Group (Maryland)’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 | $841K | Buy |
+3,944
| New | +$841K | 0.16% | 150 |
|
|
2024
Q4 | – | Sell |
-4,814
| Closed | -$1.07M | – | 226 |
|
|
2024
Q3 | $1.07M | Buy |
4,814
+67
| +1% | +$14.9K | 0.26% | 107 |
|
|
2024
Q2 | $1M | Buy |
4,747
+319
| +7% | +$67.2K | 0.28% | 97 |
|
|
2024
Q1 | $912K | Buy |
4,428
+435
| +11% | +$89.6K | 0.26% | 105 |
|
|
2023
Q4 | $757K | Buy |
+3,993
| New | +$757K | 0.24% | 111 |
|
|
2023
Q1 | – | Sell |
-5,749
| Closed | -$951K | – | 185 |
|
|
2022
Q4 | $951K | Buy |
5,749
+569
| +11% | +$94.2K | 0.37% | 99 |
|
|
2022
Q3 | $773K | Buy |
5,180
+31
| +0.6% | +$4.63K | 0.33% | 100 |
|
|
2022
Q2 | $799K | Buy |
+5,149
| New | +$799K | 0.32% | 103 |
|