MWM
Mascoma Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1K | Hold |
78
| – | – | ﹤0.01% | 274 |
|
|
2025
Q1 | $19K | Hold |
78
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $16.6K | Buy |
78
+28
| +56% | +$5.95K | ﹤0.01% | 292 |
|
|
2024
Q3 | $11.2K | Hold |
50
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $10.5K | Hold |
50
| – | – | ﹤0.01% | 329 |
|
|
2024
Q1 | $10.3K | Hold |
50
| – | – | ﹤0.01% | 311 |
|
|
2023
Q4 | $9.47K | Sell |
50
-11
| -18% | -$2.08K | ﹤0.01% | 323 |
|
|
2023
Q3 | $11.6K | Buy |
61
+11
| +22% | +$2.09K | ﹤0.01% | 310 |
|
|
2023
Q2 | $9.47K | Hold |
50
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $9.01K | Hold |
50
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $8.27K | Sell |
50
-245
| -83% | -$40.5K | ﹤0.01% | 430 |
|
|
2022
Q3 | $44K | Sell |
295
-3
| -1% | -$447 | 0.02% | 238 |
|
|
2022
Q2 | $46K | Buy |
298
+2
| +0.7% | +$309 | 0.02% | 247 |
|
|
2022
Q1 | $50K | Buy |
296
+112
| +61% | +$18.9K | 0.02% | 260 |
|
|
2021
Q4 | $32K | Buy |
184
+134
| +268% | +$23.3K | 0.01% | 271 |
|
|
2021
Q3 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 358 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$6K | – | 323 |
|
|
2021
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 370 |
|