Mayflower Financial Advisors’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 | $549K | Buy |
2,510
+381
| +18% | +$83.3K | 0.08% | 227 |
|
|
2025
Q1 | $520K | Buy |
2,129
+36
| +2% | +$8.79K | 0.08% | 222 |
|
|
2024
Q4 | $445K | Buy |
2,093
+82
| +4% | +$17.4K | 0.07% | 241 |
|
|
2024
Q3 | $449K | Buy |
2,011
+37
| +2% | +$8.26K | 0.07% | 237 |
|
|
2024
Q2 | $416K | Buy |
1,974
+71
| +4% | +$15K | 0.07% | 236 |
|
|
2024
Q1 | $392K | Buy |
1,903
+362
| +23% | +$74.6K | 0.07% | 246 |
|
|
2023
Q4 | $292K | Buy |
+1,541
| New | +$292K | 0.04% | 268 |
|