McClarren 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 | – | Sell |
-244
| Closed | -$80K | – | 205 |
|
|
2025
Q1 | $80K | Buy |
+244
| New | +$80K | 0.05% | 113 |
|
|
2024
Q4 | – | Sell |
-223
| Closed | -$73 | – | 274 |
|
|
2024
Q3 | $73 | Buy |
223
+13
| +6% | +$4 | 0.01% | 106 |
|
|
2024
Q2 | $69K | Sell |
210
-118
| -36% | -$38.8K | 0.05% | 127 |
|
|
2024
Q1 | $68K | Hold |
328
| – | – | 0.05% | 123 |
|
|
2023
Q4 | $62K | Hold |
328
| – | – | 0.05% | 137 |
|
|
2023
Q3 | $62K | Hold |
328
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $61K | Hold |
328
| – | – | 0.05% | 137 |
|
|
2023
Q1 | $54K | Hold |
328
| – | – | 0.05% | 134 |
|
|
2022
Q4 | $54K | Hold |
328
| – | – | 0.05% | 139 |
|
|
2022
Q3 | $48K | Buy |
+328
| New | +$48K | 0.05% | 130 |
|
|
2022
Q2 | – | Sell |
-328
| Closed | -$55K | – | 172 |
|
|
2022
Q1 | $55K | Hold |
328
| – | – | 0.04% | 119 |
|
|
2021
Q4 | $58K | Hold |
328
| – | – | 0.04% | 127 |
|
|
2021
Q3 | $49K | Hold |
328
| – | – | 0.04% | 115 |
|
|
2021
Q2 | $46K | Hold |
328
| – | – | 0.04% | 121 |
|
|
2021
Q1 | $40K | Hold |
328
| – | – | 0.04% | 122 |
|
|
2020
Q4 | $38K | Buy |
+328
| New | +$38K | 0.04% | 115 |
|