McGlone Suttner Wealth Management’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 | $230K | Buy |
1,054
+29
| +3% | +$6.34K | 0.03% | 178 |
|
|
2025
Q1 | $250K | Buy |
1,025
+14
| +1% | +$3.42K | 0.04% | 162 |
|
|
2024
Q4 | $215K | Buy |
1,011
+22
| +2% | +$4.67K | 0.04% | 167 |
|
|
2024
Q3 | $221K | Buy |
+989
| New | +$221K | 0.05% | 157 |
|
|
2024
Q2 | – | Sell |
-1,005
| Closed | -$207K | – | 170 |
|
|
2024
Q1 | $207K | Buy |
1,005
+25
| +3% | +$5.15K | 0.04% | 160 |
|
|
2023
Q4 | $186K | Buy |
+980
| New | +$186K | 0.04% | 166 |
|