Meeder Advisory Services’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 | $2.03M | Buy |
9,303
+436
| +5% | +$95.3K | 0.11% | 146 |
|
2025
Q1 | $2.16M | Buy |
8,867
+807
| +10% | +$197K | 0.13% | 132 |
|
2024
Q4 | $1.71M | Buy |
8,060
+91
| +1% | +$19.3K | 0.11% | 144 |
|
2024
Q3 | $1.78M | Sell |
7,969
-60
| -0.7% | -$13.4K | 0.12% | 144 |
|
2024
Q2 | $1.69M | Buy |
8,029
+2,353
| +41% | +$496K | 0.12% | 141 |
|
2024
Q1 | $1.17M | Buy |
5,676
+276
| +5% | +$56.9K | 0.12% | 149 |
|
2023
Q4 | $1.02M | Sell |
5,400
-24
| -0.4% | -$4.55K | 0.12% | 151 |
|
2023
Q3 | $1.03M | Sell |
5,424
-1,433
| -21% | -$273K | 0.13% | 132 |
|
2023
Q2 | $1.29M | Buy |
6,857
+630
| +10% | +$118K | 0.14% | 125 |
|
2023
Q1 | $1.04M | Buy |
6,227
+482
| +8% | +$80.3K | 0.12% | 146 |
|
2022
Q4 | $951K | Buy |
+5,745
| New | +$951K | 0.12% | 162 |
|