Members Advisory Group’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 | $221K | Hold |
1,010
| – | – | 0.08% | 33 |
|
|
2025
Q1 | $246K | Hold |
1,010
| – | – | 0.1% | 30 |
|
|
2024
Q4 | $215K | Buy |
1,010
+3
| +0.3% | +$638 | 0.09% | 33 |
|
|
2024
Q3 | $225K | Buy |
1,007
+4
| +0.4% | +$893 | 0.11% | 31 |
|
|
2024
Q2 | $211K | Buy |
1,003
+3
| +0.3% | +$632 | 0.12% | 30 |
|
|
2024
Q1 | $206K | Buy |
+1,000
| New | +$206K | 0.12% | 26 |
|