Meridian 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 | $256K | Buy |
1,172
+269
| +30% | +$58.8K | 0.01% | 588 |
|
|
2025
Q1 | $220K | Sell |
903
-117
| -11% | -$28.6K | 0.01% | 582 |
|
|
2024
Q4 | $217K | Buy |
1,020
+82
| +9% | +$17.4K | 0.01% | 589 |
|
|
2024
Q3 | $209K | Buy |
+938
| New | +$209K | 0.01% | 600 |
|
|
2024
Q2 | – | Sell |
-1,116
| Closed | -$230K | – | 451 |
|
|
2024
Q1 | $230K | Buy |
1,116
+14
| +1% | +$2.88K | 0.04% | 187 |
|
|
2023
Q4 | $209K | Buy |
+1,102
| New | +$209K | 0.01% | 565 |
|