Meritas 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 | $613K | Hold |
2,805
| – | – | 0.34% | 33 |
|
|
2025
Q1 | $685K | Hold |
2,805
| – | – | 0.4% | 30 |
|
|
2024
Q4 | $596K | Hold |
2,805
| – | – | 0.36% | 29 |
|
|
2024
Q3 | $626K | Buy |
2,805
+34
| +1% | +$7.59K | 0.39% | 28 |
|
|
2024
Q2 | $584K | Hold |
2,771
| – | – | 0.41% | 28 |
|
|
2024
Q1 | $571K | Hold |
2,771
| – | – | 0.4% | 29 |
|
|
2023
Q4 | $525K | Buy |
2,771
+350
| +14% | +$66.3K | 0.39% | 27 |
|
|
2023
Q3 | $461K | Hold |
2,421
| – | – | 0.35% | 26 |
|
|
2023
Q2 | $455K | Hold |
2,421
| – | – | 0.34% | 28 |
|
|
2023
Q1 | $403K | Sell |
2,421
-6
| -0.2% | -$999 | 0.32% | 29 |
|
|
2022
Q4 | $402K | Buy |
+2,427
| New | +$402K | 0.33% | 33 |
|