MWM
MinichMacGregor Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Sell |
23,327
-2,160
| -8% | -$472K | 1.09% | 35 |
|
|
2025
Q1 | $6.22M | Sell |
25,487
-13,661
| -35% | -$3.33M | 1.39% | 28 |
|
|
2024
Q4 | $8.32M | Buy |
39,148
+1,473
| +4% | +$313K | 1.73% | 25 |
|
|
2024
Q3 | $8.4M | Buy |
37,675
+970
| +3% | +$216K | 1.8% | 27 |
|
|
2024
Q2 | $7.73M | Buy |
36,705
+4,487
| +14% | +$946K | 1.89% | 27 |
|
|
2024
Q1 | $6.57M | Buy |
+32,218
| New | +$6.57M | 1.68% | 31 |
|
|
2017
Q4 | – | Sell |
-10
| Closed | – | – | 512 |
|
|
2017
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 511 |
|