Mission 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 | $1.89M | Buy |
8,653
+29
| +0.3% | +$6.34K | 0.04% | 213 |
|
|
2025
Q1 | $2.1M | Buy |
8,624
+914
| +12% | +$223K | 0.05% | 182 |
|
|
2024
Q4 | $1.64M | Sell |
7,710
-621
| -7% | -$132K | 0.04% | 202 |
|
|
2024
Q3 | $1.86M | Sell |
8,331
-38
| -0.5% | -$8.48K | 0.05% | 179 |
|
|
2024
Q2 | $1.76M | Sell |
8,369
-1,387
| -14% | -$292K | 0.05% | 177 |
|
|
2024
Q1 | $2.01M | Buy |
9,756
+85
| +0.9% | +$17.5K | 0.05% | 176 |
|
|
2023
Q4 | $1.83M | Buy |
9,671
+339
| +4% | +$64.2K | 0.06% | 151 |
|
|
2023
Q3 | $1.78M | Buy |
9,332
+145
| +2% | +$27.6K | 0.07% | 141 |
|
|
2023
Q2 | $1.73M | Buy |
9,187
+77
| +0.8% | +$14.5K | 0.07% | 139 |
|
|
2023
Q1 | $1.52M | Buy |
9,110
+143
| +2% | +$23.8K | 0.06% | 158 |
|
|
2022
Q4 | $1.48M | Sell |
8,967
-62
| -0.7% | -$10.3K | 0.07% | 145 |
|
|
2022
Q3 | $1.35M | Sell |
9,029
-16
| -0.2% | -$2.39K | 0.07% | 139 |
|
|
2022
Q2 | $1.4M | Buy |
9,045
+935
| +12% | +$145K | 0.07% | 141 |
|
|
2022
Q1 | $1.38M | Buy |
8,110
+597
| +8% | +$102K | 0.06% | 143 |
|
|
2021
Q4 | $1.31M | Buy |
7,513
+363
| +5% | +$63.1K | 0.06% | 152 |
|
|
2021
Q3 | $1.08M | Sell |
7,150
-218
| -3% | -$33K | 0.06% | 159 |
|
|
2021
Q2 | $1.04M | Sell |
7,368
-143
| -2% | -$20.1K | 0.06% | 161 |
|
|
2021
Q1 | $915K | Buy |
7,511
+847
| +13% | +$103K | 0.05% | 157 |
|
|
2020
Q4 | $780K | Buy |
6,664
+1,507
| +29% | +$176K | 0.05% | 163 |
|
|
2020
Q3 | $592K | Buy |
5,157
+195
| +4% | +$22.4K | 0.04% | 179 |
|
|
2020
Q2 | $533K | Buy |
4,962
+288
| +6% | +$30.9K | 0.05% | 175 |
|
|
2020
Q1 | $404K | Sell |
4,674
-20
| -0.4% | -$1.73K | 0.04% | 178 |
|
|
2019
Q4 | $523K | Buy |
4,694
+114
| +2% | +$12.7K | 0.05% | 181 |
|
|
2019
Q3 | $458K | Sell |
4,580
-193
| -4% | -$19.3K | 0.05% | 180 |
|
|
2019
Q2 | $476K | Sell |
4,773
-54
| -1% | -$5.39K | 0.05% | 174 |
|
|
2019
Q1 | $453K | Buy |
4,827
+273
| +6% | +$25.6K | 0.05% | 181 |
|
|
2018
Q4 | $363K | Buy |
4,554
+175
| +4% | +$13.9K | 0.05% | 177 |
|
|
2018
Q3 | $362K | Buy |
4,379
+680
| +18% | +$56.2K | 0.05% | 188 |
|
|
2018
Q2 | $303K | Buy |
3,699
+453
| +14% | +$37.1K | 0.04% | 196 |
|
|
2018
Q1 | $268K | Buy |
3,246
+205
| +7% | +$16.9K | 0.04% | 177 |
|
|
2017
Q4 | $248K | Sell |
3,041
-34
| -1% | -$2.77K | 0.04% | 179 |
|
|
2017
Q3 | $258K | Buy |
3,075
+472
| +18% | +$39.6K | 0.05% | 156 |
|
|
2017
Q2 | $203K | Buy |
+2,603
| New | +$203K | 0.04% | 180 |
|