Mitchell & Pahl Private Wealth’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 | $225K | Sell |
1,030
-162
| -14% | -$35.4K | 0.1% | 142 |
|
|
2025
Q1 | $291K | Sell |
1,192
-207
| -15% | -$50.5K | 0.14% | 139 |
|
|
2024
Q4 | $297K | Sell |
1,399
-131
| -9% | -$27.8K | 0.14% | 137 |
|
|
2024
Q3 | $341K | Sell |
1,530
-27
| -2% | -$6.02K | 0.16% | 135 |
|
|
2024
Q2 | $328K | Sell |
1,557
-125
| -7% | -$26.3K | 0.17% | 132 |
|
|
2024
Q1 | $346K | Sell |
1,682
-71
| -4% | -$14.6K | 0.18% | 131 |
|
|
2023
Q4 | $332K | Sell |
1,753
-22
| -1% | -$4.17K | 0.19% | 131 |
|
|
2023
Q3 | $338K | Sell |
1,775
-46
| -3% | -$8.75K | 0.2% | 133 |
|
|
2023
Q2 | $342K | Sell |
1,821
-21
| -1% | -$3.95K | 0.21% | 133 |
|
|
2023
Q1 | $307K | Hold |
1,842
| – | – | 0.19% | 138 |
|
|
2022
Q4 | $305K | Hold |
1,842
| – | – | 0.2% | 135 |
|
|
2022
Q3 | $275K | Hold |
1,842
| – | – | 0.2% | 135 |
|
|
2022
Q2 | $286K | Sell |
1,842
-49
| -3% | -$7.61K | 0.2% | 137 |
|
|
2022
Q1 | $322K | Sell |
1,891
-59
| -3% | -$10K | 0.21% | 136 |
|
|
2021
Q4 | $339K | Hold |
1,950
| – | – | 0.22% | 126 |
|
|
2021
Q3 | $295K | Hold |
1,950
| – | – | 0.21% | 130 |
|
|
2021
Q2 | $274K | Hold |
1,950
| – | – | 0.2% | 131 |
|
|
2021
Q1 | $238K | Sell |
1,950
-10
| -0.5% | -$1.22K | 0.18% | 132 |
|
|
2020
Q4 | $229K | Buy |
+1,960
| New | +$229K | 0.19% | 130 |
|