Modera 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 | $459K | Sell |
2,097
-38
| -2% | -$8.31K | 0.01% | 462 |
|
|
2025
Q1 | $521K | Buy |
2,135
+250
| +13% | +$61K | 0.01% | 426 |
|
|
2024
Q4 | $400K | Buy |
1,885
+46
| +3% | +$9.77K | ﹤0.01% | 470 |
|
|
2024
Q3 | $410K | Sell |
1,839
-34
| -2% | -$7.59K | 0.01% | 442 |
|
|
2024
Q2 | $395K | Sell |
1,873
-40
| -2% | -$8.43K | 0.01% | 430 |
|
|
2024
Q1 | $394K | Buy |
1,913
+92
| +5% | +$18.9K | 0.01% | 429 |
|
|
2023
Q4 | $345K | Buy |
1,821
+40
| +2% | +$7.58K | 0.01% | 442 |
|
|
2023
Q3 | $339K | Buy |
1,781
+114
| +7% | +$21.7K | 0.01% | 427 |
|
|
2023
Q2 | $314K | Buy |
+1,667
| New | +$314K | 0.01% | 463 |
|
|
2022
Q1 | – | Sell |
-3,974
| Closed | -$691K | – | 507 |
|
|
2021
Q4 | $691K | Buy |
+3,974
| New | +$691K | 0.03% | 220 |
|