Moisand Fitzgerald Tamayo’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 | $19.5K | Hold |
89
| – | – | ﹤0.01% | 275 |
|
|
2025
Q1 | $21.7K | Hold |
89
| – | – | ﹤0.01% | 262 |
|
|
2024
Q4 | $18.9K | Hold |
89
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $19.9K | Hold |
89
| – | – | ﹤0.01% | 280 |
|
|
2024
Q2 | $18.8K | Hold |
89
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $18.3K | Hold |
89
| – | – | ﹤0.01% | 253 |
|
|
2023
Q4 | $16.9K | Hold |
89
| – | – | ﹤0.01% | 272 |
|
|
2023
Q3 | $16.9K | Hold |
89
| – | – | ﹤0.01% | 272 |
|
|
2023
Q2 | $16.7K | Hold |
89
| – | – | ﹤0.01% | 269 |
|
|
2023
Q1 | $14.8K | Hold |
89
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $14.7K | Buy |
89
+24
| +37% | +$3.97K | ﹤0.01% | 281 |
|
|
2022
Q3 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 284 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$6K | – | 386 |
|
|
2020
Q4 | $6K | Buy |
50
+14
| +39% | +$1.68K | ﹤0.01% | 253 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 260 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 218 |
|