MA
MONECO Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
1,009
+20
| +2% | +$4.37K | 0.02% | 439 |
|
|
2025
Q1 | $241K | Sell |
989
-91
| -8% | -$22.2K | 0.03% | 410 |
|
|
2024
Q4 | $229K | Buy |
1,080
+113
| +12% | +$24K | 0.02% | 423 |
|
|
2024
Q3 | $216K | Buy |
967
+5
| +0.5% | +$1.12K | 0.03% | 408 |
|
|
2024
Q2 | $203K | Buy |
+962
| New | +$203K | 0.03% | 408 |
|