New England Capital Financial Advisors’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 | $89.1K | Hold |
407
| – | – | 0.04% | 85 |
|
|
2025
Q1 | $99.4K | Sell |
407
-19
| -4% | -$4.64K | 0.05% | 82 |
|
|
2024
Q4 | $90.6K | Sell |
426
-30
| -7% | -$6.38K | 0.04% | 87 |
|
|
2024
Q3 | $102K | Hold |
456
| – | – | 0.05% | 76 |
|
|
2024
Q2 | $96.1K | Sell |
456
-57
| -11% | -$12K | 0.05% | 77 |
|
|
2024
Q1 | $106K | Sell |
513
-29
| -5% | -$5.97K | 0.06% | 69 |
|
|
2023
Q4 | $103K | Hold |
542
| – | – | 0.06% | 76 |
|
|
2023
Q3 | $103K | Buy |
542
+1
| +0.2% | +$190 | 0.07% | 71 |
|
|
2023
Q2 | $102K | Hold |
541
| – | – | 0.07% | 74 |
|
|
2023
Q1 | $90.1K | Sell |
541
-144
| -21% | -$24K | 0.06% | 79 |
|
|
2022
Q4 | $119K | Buy |
+685
| New | +$119K | 0.08% | 68 |
|