New England Professional Planning Group’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 | $276K | Hold |
1,261
| – | – | 0.13% | 37 |
|
|
2025
Q1 | $308K | Hold |
1,261
| – | – | 0.15% | 32 |
|
|
2024
Q4 | $268K | Buy |
1,261
+50
| +4% | +$10.6K | 0.13% | 35 |
|
|
2024
Q3 | $270K | Hold |
1,211
| – | – | 0.13% | 34 |
|
|
2024
Q2 | $255K | Hold |
1,211
| – | – | 0.13% | 40 |
|
|
2024
Q1 | $249K | Sell |
1,211
-2
| -0.2% | -$412 | 0.13% | 39 |
|
|
2023
Q4 | $230K | Buy |
1,213
+2
| +0.2% | +$379 | 0.13% | 37 |
|
|
2023
Q3 | $230K | Hold |
1,211
| – | – | 0.14% | 30 |
|
|
2023
Q2 | $228K | Hold |
1,211
| – | – | 0.13% | 33 |
|
|
2023
Q1 | $206K | Hold |
1,211
| – | – | 0.12% | 34 |
|
|
2022
Q4 | $200K | Buy |
+1,211
| New | +$200K | 0.11% | 41 |
|
|
2022
Q3 | – | Sell |
-1,449
| Closed | -$224K | – | 38 |
|
|
2022
Q2 | $224K | Hold |
1,449
| – | – | 0.16% | 31 |
|
|
2022
Q1 | $249K | Hold |
1,449
| – | – | 0.15% | 32 |
|
|
2021
Q4 | $239K | Hold |
1,449
| – | – | 0.15% | 36 |
|
|
2021
Q3 | $242K | Hold |
1,449
| – | – | 0.14% | 38 |
|
|
2021
Q2 | $220K | Hold |
1,449
| – | – | 0.13% | 43 |
|
|
2021
Q1 | $200K | Buy |
+1,449
| New | +$200K | 0.12% | 52 |
|