NewEdge Wealth’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 | $3.43M | Buy |
16,885
+394
| +2% | +$80.1K | 0.05% | 271 |
|
|
2025
Q1 | $4.02M | Sell |
16,491
-201
| -1% | -$49.1K | 0.07% | 222 |
|
|
2024
Q4 | $3.55M | Sell |
16,692
-223
| -1% | -$47.4K | 0.06% | 245 |
|
|
2024
Q3 | $3.77M | Buy |
16,915
+481
| +3% | +$107K | 0.07% | 243 |
|
|
2024
Q2 | $3.46M | Sell |
16,434
-296
| -2% | -$62.4K | 0.08% | 217 |
|
|
2024
Q1 | $3.34M | Buy |
16,730
+177
| +1% | +$35.3K | 0.07% | 223 |
|
|
2023
Q4 | $3.14M | Sell |
16,553
-914
| -5% | -$173K | 0.08% | 216 |
|
|
2023
Q3 | $3.32M | Sell |
17,467
-1,279
| -7% | -$243K | 0.11% | 172 |
|
|
2023
Q2 | $3.53M | Buy |
18,746
+5,500
| +42% | +$1.03M | 0.12% | 163 |
|
|
2023
Q1 | $2.21M | Sell |
13,246
-511
| -4% | -$85.1K | 0.08% | 207 |
|
|
2022
Q4 | $2.28M | Buy |
13,757
+2,338
| +20% | +$387K | 0.1% | 194 |
|
|
2022
Q3 | $1.71M | Sell |
11,419
-3,609
| -24% | -$539K | 0.08% | 210 |
|
|
2022
Q2 | $2.33M | Buy |
15,028
+8,404
| +127% | +$1.3M | 0.11% | 171 |
|
|
2022
Q1 | $1.13M | Buy |
6,624
+411
| +7% | +$70.1K | 0.05% | 214 |
|
|
2021
Q4 | $1.08M | Buy |
6,213
+1,787
| +40% | +$311K | 0.05% | 228 |
|
|
2021
Q3 | $670K | Sell |
4,426
-1,474
| -25% | -$223K | 0.04% | 204 |
|
|
2021
Q2 | $830K | Sell |
5,900
-1,331
| -18% | -$187K | 0.06% | 187 |
|
|
2021
Q1 | $881K | Sell |
7,231
-7,162
| -50% | -$873K | 0.09% | 171 |
|
|
2020
Q4 | $1.68M | Buy |
+14,393
| New | +$1.68M | 0.52% | 57 |
|