NewSquare Capital’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 | $52.5K | Buy |
240
+77
| +47% | +$16.8K | ﹤0.01% | 279 |
|
|
2025
Q1 | $39.8K | Buy |
163
+151
| +1,258% | +$36.8K | ﹤0.01% | 255 |
|
|
2024
Q4 | $2.55K | Buy |
+12
| New | +$2.55K | ﹤0.01% | 489 |
|
|
2023
Q4 | – | Sell |
-226
| Closed | -$43K | – | 590 |
|
|
2023
Q3 | $43K | Buy |
226
+37
| +20% | +$7.04K | ﹤0.01% | 200 |
|
|
2023
Q2 | $35.5K | Hold |
189
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $31.5K | Buy |
189
+12
| +7% | +$2K | ﹤0.01% | 222 |
|
|
2022
Q4 | $29.3K | Sell |
177
-12
| -6% | -$1.99K | ﹤0.01% | 195 |
|
|
2022
Q3 | $28K | Buy |
189
+12
| +7% | +$1.78K | ﹤0.01% | 199 |
|
|
2022
Q2 | $27K | Sell |
177
-22,453
| -99% | -$3.43M | ﹤0.01% | 212 |
|
|
2022
Q1 | $3.86M | Buy |
22,630
+22,453
| +12,685% | +$3.83M | 0.41% | 77 |
|
|
2021
Q4 | $31K | Hold |
177
| – | – | ﹤0.01% | 218 |
|
|
2021
Q3 | $27K | Hold |
177
| – | – | ﹤0.01% | 219 |
|
|
2021
Q2 | $25K | Buy |
+177
| New | +$25K | ﹤0.01% | 220 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$2K | – | 379 |
|
|
2020
Q2 | $2K | Sell |
15
-118
| -89% | -$15.7K | ﹤0.01% | 322 |
|
|
2020
Q1 | $11K | Buy |
+133
| New | +$11K | ﹤0.01% | 234 |
|
|
2019
Q3 | – | Sell |
-133
| Closed | -$13K | – | 327 |
|
|
2019
Q2 | $13K | Hold |
133
| – | – | ﹤0.01% | 242 |
|
|
2019
Q1 | $12K | Hold |
133
| – | – | ﹤0.01% | 230 |
|
|
2018
Q4 | $11K | Hold |
133
| – | – | ﹤0.01% | 220 |
|
|
2018
Q3 | $11K | Hold |
133
| – | – | ﹤0.01% | 241 |
|
|
2018
Q2 | $12K | Hold |
133
| – | – | ﹤0.01% | 231 |
|
|
2018
Q1 | $11K | Hold |
133
| – | – | ﹤0.01% | 224 |
|
|
2017
Q4 | $11K | Hold |
133
| – | – | ﹤0.01% | 226 |
|
|
2017
Q3 | $11K | Hold |
133
| – | – | ﹤0.01% | 206 |
|
|
2017
Q2 | $10K | Hold |
133
| – | – | ﹤0.01% | 196 |
|
|
2017
Q1 | $10K | Hold |
133
| – | – | ﹤0.01% | 198 |
|
|
2016
Q4 | $9K | Hold |
133
| – | – | ﹤0.01% | 217 |
|
|
2016
Q3 | $9K | Buy |
+133
| New | +$9K | ﹤0.01% | 263 |
|