Nicolet Advisory Services’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 | $578K | Sell |
2,921
-283
| -9% | -$56K | 0.05% | 195 |
|
|
2025
Q1 | $733K | Sell |
3,204
-89
| -3% | -$20.4K | 0.07% | 152 |
|
|
2024
Q4 | $689K | Buy |
3,293
+364
| +12% | +$76.1K | 0.06% | 158 |
|
|
2024
Q3 | $650K | Buy |
2,929
+78
| +3% | +$17.3K | 0.06% | 165 |
|
|
2024
Q2 | $613K | Buy |
2,851
+689
| +32% | +$148K | 0.06% | 158 |
|
|
2024
Q1 | $442K | Buy |
2,162
+145
| +7% | +$29.6K | 0.04% | 203 |
|
|
2023
Q4 | $385K | Sell |
2,017
-218
| -10% | -$41.6K | 0.04% | 202 |
|
|
2023
Q3 | $427K | Buy |
2,235
+681
| +44% | +$130K | 0.05% | 175 |
|
|
2023
Q2 | $289K | Buy |
1,554
+86
| +6% | +$16K | 0.03% | 237 |
|
|
2023
Q1 | $249K | Buy |
+1,468
| New | +$249K | 0.03% | 238 |
|