Northeast Financial Consultants’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 | $331K | Hold |
1,514
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $369K | Hold |
1,514
| – | – | 0.02% | 224 |
|
|
2024
Q4 | $322K | Hold |
1,514
| – | – | 0.01% | 238 |
|
|
2024
Q3 | $338K | Buy |
1,514
+14
| +0.9% | +$3.12K | 0.01% | 230 |
|
|
2024
Q2 | $316K | Sell |
1,500
-1,060
| -41% | -$223K | 0.01% | 225 |
|
|
2024
Q1 | $527K | Hold |
2,560
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $485K | Hold |
2,560
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $487K | Hold |
2,560
| – | – | 0.03% | 181 |
|
|
2023
Q2 | $481K | Buy |
2,560
+100
| +4% | +$18.8K | 0.03% | 186 |
|
|
2023
Q1 | $410K | Sell |
2,460
-100
| -4% | -$16.7K | 0.03% | 216 |
|
|
2022
Q4 | $424K | Hold |
2,560
| – | – | 0.03% | 209 |
|
|
2022
Q3 | $382K | Buy |
2,560
+1,050
| +70% | +$157K | 0.03% | 228 |
|
|
2022
Q2 | $234K | Sell |
1,510
-92
| -6% | -$14.3K | 0.02% | 293 |
|
|
2022
Q1 | $273K | Buy |
1,602
+92
| +6% | +$15.7K | 0.02% | 318 |
|
|
2021
Q4 | $262K | Sell |
1,510
-45
| -3% | -$7.81K | 0.02% | 300 |
|
|
2021
Q3 | $235K | Hold |
1,555
| – | – | 0.02% | 313 |
|
|
2021
Q2 | $219K | Buy |
+1,555
| New | +$219K | 0.01% | 328 |
|