Northwest Capital Management’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 | $10.5K | Sell |
48
-10
| -17% | -$2.19K | 0.01% | 268 |
|
|
2025
Q1 | $14.2K | Hold |
58
| – | – | 0.01% | 282 |
|
|
2024
Q4 | $12.3K | Hold |
58
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $12.9K | Hold |
58
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $12.2K | Hold |
58
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $11.9K | Hold |
58
| – | – | ﹤0.01% | 372 |
|
|
2023
Q4 | $11K | Buy |
58
+10
| +21% | +$1.9K | ﹤0.01% | 367 |
|
|
2023
Q3 | $9.13K | Hold |
48
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $9.03K | Buy |
+48
| New | +$9.03K | ﹤0.01% | 385 |
|