NWAM LLC’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,248
| Closed | -$265K | – | 569 |
|
|
2024
Q4 | $265K | Sell |
1,248
-37
| -3% | -$7.86K | 0.02% | 504 |
|
|
2024
Q3 | $287K | Sell |
1,285
-1
| -0.1% | -$223 | 0.02% | 504 |
|
|
2024
Q2 | $271K | Sell |
1,286
-40
| -3% | -$8.43K | 0.08% | 122 |
|
|
2024
Q1 | $270K | Sell |
1,326
-4
| -0.3% | -$816 | 0.02% | 457 |
|
|
2023
Q4 | $252K | Buy |
1,330
+6
| +0.5% | +$1.14K | 0.02% | 478 |
|
|
2023
Q3 | $252K | Sell |
1,324
-302
| -19% | -$57.5K | 0.03% | 422 |
|
|
2023
Q2 | $306K | Sell |
1,626
-151
| -8% | -$28.4K | 0.03% | 417 |
|
|
2023
Q1 | $296K | Buy |
1,777
+48
| +3% | +$8K | 0.03% | 367 |
|
|
2022
Q4 | $286K | Sell |
1,729
-158
| -8% | -$26.1K | 0.03% | 424 |
|
|
2022
Q3 | $282K | Buy |
1,887
+302
| +19% | +$45.1K | 0.03% | 395 |
|
|
2022
Q2 | $248K | Sell |
1,585
-55
| -3% | -$8.61K | 0.02% | 445 |
|
|
2022
Q1 | $280K | Buy |
+1,640
| New | +$280K | 0.02% | 438 |
|