Optimum Investment Advisors’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 | – | Sell |
-8
| Closed | -$1.95K | – | 628 |
|
|
2025
Q1 | $1.95K | Buy |
+8
| New | +$1.95K | ﹤0.01% | 596 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1.5K | – | 730 |
|
|
2023
Q1 | $1.5K | Hold |
9
| – | – | ﹤0.01% | 678 |
|
|
2022
Q4 | $1.49K | Hold |
9
| – | – | ﹤0.01% | 691 |
|
|
2022
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 764 |
|
|
2015
Q1 | $75K | Hold |
1,346
| – | – | 0.02% | 425 |
|
|
2014
Q4 | $77K | Hold |
1,346
| – | – | 0.02% | 412 |
|
|
2014
Q3 | $70K | Hold |
1,346
| – | – | 0.02% | 406 |
|
|
2014
Q2 | $70K | Hold |
1,346
| – | – | 0.02% | 414 |
|
|
2014
Q1 | $66K | Hold |
1,346
| – | – | 0.02% | 361 |
|
|
2013
Q4 | $65K | Hold |
1,346
| – | – | 0.02% | 359 |
|
|
2013
Q3 | $59K | Buy |
+1,346
| New | +$59K | 0.02% | 351 |
|