Pacific Center for Financial 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 | $134K | Sell |
615
-136
| -18% | -$29.7K | 0.04% | 117 |
|
|
2025
Q1 | $183K | Hold |
751
| – | – | 0.05% | 103 |
|
|
2024
Q4 | $160K | Buy |
751
+615
| +452% | +$131K | 0.04% | 104 |
|
|
2024
Q3 | $30.3K | Hold |
136
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $28.7K | Hold |
136
| – | – | 0.01% | 218 |
|
|
2024
Q1 | $28K | Hold |
136
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $25.8K | Hold |
136
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $25.9K | Hold |
136
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $25.6K | Hold |
136
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $22.7K | Buy |
+136
| New | +$22.7K | 0.01% | 216 |
|
|
2022
Q3 | $20K | Sell |
136
-8
| -6% | -$1.18K | 0.01% | 224 |
|
|
2022
Q2 | $22K | Buy |
+144
| New | +$22K | 0.01% | 215 |
|