Parcion Private Wealth’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 | $6.1M | Buy |
27,892
+309
| +1% | +$67.6K | 0.44% | 52 |
|
|
2025
Q1 | $6.73M | Buy |
27,583
+1,645
| +6% | +$401K | 0.55% | 44 |
|
|
2024
Q4 | $5.51M | Buy |
25,938
+521
| +2% | +$111K | 0.42% | 56 |
|
|
2024
Q3 | $5.67M | Buy |
25,417
+1,586
| +7% | +$354K | 0.47% | 48 |
|
|
2024
Q2 | $5.02M | Buy |
23,831
+215
| +0.9% | +$45.3K | 0.46% | 46 |
|
|
2024
Q1 | $4.86M | Sell |
23,616
-84
| -0.4% | -$17.3K | 0.43% | 50 |
|
|
2023
Q4 | $4.49M | Buy |
23,700
+383
| +2% | +$72.6K | 0.41% | 53 |
|
|
2023
Q3 | $4.44M | Buy |
23,317
+13
| +0.1% | +$2.47K | 0.46% | 53 |
|
|
2023
Q2 | $4.38M | Buy |
23,304
+931
| +4% | +$175K | 0.44% | 54 |
|
|
2023
Q1 | $3.73M | Buy |
22,373
+2,928
| +15% | +$488K | 0.39% | 60 |
|
|
2022
Q4 | $3.22M | Sell |
19,445
-687
| -3% | -$114K | 0.35% | 58 |
|
|
2022
Q3 | $3.01M | Sell |
20,132
-10
| -0% | -$1.49K | 0.34% | 64 |
|
|
2022
Q2 | $3.16M | Sell |
20,142
-2,691
| -12% | -$422K | 0.31% | 71 |
|
|
2022
Q1 | $3.89M | Sell |
22,833
-6,379
| -22% | -$1.09M | 0.36% | 63 |
|
|
2021
Q4 | $4.71M | Sell |
29,212
-314
| -1% | -$50.6K | 0.43% | 58 |
|
|
2021
Q3 | $4.78M | Sell |
29,526
-159
| -0.5% | -$25.8K | 0.42% | 58 |
|
|
2021
Q2 | $4.18M | Sell |
29,685
-864
| -3% | -$122K | 0.42% | 62 |
|
|
2021
Q1 | $3.72M | Sell |
30,549
-6,272
| -17% | -$764K | 0.42% | 66 |
|
|
2020
Q4 | $4.31M | Buy |
36,821
+2,131
| +6% | +$249K | 0.57% | 46 |
|
|
2020
Q3 | $3.97M | Buy |
34,690
+6,018
| +21% | +$689K | 0.61% | 34 |
|
|
2020
Q2 | $3.09M | Buy |
28,672
+808
| +3% | +$87.2K | 0.52% | 32 |
|
|
2020
Q1 | $2.41M | Buy |
27,864
+1,995
| +8% | +$172K | 0.66% | 30 |
|
|
2019
Q4 | $2.88M | Buy |
+25,869
| New | +$2.88M | 0.63% | 38 |
|