Parisi Gray Wealth 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 | $849K | Buy |
3,882
+1
| +0% | +$219 | 0.24% | 66 |
|
|
2025
Q1 | $947K | Buy |
+3,881
| New | +$947K | 0.31% | 58 |
|
|
2021
Q3 | – | Sell |
-55
| Closed | -$8K | – | 375 |
|
|
2021
Q2 | $8K | Buy |
+55
| New | +$8K | ﹤0.01% | 475 |
|
|
2019
Q2 | – | Sell |
-73
| Closed | -$7K | – | 313 |
|
|
2019
Q1 | $7K | Hold |
73
| – | – | ﹤0.01% | 417 |
|
|
2018
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 447 |
|
|
2018
Q3 | $6K | Hold |
73
| – | – | ﹤0.01% | 467 |
|
|
2018
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 484 |
|
|
2017
Q4 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 523 |
|