PP
PDS Planning’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
4,689
+1,434
| +44% | +$314K | 0.08% | 124 |
|
|
2025
Q1 | $794K | Buy |
3,255
+268
| +9% | +$65.4K | 0.07% | 137 |
|
|
2024
Q4 | $635K | Buy |
2,987
+399
| +15% | +$84.8K | 0.06% | 150 |
|
|
2024
Q3 | $577K | Sell |
2,588
-8
| -0.3% | -$1.79K | 0.05% | 167 |
|
|
2024
Q2 | $547K | Buy |
2,596
+58
| +2% | +$12.2K | 0.06% | 159 |
|
|
2024
Q1 | $523K | Buy |
2,538
+348
| +16% | +$71.7K | 0.05% | 155 |
|
|
2023
Q4 | $415K | Sell |
2,190
-20
| -0.9% | -$3.79K | 0.05% | 170 |
|
|
2023
Q3 | $421K | Buy |
2,210
+57
| +3% | +$10.8K | 0.05% | 157 |
|
|
2023
Q2 | $405K | Buy |
2,153
+240
| +13% | +$45.1K | 0.05% | 165 |
|
|
2023
Q1 | $319K | Buy |
1,913
+528
| +38% | +$87.9K | 0.04% | 184 |
|
|
2022
Q4 | $229K | Buy |
+1,385
| New | +$229K | 0.04% | 179 |
|