Personal CFO Solutions’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 | $749K | Sell |
3,426
-252
| -7% | -$55.1K | 0.14% | 160 |
|
|
2025
Q1 | $898K | Buy |
3,678
+17
| +0.5% | +$4.15K | 0.18% | 114 |
|
|
2024
Q4 | $778K | Sell |
3,661
-232
| -6% | -$49.3K | 0.15% | 132 |
|
|
2024
Q3 | $868K | Sell |
3,893
-93
| -2% | -$20.7K | 0.12% | 174 |
|
|
2024
Q2 | $840K | Sell |
3,986
-1,314
| -25% | -$277K | 0.13% | 153 |
|
|
2024
Q1 | $1.09M | Buy |
5,300
+430
| +9% | +$88.6K | 0.17% | 118 |
|
|
2023
Q4 | $923K | Buy |
4,870
+665
| +16% | +$126K | 0.16% | 131 |
|
|
2023
Q3 | $800K | Buy |
4,205
+2,898
| +222% | +$552K | 0.16% | 127 |
|
|
2023
Q2 | $246K | Sell |
1,307
-2,136
| -62% | -$402K | 0.05% | 385 |
|
|
2023
Q1 | $573K | Buy |
3,443
+87
| +3% | +$14.5K | 0.12% | 166 |
|
|
2022
Q4 | $555K | Buy |
3,356
+95
| +3% | +$15.7K | 0.12% | 173 |
|
|
2022
Q3 | $487K | Buy |
3,261
+22
| +0.7% | +$3.29K | 0.12% | 156 |
|
|
2022
Q2 | $503K | Sell |
3,239
-12
| -0.4% | -$1.86K | 0.12% | 154 |
|
|
2022
Q1 | $554K | Buy |
3,251
+75
| +2% | +$12.8K | 0.11% | 177 |
|
|
2021
Q4 | $552K | Buy |
3,176
+46
| +1% | +$8K | 0.1% | 184 |
|
|
2021
Q3 | $474K | Sell |
3,130
-8
| -0.3% | -$1.21K | 0.1% | 198 |
|
|
2021
Q2 | $441K | Buy |
+3,138
| New | +$441K | 0.09% | 209 |
|