PFG Investments’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 | $383K | Sell |
1,754
-604
| -26% | -$132K | 0.02% | 620 |
|
|
2025
Q1 | $575K | Buy |
2,358
+316
| +15% | +$77.1K | 0.04% | 443 |
|
|
2024
Q4 | $434K | Sell |
2,042
-371
| -15% | -$78.8K | 0.03% | 556 |
|
|
2024
Q3 | $538K | Sell |
2,413
-30
| -1% | -$6.69K | 0.03% | 464 |
|
|
2024
Q2 | $515K | Buy |
2,443
+94
| +4% | +$19.8K | 0.04% | 435 |
|
|
2024
Q1 | $484K | Buy |
+2,349
| New | +$484K | 0.03% | 545 |
|