Pflug Koory’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 | $13.3K | Hold |
61
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $14.9K | Hold |
61
| – | – | 0.01% | 300 |
|
|
2024
Q4 | $13K | Hold |
61
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $13.6K | Buy |
+61
| New | +$13.6K | 0.01% | 309 |
|
|
2024
Q1 | $12.6K | Hold |
61
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $11.6K | Hold |
61
| – | – | 0.01% | 317 |
|
|
2023
Q3 | $11.6K | Hold |
61
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $11.5K | Hold |
61
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $10.2K | Hold |
61
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $10K | Hold |
61
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $9K | Buy |
+61
| New | +$9K | 0.01% | 357 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$10K | – | 411 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $10K | Hold |
100
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $9K | Hold |
100
| – | – | 0.01% | 342 |
|
|
2018
Q4 | $8K | Hold |
100
| – | – | 0.01% | 334 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | 0.01% | 338 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | 0.01% | 340 |
|
|
2018
Q1 | $8K | Hold |
100
| – | – | 0.01% | 328 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | 0.01% | 320 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | 0.01% | 327 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | 0.01% | 321 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | 0.01% | 325 |
|
|
2016
Q4 | $7 | Buy |
+100
| New | +$7 | 0.01% | 313 |
|