PFS Partners’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 | $321K | Buy |
1,470
+36
| +3% | +$7.87K | 0.16% | 46 |
|
|
2025
Q1 | $350K | Hold |
1,434
| – | – | 0.19% | 43 |
|
|
2024
Q4 | $305K | Hold |
1,434
| – | – | 0.16% | 49 |
|
|
2024
Q3 | $320K | Hold |
1,434
| – | – | 0.18% | 44 |
|
|
2024
Q2 | $302K | Hold |
1,434
| – | – | 0.19% | 44 |
|
|
2024
Q1 | $295K | Hold |
1,434
| – | – | 0.2% | 42 |
|
|
2023
Q4 | $272K | Hold |
1,434
| – | – | 0.19% | 41 |
|
|
2023
Q3 | $273K | Hold |
1,434
| – | – | 0.24% | 29 |
|
|
2023
Q2 | $270K | Hold |
1,434
| – | – | 0.23% | 29 |
|
|
2023
Q1 | $239K | Hold |
1,434
| – | – | 0.23% | 30 |
|
|
2022
Q4 | $237K | Hold |
1,434
| – | – | 0.25% | 28 |
|
|
2022
Q3 | $214K | Hold |
1,434
| – | – | 0.23% | 31 |
|
|
2022
Q2 | $223K | Sell |
1,434
-75
| -5% | -$11.6K | 0.22% | 33 |
|
|
2022
Q1 | $257K | Sell |
1,509
-5
| -0.3% | -$852 | 0.22% | 29 |
|
|
2021
Q4 | $263K | Buy |
+1,514
| New | +$263K | 0.2% | 33 |
|