Pinnacle Wealth Management Advisory Group’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 | $1.01M | Buy |
4,617
+100
| +2% | +$21.9K | 0.08% | 146 |
|
|
2025
Q1 | $1.1M | Buy |
4,517
+47
| +1% | +$11.5K | 0.1% | 130 |
|
|
2024
Q4 | $950K | Buy |
4,470
+25
| +0.6% | +$5.31K | 0.09% | 143 |
|
|
2024
Q3 | $992K | Sell |
4,445
-193
| -4% | -$43.1K | 0.09% | 135 |
|
|
2024
Q2 | $977K | Sell |
4,638
-222
| -5% | -$46.8K | 0.1% | 133 |
|
|
2024
Q1 | $1M | Buy |
4,860
+89
| +2% | +$18.3K | 0.11% | 129 |
|
|
2023
Q4 | $904K | Hold |
4,771
| – | – | 0.11% | 132 |
|
|
2023
Q3 | $908K | Buy |
4,771
+9
| +0.2% | +$1.71K | 0.12% | 118 |
|
|
2023
Q2 | $896K | Buy |
4,762
+152
| +3% | +$28.6K | 0.11% | 124 |
|
|
2023
Q1 | $768K | Buy |
4,610
+78
| +2% | +$13K | 0.1% | 140 |
|
|
2022
Q4 | $750K | Buy |
4,532
+35
| +0.8% | +$5.79K | 0.11% | 132 |
|
|
2022
Q3 | $671K | Buy |
4,497
+1,069
| +31% | +$160K | 0.11% | 127 |
|
|
2022
Q2 | $532K | Buy |
3,428
+349
| +11% | +$54.2K | 0.09% | 165 |
|
|
2022
Q1 | $525K | Hold |
3,079
| – | – | 0.08% | 176 |
|
|
2021
Q4 | $535K | Buy |
+3,079
| New | +$535K | 0.09% | 169 |
|