Pinnacle Wealth Planning Services’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 | $832K | Sell |
3,805
-622
| -14% | -$136K | 0.11% | 111 |
|
|
2025
Q1 | $1.08M | Sell |
4,427
-42
| -0.9% | -$10.2K | 0.16% | 81 |
|
|
2024
Q4 | $949K | Sell |
4,469
-1,397
| -24% | -$297K | 0.14% | 86 |
|
|
2024
Q3 | $1.31M | Sell |
5,866
-116
| -2% | -$25.9K | 0.18% | 74 |
|
|
2024
Q2 | $1.26M | Sell |
5,982
-101
| -2% | -$21.3K | 0.18% | 77 |
|
|
2024
Q1 | $1.25M | Sell |
6,083
-28
| -0.5% | -$5.77K | 0.18% | 84 |
|
|
2023
Q4 | $1.16M | Sell |
6,111
-65
| -1% | -$12.3K | 0.18% | 83 |
|
|
2023
Q3 | $1.18M | Sell |
6,176
-132
| -2% | -$25.1K | 0.19% | 76 |
|
|
2023
Q2 | $1.19M | Buy |
6,308
+2
| +0% | +$376 | 0.19% | 81 |
|
|
2023
Q1 | $1.05M | Buy |
6,306
+335
| +6% | +$55.8K | 0.17% | 93 |
|
|
2022
Q4 | $988K | Buy |
5,971
+1,233
| +26% | +$204K | 0.18% | 82 |
|
|
2022
Q3 | $707K | Sell |
4,738
-16
| -0.3% | -$2.39K | 0.13% | 101 |
|
|
2022
Q2 | $738K | Buy |
4,754
+174
| +4% | +$27K | 0.13% | 109 |
|
|
2022
Q1 | $781K | Buy |
4,580
+988
| +28% | +$168K | 0.14% | 114 |
|
|
2021
Q4 | $625K | Buy |
3,592
+112
| +3% | +$19.5K | 0.12% | 126 |
|
|
2021
Q3 | $527K | Buy |
3,480
+76
| +2% | +$11.5K | 0.12% | 129 |
|
|
2021
Q2 | $478K | Buy |
3,404
+102
| +3% | +$14.3K | 0.11% | 137 |
|
|
2021
Q1 | $402K | Buy |
3,302
+361
| +12% | +$44K | 0.1% | 165 |
|
|
2020
Q4 | $344K | Sell |
2,941
-39
| -1% | -$4.56K | 0.08% | 167 |
|
|
2020
Q3 | $341K | Sell |
2,980
-22
| -0.7% | -$2.52K | 0.11% | 139 |
|
|
2020
Q2 | $322K | Buy |
3,002
+601
| +25% | +$64.5K | 0.1% | 149 |
|
|
2020
Q1 | $206K | Buy |
2,401
+311
| +15% | +$26.7K | 0.1% | 187 |
|
|
2019
Q4 | $232K | Sell |
2,090
-112
| -5% | -$12.4K | 0.11% | 186 |
|
|
2019
Q3 | $220K | Buy |
+2,202
| New | +$220K | 0.12% | 166 |
|
|
2018
Q4 | – | Sell |
-4,449
| Closed | -$369K | – | 175 |
|
|
2018
Q3 | $369K | Buy |
4,449
+49
| +1% | +$4.06K | 0.34% | 97 |
|
|
2018
Q2 | $361K | Buy |
4,400
+87
| +2% | +$7.14K | 0.35% | 96 |
|
|
2018
Q1 | $357K | Buy |
4,313
+3,457
| +404% | +$286K | 0.37% | 95 |
|
|
2017
Q4 | $69K | Buy |
+856
| New | +$69K | 0.14% | 114 |
|