PrairieView Wealth 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 | – | Sell |
-833
| Closed | -$203K | – | 29 |
|
|
2025
Q1 | $203K | Buy |
+833
| New | +$203K | 0.25% | 21 |
|
|
2024
Q4 | – | Sell |
-1,063
| Closed | -$237K | – | 21 |
|
|
2024
Q3 | $237K | Buy |
1,063
+60
| +6% | +$13.4K | 0.26% | 17 |
|
|
2024
Q2 | $211K | Hold |
1,003
| – | – | 0.18% | 17 |
|
|
2024
Q1 | $207K | Buy |
+1,003
| New | +$207K | 0.19% | 17 |
|