Premier Path 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 | $611K | Buy |
2,792
+128
| +5% | +$28K | 0.09% | 224 |
|
|
2025
Q1 | $650K | Buy |
2,664
+5
| +0.2% | +$1.22K | 0.1% | 200 |
|
|
2024
Q4 | $565K | Sell |
2,659
-1
| -0% | -$212 | 0.09% | 218 |
|
|
2024
Q3 | $593K | Sell |
2,660
-2
| -0.1% | -$446 | 0.09% | 213 |
|
|
2024
Q2 | $561K | Sell |
2,662
-48
| -2% | -$10.1K | 0.1% | 207 |
|
|
2024
Q1 | $558K | Sell |
2,710
-197
| -7% | -$40.6K | 0.11% | 190 |
|
|
2023
Q4 | $551K | Buy |
+2,907
| New | +$551K | 0.12% | 178 |
|