Prestige Wealth Management 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 | $325K | Buy |
1,486
+24
| +2% | +$5.25K | 0.07% | 138 |
|
|
2025
Q1 | $357K | Buy |
1,462
+20
| +1% | +$4.88K | 0.08% | 123 |
|
|
2024
Q4 | $306K | Buy |
1,442
+73
| +5% | +$15.5K | 0.06% | 137 |
|
|
2024
Q3 | $305K | Sell |
1,369
-1,244
| -48% | -$278K | 0.06% | 135 |
|
|
2024
Q2 | $551K | Buy |
2,613
+1,103
| +73% | +$232K | 0.12% | 80 |
|
|
2024
Q1 | $311K | Sell |
1,510
-1,541
| -51% | -$317K | 0.07% | 124 |
|
|
2023
Q4 | $578K | Buy |
3,051
+361
| +13% | +$68.4K | 0.13% | 76 |
|
|
2023
Q3 | $512K | Buy |
2,690
+1,302
| +94% | +$248K | 0.13% | 78 |
|
|
2023
Q2 | $261K | Sell |
1,388
-255
| -16% | -$48K | 0.06% | 129 |
|
|
2023
Q1 | $274K | Buy |
1,643
+117
| +8% | +$19.5K | 0.07% | 131 |
|
|
2022
Q4 | $253K | Buy |
1,526
+90
| +6% | +$14.9K | 0.07% | 122 |
|
|
2022
Q3 | $215K | Buy |
1,436
+180
| +14% | +$27K | 0.06% | 131 |
|
|
2022
Q2 | $195K | Buy |
1,256
+335
| +36% | +$52K | 0.05% | 135 |
|
|
2022
Q1 | $157K | Buy |
921
+68
| +8% | +$11.6K | 0.04% | 159 |
|
|
2021
Q4 | $148K | Buy |
853
+58
| +7% | +$10.1K | 0.04% | 166 |
|
|
2021
Q3 | $121K | Buy |
795
+150
| +23% | +$22.8K | 0.03% | 174 |
|
|
2021
Q2 | $91K | Buy |
645
+461
| +251% | +$65K | 0.02% | 191 |
|
|
2021
Q1 | $22K | Hold |
184
| – | – | 0.01% | 346 |
|
|
2020
Q4 | $22K | Sell |
184
-111
| -38% | -$13.3K | 0.01% | 341 |
|
|
2020
Q3 | $34K | Hold |
295
| – | – | 0.01% | 294 |
|
|
2020
Q2 | $32K | Buy |
295
+38
| +15% | +$4.12K | 0.01% | 274 |
|
|
2020
Q1 | $22K | Buy |
+257
| New | +$22K | 0.01% | 267 |
|
|
2019
Q1 | – | Sell |
-85
| Closed | -$7K | – | 887 |
|
|
2018
Q4 | $7K | Buy |
+85
| New | +$7K | 0.01% | 514 |
|