Principle 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 | $309K | Buy |
1,411
+295
| +26% | +$64.5K | 0.02% | 298 |
|
|
2025
Q1 | $272K | Hold |
1,116
| – | – | 0.02% | 302 |
|
|
2024
Q4 | $237K | Hold |
1,116
| – | – | 0.02% | 312 |
|
|
2024
Q3 | $249K | Buy |
1,116
+166
| +17% | +$37K | 0.02% | 304 |
|
|
2024
Q2 | $200K | Buy |
+950
| New | +$200K | 0.02% | 323 |
|
|
2020
Q3 | – | Sell |
-950
| Closed | -$102K | – | 325 |
|
|
2020
Q2 | $102K | Buy |
+950
| New | +$102K | 0.03% | 212 |
|