Private 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 | $24.3K | Sell |
111
-2
| -2% | -$437 | 0.01% | 262 |
|
|
2025
Q1 | $27.6K | Sell |
113
-25
| -18% | -$6.1K | 0.01% | 241 |
|
|
2024
Q4 | $29.3K | Buy |
138
+25
| +22% | +$5.31K | 0.01% | 231 |
|
|
2024
Q3 | $25.2K | Sell |
113
-2
| -2% | -$446 | 0.01% | 246 |
|
|
2024
Q2 | $24.2K | Sell |
115
-24
| -17% | -$5.06K | 0.01% | 247 |
|
|
2024
Q1 | $28.6K | Hold |
139
| – | – | 0.01% | 218 |
|
|
2023
Q4 | $26.3K | Buy |
+139
| New | +$26.3K | 0.01% | 230 |
|