Proficio Capital 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 | $718K | Buy |
3,284
+22
| +0.7% | +$4.81K | 0.04% | 193 |
|
|
2025
Q1 | $796K | Buy |
3,262
+18
| +0.6% | +$4.39K | 0.06% | 149 |
|
|
2024
Q4 | $689K | Buy |
3,244
+928
| +40% | +$197K | 0.06% | 141 |
|
|
2024
Q3 | $517K | Sell |
2,316
-679
| -23% | -$151K | 0.05% | 146 |
|
|
2024
Q2 | $631K | Buy |
2,995
+72
| +2% | +$15.2K | 0.07% | 149 |
|
|
2024
Q1 | $602K | Buy |
2,923
+37
| +1% | +$7.62K | 0.07% | 150 |
|
|
2023
Q4 | $547K | Buy |
2,886
+23
| +0.8% | +$4.36K | 0.07% | 141 |
|
|
2023
Q3 | $545K | Buy |
2,863
+96
| +3% | +$18.3K | 0.07% | 138 |
|
|
2023
Q2 | $520K | Buy |
2,767
+26
| +0.9% | +$4.89K | 0.07% | 146 |
|
|
2023
Q1 | $456K | Sell |
2,741
-105
| -4% | -$17.5K | 0.07% | 154 |
|
|
2022
Q4 | $471K | Buy |
2,846
+29
| +1% | +$4.8K | 0.09% | 141 |
|
|
2022
Q3 | $427K | Buy |
2,817
+107
| +4% | +$16.2K | 0.08% | 141 |
|
|
2022
Q2 | $421K | Buy |
2,710
+293
| +12% | +$45.5K | 0.08% | 145 |
|
|
2022
Q1 | $412K | Buy |
2,417
+278
| +13% | +$47.4K | 0.06% | 164 |
|
|
2021
Q4 | $372K | Buy |
2,139
+35
| +2% | +$6.09K | 0.05% | 180 |
|
|
2021
Q3 | $319K | Sell |
2,104
-111
| -5% | -$16.8K | 0.04% | 201 |
|
|
2021
Q2 | $312K | Buy |
2,215
+1
| +0% | +$141 | 0.04% | 205 |
|
|
2021
Q1 | $270K | Buy |
+2,214
| New | +$270K | 0.04% | 206 |
|
|
2019
Q3 | – | Sell |
-710
| Closed | -$71K | – | 980 |
|
|
2019
Q2 | $71K | Buy |
710
+170
| +31% | +$17K | 0.02% | 280 |
|
|
2019
Q1 | $51K | Buy |
540
+18
| +3% | +$1.7K | 0.02% | 338 |
|
|
2018
Q4 | $42K | Buy |
522
+17
| +3% | +$1.37K | 0.02% | 338 |
|
|
2018
Q3 | $42K | Sell |
505
-7
| -1% | -$582 | 0.01% | 390 |
|
|
2018
Q2 | $42K | Buy |
512
+1
| +0.2% | +$82 | 0.02% | 398 |
|
|
2018
Q1 | $42K | Buy |
511
+73
| +17% | +$6K | 0.01% | 386 |
|
|
2017
Q4 | $36K | Buy |
438
+35
| +9% | +$2.88K | 0.01% | 428 |
|
|
2017
Q3 | $34K | Sell |
403
-28
| -6% | -$2.36K | 0.01% | 466 |
|
|
2017
Q2 | $34K | Sell |
431
-365
| -46% | -$28.8K | 0.01% | 469 |
|
|
2017
Q1 | $60K | Buy |
796
+364
| +84% | +$27.4K | 0.03% | 341 |
|
|
2016
Q4 | $29K | Sell |
432
-32
| -7% | -$2.15K | 0.01% | 363 |
|
|
2016
Q3 | $31K | Sell |
464
-8
| -2% | -$534 | 0.02% | 353 |
|
|
2016
Q2 | $31K | Sell |
472
-131
| -22% | -$8.6K | 0.02% | 352 |
|
|
2016
Q1 | $37K | Buy |
603
+525
| +673% | +$32.2K | 0.03% | 254 |
|
|
2015
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 481 |
|