Prosperity Financial 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 | $1.28M | Buy |
5,869
+14
| +0.2% | +$3.06K | 0.55% | 56 |
|
|
2025
Q1 | $1.43M | Buy |
5,855
+98
| +2% | +$23.9K | 0.71% | 42 |
|
|
2024
Q4 | $1.22M | Buy |
5,757
+216
| +4% | +$45.9K | 0.61% | 46 |
|
|
2024
Q3 | $1.24M | Buy |
5,541
+28
| +0.5% | +$6.25K | 0.69% | 41 |
|
|
2024
Q2 | $1.16M | Sell |
5,513
-192
| -3% | -$40.5K | 0.73% | 41 |
|
|
2024
Q1 | $1.18M | Buy |
5,705
+64
| +1% | +$13.2K | 0.73% | 40 |
|
|
2023
Q4 | $1.07M | Sell |
5,641
-240
| -4% | -$45.5K | 0.74% | 32 |
|
|
2023
Q3 | $1.12M | Buy |
5,881
+706
| +14% | +$134K | 0.92% | 28 |
|
|
2023
Q2 | $973K | Buy |
5,175
+121
| +2% | +$22.8K | 0.86% | 31 |
|
|
2023
Q1 | $842K | Sell |
5,054
-16
| -0.3% | -$2.67K | 0.85% | 32 |
|
|
2022
Q4 | $839K | Buy |
+5,070
| New | +$839K | 0.91% | 26 |
|