Provenance Wealth Advisors’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 | $5.25K | Hold |
24
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $5.86K | Hold |
24
| – | – | ﹤0.01% | 346 |
|
|
2024
Q4 | $5.1K | Hold |
24
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $5.35K | Hold |
24
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $5.06K | Hold |
24
| – | – | ﹤0.01% | 325 |
|
|
2024
Q1 | $4.94K | Sell |
24
-23
| -49% | -$4.74K | ﹤0.01% | 355 |
|
|
2023
Q4 | $8.91K | Buy |
47
+22
| +88% | +$4.17K | ﹤0.01% | 325 |
|
|
2023
Q3 | $4.76K | Buy |
+25
| New | +$4.76K | ﹤0.01% | 274 |
|