Pure Financial 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 | $648K | Buy |
2,963
+941
| +47% | +$206K | 0.01% | 252 |
|
|
2025
Q1 | $493K | Buy |
2,022
+462
| +30% | +$113K | 0.01% | 237 |
|
|
2024
Q4 | $331K | Sell |
1,560
-1,066
| -41% | -$226K | 0.01% | 273 |
|
|
2024
Q3 | $586K | Buy |
2,626
+29
| +1% | +$6.47K | 0.01% | 198 |
|
|
2024
Q2 | $547K | Buy |
2,597
+43
| +2% | +$9.06K | 0.02% | 194 |
|
|
2024
Q1 | $526K | Buy |
2,554
+63
| +3% | +$13K | 0.02% | 191 |
|
|
2023
Q4 | $472K | Buy |
2,491
+86
| +4% | +$16.3K | 0.02% | 196 |
|
|
2023
Q3 | $458K | Buy |
+2,405
| New | +$458K | 0.02% | 178 |
|