Quadcap Wealth Management’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 | $1.09M | Buy |
4,965
+365
| +8% | +$79.8K | 0.14% | 139 |
|
2025
Q1 | $1.12M | Sell |
4,600
-133
| -3% | -$32.5K | 0.16% | 124 |
|
2024
Q4 | $1.01M | Sell |
4,733
-73
| -2% | -$15.5K | 0.15% | 133 |
|
2024
Q3 | $1.07M | Buy |
4,806
+1,047
| +28% | +$234K | 0.17% | 122 |
|
2024
Q2 | $792K | Sell |
3,759
-33
| -0.9% | -$6.95K | 0.14% | 156 |
|
2024
Q1 | $781K | Sell |
3,792
-313
| -8% | -$64.5K | 0.18% | 134 |
|
2023
Q4 | $778K | Buy |
+4,105
| New | +$778K | 0.2% | 136 |
|