QPWM
Quadrant Private Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
4,556
+19
| +0.4% | +$4.15K | 0.21% | 97 |
|
|
2025
Q1 | $1.11M | Sell |
4,537
-52
| -1% | -$12.7K | 0.28% | 89 |
|
|
2024
Q4 | $975K | Buy |
4,589
+71
| +2% | +$15.1K | 0.24% | 90 |
|
|
2024
Q3 | $1.01M | Buy |
4,518
+17
| +0.4% | +$3.79K | 0.25% | 89 |
|
|
2024
Q2 | $949K | Buy |
4,501
+57
| +1% | +$12K | 0.22% | 93 |
|
|
2024
Q1 | $915K | Buy |
4,444
+9
| +0.2% | +$1.85K | 0.23% | 94 |
|
|
2023
Q4 | $840K | Hold |
4,435
| – | – | 0.23% | 92 |
|
|
2023
Q3 | $844K | Hold |
4,435
| – | – | 0.28% | 80 |
|
|
2023
Q2 | $834K | Hold |
4,435
| – | – | 0.24% | 95 |
|
|
2023
Q1 | $739K | Sell |
4,435
-23
| -0.5% | -$3.83K | 0.23% | 102 |
|
|
2022
Q4 | $738K | Buy |
+4,458
| New | +$738K | 0.25% | 95 |
|
|
2022
Q2 | $695K | Sell |
4,476
-35
| -0.8% | -$5.44K | 0.29% | 78 |
|
|
2022
Q1 | $769K | Buy |
+4,511
| New | +$769K | 0.29% | 81 |
|
|
2018
Q2 | – | Sell |
-8,896
| Closed | -$735K | – | 100 |
|
|
2018
Q1 | $735K | Buy |
+8,896
| New | +$735K | 0.96% | 28 |
|