Quotient Wealth Partners’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 | $738K | Sell |
3,376
-250
| -7% | -$54.7K | 0.02% | 144 |
|
|
2025
Q1 | $885K | Sell |
3,626
-132
| -4% | -$32.2K | 0.03% | 116 |
|
|
2024
Q4 | $798K | Sell |
3,758
-222
| -6% | -$47.2K | 0.03% | 124 |
|
|
2024
Q3 | $888K | Sell |
3,980
-42
| -1% | -$9.37K | 0.03% | 119 |
|
|
2024
Q2 | $848K | Buy |
4,022
+1,804
| +81% | +$380K | 0.03% | 118 |
|
|
2024
Q1 | $457K | Buy |
2,218
+312
| +16% | +$64.3K | 0.02% | 182 |
|
|
2023
Q4 | $361K | Buy |
+1,906
| New | +$361K | 0.01% | 207 |
|