RCS Financial Planning’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 | $1.51M | Hold |
6,904
| – | – | 0.75% | 28 |
|
|
2025
Q1 | $1.68M | Hold |
6,904
| – | – | 0.89% | 29 |
|
|
2024
Q4 | $1.47M | Hold |
6,904
| – | – | 0.78% | 28 |
|
|
2024
Q3 | $1.54M | Sell |
6,904
-1
| -0% | -$223 | 0.86% | 25 |
|
|
2024
Q2 | $1.46M | Hold |
6,905
| – | – | 0.86% | 25 |
|
|
2024
Q1 | $1.42M | Buy |
6,905
+1
| +0% | +$206 | 0.88% | 29 |
|
|
2023
Q4 | $1.31M | Sell |
6,904
-251
| -4% | -$47.6K | 0.86% | 26 |
|
|
2023
Q3 | $1.36M | Buy |
7,155
+1
| +0% | +$190 | 1.04% | 21 |
|
|
2023
Q2 | $1.35M | Buy |
7,154
+2
| +0% | +$376 | 1.11% | 20 |
|
|
2023
Q1 | $1.19M | Sell |
7,152
-1
| -0% | -$167 | 1.06% | 22 |
|
|
2022
Q4 | $1.18M | Buy |
+7,153
| New | +$1.18M | 1.15% | 20 |
|