Rehmann Capital Advisory Group’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 | $355K | Buy |
1,623
+116
| +8% | +$25.4K | 0.02% | 434 |
|
|
2025
Q1 | $368K | Buy |
1,507
+70
| +5% | +$17.1K | 0.02% | 433 |
|
|
2024
Q4 | $305K | Buy |
1,437
+38
| +3% | +$8.08K | 0.02% | 465 |
|
|
2024
Q3 | $312K | Buy |
1,399
+7
| +0.5% | +$1.56K | 0.02% | 454 |
|
|
2024
Q2 | $293K | Buy |
1,392
+193
| +16% | +$40.7K | 0.02% | 451 |
|
|
2024
Q1 | $247K | Sell |
1,199
-35
| -3% | -$7.21K | 0.02% | 502 |
|
|
2023
Q4 | $234K | Buy |
+1,234
| New | +$234K | 0.02% | 495 |
|
|
2019
Q3 | $362K | Hold |
3,622
| – | – | 0.04% | 213 |
|
|
2019
Q2 | $361K | Buy |
3,622
+68
| +2% | +$6.78K | 0.04% | 303 |
|
|
2019
Q1 | $334K | Buy |
3,554
+63
| +2% | +$5.92K | 0.05% | 301 |
|
|
2018
Q4 | $278K | Buy |
3,491
+7
| +0.2% | +$558 | 0.04% | 206 |
|
|
2018
Q3 | $288K | Buy |
3,484
+23
| +0.7% | +$1.9K | 0.04% | 308 |
|
|
2018
Q2 | $284K | Buy |
3,461
+3,159
| +1,046% | +$259K | 0.04% | 300 |
|
|
2018
Q1 | $25K | Buy |
+302
| New | +$25K | ﹤0.01% | 1007 |
|