RFG Advisory’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 | $301K | Buy |
1,375
+66
| +5% | +$14.4K | 0.01% | 773 |
|
|
2025
Q1 | $319K | Sell |
1,309
-40
| -3% | -$9.76K | 0.01% | 698 |
|
|
2024
Q4 | $287K | Sell |
1,349
-71
| -5% | -$15.1K | 0.01% | 663 |
|
|
2024
Q3 | $317K | Sell |
1,420
-25
| -2% | -$5.58K | 0.01% | 614 |
|
|
2024
Q2 | $304K | Sell |
1,445
-138
| -9% | -$29.1K | 0.01% | 598 |
|
|
2024
Q1 | $326K | Buy |
1,583
+243
| +18% | +$50.1K | 0.01% | 592 |
|
|
2023
Q4 | $254K | Buy |
+1,340
| New | +$254K | 0.01% | 587 |
|
|
2023
Q1 | – | Sell |
-1,419
| Closed | -$244K | – | 652 |
|
|
2022
Q4 | $244K | Sell |
1,419
-62
| -4% | -$10.7K | 0.01% | 549 |
|
|
2022
Q3 | $240K | Buy |
1,481
+29
| +2% | +$4.7K | 0.01% | 544 |
|
|
2022
Q2 | $241K | Buy |
+1,452
| New | +$241K | 0.01% | 503 |
|