Rise Advisors’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 | $61.4K | Buy |
281
+1
| +0.4% | +$218 | 0.02% | 208 |
|
|
2025
Q1 | $68.3K | Buy |
280
+25
| +10% | +$6.09K | 0.03% | 191 |
|
|
2024
Q4 | $54.1K | Buy |
255
+3
| +1% | +$637 | 0.03% | 215 |
|
|
2024
Q3 | $56.2K | Buy |
252
+1
| +0.4% | +$223 | 0.03% | 218 |
|
|
2024
Q2 | $52.9K | Buy |
251
+1
| +0.4% | +$211 | 0.03% | 229 |
|
|
2024
Q1 | $51.5K | Buy |
+250
| New | +$51.5K | 0.03% | 224 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1.5K | – | 752 |
|
|
2023
Q1 | $1.5K | Buy |
+9
| New | +$1.5K | ﹤0.01% | 605 |
|