RWB
RMR Wealth Builders’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
9,433
-66
| -0.7% | -$14.4K | 0.19% | 74 |
|
|
2025
Q1 | $2.32M | Buy |
9,499
+862
| +10% | +$210K | 0.24% | 55 |
|
|
2024
Q4 | $1.83M | Sell |
8,637
-38
| -0.4% | -$8.07K | 0.19% | 65 |
|
|
2024
Q3 | $1.94M | Buy |
8,675
+1
| +0% | +$223 | 0.21% | 62 |
|
|
2024
Q2 | $1.83M | Hold |
8,674
| – | – | 0.21% | 59 |
|
|
2024
Q1 | $1.79M | Sell |
8,674
-180
| -2% | -$37.1K | 0.22% | 57 |
|
|
2023
Q4 | $1.68M | Buy |
8,854
+6
| +0.1% | +$1.14K | 0.24% | 50 |
|
|
2023
Q3 | $1.68M | Hold |
8,848
| – | – | 0.27% | 46 |
|
|
2023
Q2 | $1.66M | Buy |
8,848
+6
| +0.1% | +$1.13K | 0.28% | 42 |
|
|
2023
Q1 | $1.47M | Hold |
8,842
| – | – | 0.28% | 45 |
|
|
2022
Q4 | $1.46M | Hold |
8,842
| – | – | 0.33% | 38 |
|
|
2022
Q3 | $1.32M | Hold |
8,842
| – | – | 0.32% | 37 |
|
|
2022
Q2 | $1.37M | Sell |
8,842
-432
| -5% | -$67.1K | 0.34% | 40 |
|
|
2022
Q1 | $1.58M | Buy |
+9,274
| New | +$1.58M | 0.34% | 51 |
|
|
2021
Q4 | – | Sell |
-11,319
| Closed | -$1.71M | – | 176 |
|
|
2021
Q3 | $1.71M | Hold |
11,319
| – | – | 0.5% | 30 |
|
|
2021
Q2 | $1.59M | Sell |
11,319
-2
| -0% | -$281 | 0.52% | 34 |
|
|
2021
Q1 | $1.38M | Sell |
11,321
-50
| -0.4% | -$6.09K | 0.36% | 43 |
|
|
2020
Q4 | $1.33M | Buy |
11,371
+337
| +3% | +$39.4K | 0.65% | 32 |
|
|
2020
Q3 | $1.27M | Buy |
11,034
+144
| +1% | +$16.5K | 0.33% | 52 |
|
|
2020
Q2 | $1.17M | Buy |
+10,890
| New | +$1.17M | 1.04% | 23 |
|
|
2019
Q4 | $1.16M | Buy |
+10,445
| New | +$1.16M | 1.12% | 24 |
|