RWA Wealth Partners’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 | $1.79M | Buy |
8,171
+284
| +4% | +$62.1K | 0.02% | 260 |
|
|
2025
Q1 | $1.92M | Buy |
7,887
+4
| +0.1% | +$976 | 0.02% | 252 |
|
|
2024
Q4 | $1.67M | Buy |
7,883
+16
| +0.2% | +$3.4K | 0.02% | 267 |
|
|
2024
Q3 | $1.76M | Buy |
7,867
+257
| +3% | +$57.3K | 0.02% | 260 |
|
|
2024
Q2 | $1.6M | Sell |
7,610
-49
| -0.6% | -$10.3K | 0.02% | 254 |
|
|
2024
Q1 | $1.58M | Sell |
7,659
-202
| -3% | -$41.6K | 0.02% | 260 |
|
|
2023
Q4 | $1.49M | Buy |
7,861
+4,760
| +153% | +$902K | 0.02% | 252 |
|
|
2023
Q3 | $590K | Buy |
3,101
+22
| +0.7% | +$4.19K | 0.01% | 241 |
|
|
2023
Q2 | $579K | Buy |
+3,079
| New | +$579K | 0.01% | 216 |
|
|
2018
Q3 | – | Sell |
-646
| Closed | -$53K | – | 527 |
|
|
2018
Q2 | $53K | Sell |
646
-1,518
| -70% | -$125K | 0.01% | 395 |
|
|
2018
Q1 | $179K | Sell |
2,164
-8,039
| -79% | -$665K | 0.02% | 204 |
|
|
2017
Q4 | $830K | Buy |
10,203
+5
| +0% | +$407 | 0.09% | 127 |
|
|
2017
Q3 | $855K | Buy |
10,198
+30
| +0.3% | +$2.52K | 0.1% | 121 |
|
|
2017
Q2 | $793K | Hold |
10,168
| – | – | 0.1% | 108 |
|
|
2017
Q1 | $751K | Buy |
+10,168
| New | +$751K | 0.1% | 107 |
|