Sanctuary Wealth Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$892 | – | 290 |
|
|
2024
Q3 | $892 | Sell |
4
-7
| -64% | -$1.56K | ﹤0.01% | 255 |
|
|
2024
Q2 | $2.32K | Hold |
11
| – | – | ﹤0.01% | 208 |
|
|
2024
Q1 | $2.27K | Hold |
11
| – | – | ﹤0.01% | 199 |
|
|
2023
Q4 | $2.08K | Hold |
11
| – | – | ﹤0.01% | 210 |
|
|
2023
Q3 | $2.09K | Hold |
11
| – | – | ﹤0.01% | 198 |
|
|
2023
Q2 | $2.07K | Buy |
+11
| New | +$2.07K | ﹤0.01% | 199 |
|
|
2022
Q4 | $1.82K | Buy |
+11
| New | +$1.82K | ﹤0.01% | 191 |
|