Schulz Wealth’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 | $248K | Hold |
1,135
| – | – | 0.19% | 58 |
|
|
2025
Q1 | $277K | Hold |
1,135
| – | – | 0.21% | 51 |
|
|
2024
Q4 | $241K | Hold |
1,135
| – | – | 0.19% | 54 |
|
|
2024
Q3 | $253K | Hold |
1,135
| – | – | 0.2% | 51 |
|
|
2024
Q2 | $239K | Hold |
1,135
| – | – | 0.2% | 50 |
|
|
2024
Q1 | $234K | Hold |
1,135
| – | – | 0.2% | 51 |
|
|
2023
Q4 | $215K | Buy |
+1,135
| New | +$215K | 0.21% | 50 |
|