SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
1,713
-24
| -1% | -$5.25K | 0.04% | 398 |
|
|
2025
Q1 | $424K | Sell |
1,737
-228
| -12% | -$55.6K | 0.05% | 377 |
|
|
2024
Q4 | $417K | Buy |
1,965
+74
| +4% | +$15.7K | 0.04% | 391 |
|
|
2024
Q3 | $422K | Buy |
1,891
+11
| +0.6% | +$2.45K | 0.05% | 386 |
|
|
2024
Q2 | $396K | Buy |
1,880
+17
| +0.9% | +$3.58K | 0.05% | 381 |
|
|
2024
Q1 | $384K | Sell |
1,863
-123
| -6% | -$25.3K | 0.05% | 377 |
|
|
2023
Q4 | $379K | Sell |
1,986
-24
| -1% | -$4.58K | 0.05% | 381 |
|
|
2023
Q3 | $383K | Sell |
2,010
-30
| -1% | -$5.71K | 0.05% | 379 |
|
|
2023
Q2 | $384K | Buy |
2,040
+3
| +0.1% | +$564 | 0.05% | 396 |
|
|
2023
Q1 | $339K | Buy |
2,037
+98
| +5% | +$16.3K | 0.05% | 427 |
|
|
2022
Q4 | $321K | Buy |
1,939
+132
| +7% | +$21.8K | 0.05% | 433 |
|
|
2022
Q3 | $270K | Sell |
1,807
-26
| -1% | -$3.89K | 0.04% | 457 |
|
|
2022
Q2 | $285K | Sell |
1,833
-28
| -2% | -$4.35K | 0.04% | 481 |
|
|
2022
Q1 | $317K | Hold |
1,861
| – | – | 0.04% | 491 |
|
|
2021
Q4 | $323K | Sell |
1,861
-5
| -0.3% | -$868 | 0.04% | 489 |
|
|
2021
Q3 | $283K | Sell |
1,866
-66
| -3% | -$10K | 0.03% | 506 |
|
|
2021
Q2 | $272K | Buy |
1,932
+135
| +8% | +$19K | 0.03% | 531 |
|
|
2021
Q1 | $219K | Buy |
+1,797
| New | +$219K | 0.03% | 571 |
|
|
2019
Q2 | – | Sell |
-1,278
| Closed | -$120K | – | 1318 |
|
|
2019
Q1 | $120K | Sell |
1,278
-11
| -0.9% | -$1.03K | 0.02% | 630 |
|
|
2018
Q4 | $103K | Sell |
1,289
-51
| -4% | -$4.08K | 0.02% | 653 |
|
|
2018
Q3 | $111K | Buy |
1,340
+32
| +2% | +$2.65K | 0.02% | 710 |
|
|
2018
Q2 | $107K | Buy |
1,308
+79
| +6% | +$6.46K | 0.02% | 698 |
|
|
2018
Q1 | $102K | Sell |
1,229
-24
| -2% | -$1.99K | 0.02% | 696 |
|
|
2017
Q4 | $102K | Buy |
+1,253
| New | +$102K | 0.02% | 715 |
|