Shira Ridge 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 | $802K | Sell |
3,666
-52
| -1% | -$11.4K | 0.37% | 38 |
|
|
2025
Q1 | $907K | Sell |
3,718
-3
| -0.1% | -$732 | 0.45% | 35 |
|
|
2024
Q4 | $790K | Buy |
3,721
+22
| +0.6% | +$4.67K | 0.39% | 39 |
|
|
2024
Q3 | $825K | Sell |
3,699
-8
| -0.2% | -$1.79K | 0.42% | 39 |
|
|
2024
Q2 | $781K | Buy |
3,707
+38
| +1% | +$8.01K | 0.44% | 37 |
|
|
2024
Q1 | $756K | Hold |
3,669
| – | – | 0.43% | 39 |
|
|
2023
Q4 | $695K | Buy |
3,669
+79
| +2% | +$15K | 0.42% | 42 |
|
|
2023
Q3 | $683K | Sell |
3,590
-2
| -0.1% | -$381 | 0.45% | 36 |
|
|
2023
Q2 | $676K | Buy |
3,592
+548
| +18% | +$103K | 0.42% | 36 |
|
|
2023
Q1 | $507K | Hold |
3,044
| – | – | 0.33% | 44 |
|
|
2022
Q4 | $504K | Buy |
+3,044
| New | +$504K | 0.35% | 43 |
|