SW
Simplicity Wealth’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
13,631
+6,502
| +91% | +$1.42M | 0.12% | 165 |
|
|
2025
Q1 | $1.74M | Buy |
7,129
+5,703
| +400% | +$1.39M | 0.14% | 170 |
|
|
2024
Q4 | $303K | Buy |
1,426
+239
| +20% | +$50.8K | 0.06% | 237 |
|
|
2024
Q3 | $265K | Sell |
1,187
-30,026
| -96% | -$6.7M | 0.02% | 406 |
|
|
2024
Q2 | $6.58M | Buy |
31,213
+1,043
| +3% | +$220K | 0.15% | 145 |
|
|
2024
Q1 | $6.21M | Buy |
+30,170
| New | +$6.21M | 0.15% | 140 |
|