SlateStone 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 | $332K | Sell |
1,516
-17
| -1% | -$3.72K | 0.03% | 239 |
|
|
2025
Q1 | $374K | Buy |
1,533
+2
| +0.1% | +$488 | 0.04% | 223 |
|
|
2024
Q4 | $325K | Sell |
1,531
-44
| -3% | -$9.34K | 0.03% | 239 |
|
|
2024
Q3 | $351K | Buy |
1,575
+2
| +0.1% | +$446 | 0.03% | 233 |
|
|
2024
Q2 | $332K | Buy |
1,573
+249
| +19% | +$52.6K | 0.04% | 233 |
|
|
2024
Q1 | $273K | Buy |
1,324
+145
| +12% | +$29.9K | 0.03% | 241 |
|
|
2023
Q4 | $223K | Buy |
+1,179
| New | +$223K | 0.03% | 218 |
|