Smith & Howard 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 | $459K | Hold |
2,100
| – | – | 0.12% | 48 |
|
|
2025
Q1 | $512K | Hold |
2,100
| – | – | 0.14% | 46 |
|
|
2024
Q4 | $446K | Hold |
2,100
| – | – | 0.13% | 51 |
|
|
2024
Q3 | $468K | Hold |
2,100
| – | – | 0.13% | 52 |
|
|
2024
Q2 | $443K | Hold |
2,100
| – | – | 0.13% | 52 |
|
|
2024
Q1 | $433K | Hold |
2,100
| – | – | 0.13% | 51 |
|
|
2023
Q4 | $398K | Hold |
2,100
| – | – | 0.14% | 48 |
|
|
2023
Q3 | $400K | Sell |
2,100
-90
| -4% | -$17.1K | 0.14% | 50 |
|
|
2023
Q2 | $412K | Hold |
2,190
| – | – | 0.15% | 49 |
|
|
2023
Q1 | $365K | Hold |
2,190
| – | – | 0.13% | 49 |
|
|
2022
Q4 | $362K | Hold |
2,190
| – | – | 0.14% | 49 |
|
|
2022
Q3 | $327K | Hold |
2,190
| – | – | 0.14% | 51 |
|
|
2022
Q2 | $340K | Hold |
2,190
| – | – | 0.14% | 53 |
|
|
2022
Q1 | $373K | Hold |
2,190
| – | – | 0.16% | 48 |
|
|
2021
Q4 | $381K | Hold |
2,190
| – | – | 0.17% | 49 |
|
|
2021
Q3 | $332K | Hold |
2,190
| – | – | 0.16% | 52 |
|
|
2021
Q2 | $308K | Hold |
2,190
| – | – | 0.15% | 53 |
|
|
2021
Q1 | $267K | Hold |
2,190
| – | – | 0.13% | 49 |
|
|
2020
Q4 | $256K | Hold |
2,190
| – | – | 0.14% | 52 |
|
|
2020
Q3 | $251K | Hold |
2,190
| – | – | 0.15% | 56 |
|
|
2020
Q2 | $235K | Buy |
+2,190
| New | +$235K | 0.15% | 59 |
|
|
2020
Q1 | – | Sell |
-2,190
| Closed | -$244K | – | 82 |
|
|
2019
Q4 | $244K | Hold |
2,190
| – | – | 0.08% | 74 |
|
|
2019
Q3 | $219K | Buy |
+2,190
| New | +$219K | 0.09% | 67 |
|