Smith Salley 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 | $730K | Buy |
3,337
+688
| +26% | +$150K | 0.04% | 159 |
|
|
2025
Q1 | $646K | Buy |
2,649
+538
| +25% | +$131K | 0.04% | 161 |
|
|
2024
Q4 | $448K | Buy |
2,111
+45
| +2% | +$9.56K | 0.03% | 176 |
|
|
2024
Q3 | $461K | Sell |
2,066
-10
| -0.5% | -$2.23K | 0.03% | 178 |
|
|
2024
Q2 | $437K | Sell |
2,076
-27
| -1% | -$5.69K | 0.03% | 173 |
|
|
2024
Q1 | $433K | Buy |
2,103
+419
| +25% | +$86.3K | 0.03% | 174 |
|
|
2023
Q4 | $319K | Buy |
1,684
+74
| +5% | +$14K | 0.02% | 206 |
|
|
2023
Q3 | $306K | Sell |
1,610
-4
| -0.2% | -$761 | 0.02% | 197 |
|
|
2023
Q2 | $304K | Buy |
1,614
+237
| +17% | +$44.6K | 0.02% | 196 |
|
|
2023
Q1 | $229K | Sell |
1,377
-34
| -2% | -$5.66K | 0.02% | 213 |
|
|
2022
Q4 | $233K | Hold |
1,411
| – | – | 0.02% | 207 |
|
|
2022
Q3 | $211K | Buy |
1,411
+11
| +0.8% | +$1.65K | 0.02% | 203 |
|
|
2022
Q2 | $217K | Hold |
1,400
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $239K | Buy |
+1,400
| New | +$239K | 0.02% | 214 |
|