Soltis Investment Advisors’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 | $310K | Buy |
1,418
+178
| +14% | +$38.9K | 0.02% | 317 |
|
|
2025
Q1 | $303K | Buy |
1,240
+88
| +8% | +$21.5K | 0.03% | 304 |
|
|
2024
Q4 | $245K | Buy |
1,152
+10
| +0.9% | +$2.12K | 0.02% | 321 |
|
|
2024
Q3 | $255K | Buy |
1,142
+58
| +5% | +$12.9K | 0.02% | 303 |
|
|
2024
Q2 | $229K | Buy |
1,084
+91
| +9% | +$19.2K | 0.02% | 296 |
|
|
2024
Q1 | $205K | Buy |
+993
| New | +$205K | 0.02% | 288 |
|