Sound Income Strategies’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 | $77.8K | Buy |
356
+329
| +1,219% | +$71.9K | ﹤0.01% | 430 |
|
|
2025
Q1 | $6.59K | Sell |
27
-2
| -7% | -$488 | ﹤0.01% | 1003 |
|
|
2024
Q4 | $6.24K | Sell |
29
-48
| -62% | -$10.3K | ﹤0.01% | 947 |
|
|
2024
Q3 | $17.2K | Buy |
77
+2
| +3% | +$447 | ﹤0.01% | 674 |
|
|
2024
Q2 | $15.8K | Buy |
75
+9
| +14% | +$1.9K | ﹤0.01% | 680 |
|
|
2024
Q1 | $13.6K | Hold |
66
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $12.4K | Buy |
66
+48
| +267% | +$9.05K | ﹤0.01% | 691 |
|
|
2023
Q3 | $3.43K | Hold |
18
| – | – | ﹤0.01% | 821 |
|
|
2023
Q2 | $3.39K | Sell |
18
-179
| -91% | -$33.7K | ﹤0.01% | 809 |
|
|
2023
Q1 | $32.8K | Hold |
197
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $32.6K | Hold |
197
| – | – | ﹤0.01% | 316 |
|
|
2022
Q3 | $29K | Sell |
197
-3
| -2% | -$442 | ﹤0.01% | 306 |
|
|
2022
Q2 | $31K | Hold |
200
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $34K | Buy |
200
+3
| +2% | +$510 | ﹤0.01% | 279 |
|
|
2021
Q4 | $34K | Buy |
197
+18
| +10% | +$3.11K | ﹤0.01% | 286 |
|
|
2021
Q3 | $27K | Buy |
+179
| New | +$27K | ﹤0.01% | 300 |
|