Spire 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 | $688K | Sell |
3,149
-12,190
| -79% | -$2.67M | 0.02% | 442 |
|
|
2025
Q1 | $3.74M | Buy |
15,339
+10,778
| +236% | +$2.63M | 0.12% | 155 |
|
|
2024
Q4 | $969K | Sell |
4,561
-7,278
| -61% | -$1.55M | 0.03% | 401 |
|
|
2024
Q3 | $2.64M | Buy |
11,839
+8,446
| +249% | +$1.88M | 0.09% | 188 |
|
|
2024
Q2 | $715K | Sell |
3,393
-829
| -20% | -$175K | 0.03% | 414 |
|
|
2024
Q1 | $870K | Sell |
4,222
-348
| -8% | -$71.7K | 0.02% | 403 |
|
|
2023
Q4 | $910K | Buy |
4,570
+914
| +25% | +$182K | 0.03% | 386 |
|
|
2023
Q3 | $696K | Buy |
3,656
+2,558
| +233% | +$487K | 0.03% | 407 |
|
|
2023
Q2 | $207K | Sell |
1,098
-42
| -4% | -$7.9K | 0.01% | 708 |
|
|
2023
Q1 | $190K | Buy |
1,140
+88
| +8% | +$14.7K | 0.01% | 741 |
|
|
2022
Q4 | $174K | Buy |
1,052
+115
| +12% | +$19K | 0.01% | 590 |
|
|
2022
Q3 | $140K | Sell |
937
-29
| -3% | -$4.33K | 0.01% | 613 |
|
|
2022
Q2 | $150K | Sell |
966
-542
| -36% | -$84.2K | 0.01% | 865 |
|
|
2022
Q1 | $257K | Sell |
1,508
-315
| -17% | -$53.7K | 0.01% | 782 |
|
|
2021
Q4 | $317K | Buy |
1,823
+445
| +32% | +$77.4K | 0.01% | 884 |
|
|
2021
Q3 | $209K | Buy |
1,378
+36
| +3% | +$5.46K | 0.01% | 900 |
|
|
2021
Q2 | $189K | Sell |
1,342
-511
| -28% | -$72K | 0.01% | 957 |
|
|
2021
Q1 | $225K | Buy |
+1,853
| New | +$225K | 0.01% | 1013 |
|