Sterling Group 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 | $285K | Sell |
1,302
-97
| -7% | -$21.2K | 0.16% | 41 |
|
|
2025
Q1 | $341K | Hold |
1,399
| – | – | 0.18% | 38 |
|
|
2024
Q4 | $297K | Sell |
1,399
-176
| -11% | -$37.4K | 0.15% | 47 |
|
|
2024
Q3 | $351K | Hold |
1,575
| – | – | 0.19% | 40 |
|
|
2024
Q2 | $332K | Buy |
+1,575
| New | +$332K | 0.19% | 36 |
|
|
2024
Q1 | – | Sell |
-1,640
| Closed | -$311K | – | 28 |
|
|
2023
Q4 | $311K | Sell |
1,640
-20
| -1% | -$3.79K | 0.24% | 41 |
|
|
2023
Q3 | $316K | Hold |
1,660
| – | – | 0.3% | 33 |
|
|
2023
Q2 | $312K | Sell |
1,660
-6
| -0.4% | -$1.13K | 0.27% | 36 |
|
|
2023
Q1 | $277K | Hold |
1,666
| – | – | 0.26% | 37 |
|
|
2022
Q4 | $276K | Buy |
+1,666
| New | +$276K | 0.27% | 37 |
|