Sterling 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 | $616K | Buy |
+2,818
| New | +$616K | 0.21% | 49 |
|
|
2024
Q4 | $598K | Hold |
2,813
| – | – | 0.22% | 53 |
|
|
2024
Q3 | $628K | Hold |
2,813
| – | – | 0.23% | 52 |
|
|
2024
Q2 | $593K | Hold |
2,813
| – | – | 0.28% | 50 |
|
|
2024
Q1 | $579K | Hold |
2,813
| – | – | 0.29% | 46 |
|
|
2023
Q4 | $533K | Buy |
+2,813
| New | +$533K | 0.3% | 45 |
|