Stiles Financial Services’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 | $335K | Buy |
1,530
+132
| +9% | +$28.9K | 0.12% | 138 |
|
|
2025
Q1 | $341K | Buy |
1,398
+31
| +2% | +$7.57K | 0.13% | 128 |
|
|
2024
Q4 | $290K | Buy |
1,367
+82
| +6% | +$17.4K | 0.11% | 150 |
|
|
2024
Q3 | $287K | Sell |
1,285
-81
| -6% | -$18.1K | 0.1% | 155 |
|
|
2024
Q2 | $288K | Sell |
1,366
-150
| -10% | -$31.6K | 0.11% | 147 |
|
|
2024
Q1 | $312K | Sell |
1,516
-97
| -6% | -$20K | 0.13% | 131 |
|
|
2023
Q4 | $306K | Sell |
1,613
-46
| -3% | -$8.72K | 0.14% | 130 |
|
|
2023
Q3 | $316K | Sell |
1,659
-1,444
| -47% | -$275K | 0.16% | 128 |
|
|
2023
Q2 | $584K | Sell |
3,103
-409
| -12% | -$76.9K | 0.29% | 95 |
|
|
2023
Q1 | $585K | Buy |
3,512
+9
| +0.3% | +$1.5K | 0.31% | 90 |
|
|
2022
Q4 | $580K | Sell |
3,503
-240
| -6% | -$39.7K | 0.33% | 87 |
|
|
2022
Q3 | $559K | Sell |
3,743
-197
| -5% | -$29.4K | 0.34% | 79 |
|
|
2022
Q2 | $612K | Buy |
3,940
+10
| +0.3% | +$1.55K | 0.37% | 77 |
|
|
2022
Q1 | $670K | Sell |
3,930
-26
| -0.7% | -$4.43K | 0.34% | 88 |
|
|
2021
Q4 | $681K | Buy |
+3,956
| New | +$681K | 0.33% | 87 |
|