SB
Strategic Blueprint’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
3,420
-161
| -4% | -$35.2K | 0.04% | 360 |
|
|
2025
Q1 | $874K | Sell |
3,581
-346
| -9% | -$84.4K | 0.05% | 309 |
|
|
2024
Q4 | $834K | Buy |
3,927
+10
| +0.3% | +$2.12K | 0.05% | 299 |
|
|
2024
Q3 | $874K | Buy |
3,917
+240
| +7% | +$53.5K | 0.05% | 279 |
|
|
2024
Q2 | $775K | Buy |
3,677
+266
| +8% | +$56.1K | 0.05% | 284 |
|
|
2024
Q1 | $703K | Buy |
3,411
+54
| +2% | +$11.1K | 0.05% | 313 |
|
|
2023
Q4 | $636K | Buy |
3,357
+268
| +9% | +$50.8K | 0.05% | 316 |
|
|
2023
Q3 | $588K | Buy |
3,089
+7
| +0.2% | +$1.33K | 0.05% | 307 |
|
|
2023
Q2 | $580K | Buy |
3,082
+72
| +2% | +$13.5K | 0.06% | 292 |
|
|
2023
Q1 | $501K | Buy |
3,010
+34
| +1% | +$5.66K | 0.05% | 309 |
|
|
2022
Q4 | $493K | Sell |
2,976
-17
| -0.6% | -$2.81K | 0.06% | 297 |
|
|
2022
Q3 | $447K | Sell |
2,993
-95
| -3% | -$14.2K | 0.05% | 294 |
|
|
2022
Q2 | $479K | Buy |
3,088
+72
| +2% | +$11.2K | 0.06% | 276 |
|
|
2022
Q1 | $514K | Buy |
3,016
+44
| +1% | +$7.5K | 0.06% | 278 |
|
|
2021
Q4 | $517K | Buy |
+2,972
| New | +$517K | 0.07% | 263 |
|
|
2021
Q3 | – | Sell |
-418
| Closed | -$59K | – | 938 |
|
|
2021
Q2 | $59K | Buy |
+418
| New | +$59K | 0.01% | 561 |
|
|
2021
Q1 | – | Sell |
-29,412
| Closed | -$3.44M | – | 299 |
|
|
2020
Q4 | $3.44M | Buy |
29,412
+2,038
| +7% | +$238K | 0.86% | 32 |
|
|
2020
Q3 | $3.14M | Buy |
27,374
+4,523
| +20% | +$519K | 0.97% | 26 |
|
|
2020
Q2 | $2.45M | Buy |
+22,851
| New | +$2.45M | 0.86% | 31 |
|