Strategic Wealth Investment Group’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 | $1.23M | Buy |
5,625
+364
| +7% | +$79.6K | 1.78% | 20 |
|
|
2025
Q1 | $1.28M | Sell |
5,261
-53,867
| -91% | -$13.1M | 2.23% | 15 |
|
|
2024
Q4 | $12.6M | Sell |
59,128
-625
| -1% | -$133K | 1.39% | 21 |
|
|
2024
Q3 | $13.3M | Buy |
59,753
+25,211
| +73% | +$5.62M | 1.43% | 21 |
|
|
2024
Q2 | $7.26M | Buy |
+34,542
| New | +$7.26M | 0.92% | 34 |
|
|
2023
Q4 | $520K | Buy |
+2,742
| New | +$520K | 0.08% | 81 |
|