Strategic Wealth Partners’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 | $540K | Buy |
+2,470
| New | +$540K | 0.04% | 200 |
|
|
2024
Q4 | $567K | Buy |
2,453
+420
| +21% | +$97.1K | 0.05% | 196 |
|
|
2024
Q3 | $454K | Buy |
2,033
+147
| +8% | +$32.8K | 0.04% | 212 |
|
|
2024
Q2 | $397K | Buy |
1,886
+200
| +12% | +$42.1K | 0.04% | 216 |
|
|
2024
Q1 | $347K | Buy |
1,686
+113
| +7% | +$23.3K | 0.04% | 219 |
|
|
2023
Q4 | $298K | Buy |
1,573
+61
| +4% | +$11.6K | 0.04% | 225 |
|
|
2023
Q3 | $288K | Hold |
1,512
| – | – | 0.04% | 244 |
|
|
2023
Q2 | $284K | Sell |
1,512
-23
| -1% | -$4.33K | 0.04% | 250 |
|
|
2023
Q1 | $256K | Sell |
1,535
-171
| -10% | -$28.5K | 0.04% | 231 |
|
|
2022
Q4 | $282K | Sell |
1,706
-15
| -0.9% | -$2.48K | 0.05% | 216 |
|
|
2022
Q3 | $257K | Sell |
1,721
-110
| -6% | -$16.4K | 0.05% | 235 |
|
|
2022
Q2 | $284K | Sell |
1,831
-301
| -14% | -$46.7K | 0.06% | 202 |
|
|
2022
Q1 | $363K | Buy |
2,132
+548
| +35% | +$93.3K | 0.07% | 197 |
|
|
2021
Q4 | $275K | Buy |
1,584
+85
| +6% | +$14.8K | 0.05% | 237 |
|
|
2021
Q3 | $227K | Buy |
+1,499
| New | +$227K | 0.07% | 220 |
|
|
2019
Q4 | – | Sell |
-150
| Closed | -$15K | – | 357 |
|
|
2019
Q3 | $15K | Hold |
150
| – | – | 0.08% | 124 |
|
|
2019
Q2 | $15K | Buy |
+150
| New | +$15K | 0.01% | 412 |
|