Summit Securities 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 | $72.6K | Buy |
+332
| New | +$72.6K | 0.01% | 311 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 575 |
|
|
2023
Q4 | $0 | Sell |
1
-12
| -92% | – | ﹤0.01% | 623 |
|
|
2023
Q3 | $2K | Sell |
13
-633
| -98% | -$97.4K | ﹤0.01% | 353 |
|
|
2023
Q2 | $121K | Sell |
646
-325
| -33% | -$60.9K | 0.02% | 167 |
|
|
2023
Q1 | $162K | Buy |
971
+470
| +94% | +$78.4K | 0.01% | 133 |
|
|
2022
Q4 | $83K | Buy |
+501
| New | +$83K | ﹤0.01% | 429 |
|
|
2022
Q3 | – | Sell |
-1,052
| Closed | -$163K | – | 843 |
|
|
2022
Q2 | $163K | Buy |
1,052
+845
| +408% | +$131K | 0.02% | 201 |
|
|
2022
Q1 | $35K | Buy |
+207
| New | +$35K | ﹤0.01% | 435 |
|