Sweet Financial Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $342K | Sell |
1,532
-1,127
| -42% | -$251K | 0.07% | 155 |
|
|
2024
Q2 | $560K | Sell |
2,659
-308
| -10% | -$64.9K | 0.13% | 112 |
|
|
2024
Q1 | $611K | Sell |
2,967
-6,680
| -69% | -$1.38M | 0.14% | 109 |
|
|
2023
Q4 | $1.83M | Buy |
9,647
+1,113
| +13% | +$211K | 0.43% | 50 |
|
|
2023
Q3 | $1.62M | Buy |
8,534
+95
| +1% | +$18.1K | 0.43% | 49 |
|
|
2023
Q2 | $1.59M | Buy |
8,439
+2,502
| +42% | +$471K | 0.41% | 52 |
|
|
2023
Q1 | $989K | Buy |
+5,937
| New | +$989K | 0.27% | 67 |
|