Talisman Wealth Advisors’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 | $448K | Sell |
2,048
-50
| -2% | -$10.9K | 0.41% | 61 |
|
|
2025
Q1 | $512K | Sell |
2,098
-96
| -4% | -$23.4K | 0.53% | 53 |
|
|
2024
Q4 | $466K | Sell |
2,194
-40
| -2% | -$8.5K | 0.49% | 52 |
|
|
2024
Q3 | $500K | Sell |
2,234
-30
| -1% | -$6.72K | 0.53% | 51 |
|
|
2024
Q2 | $477K | Sell |
2,264
-1
| -0% | -$211 | 0.55% | 49 |
|
|
2024
Q1 | $467K | Sell |
2,265
-19
| -0.8% | -$3.91K | 0.59% | 48 |
|
|
2023
Q4 | $433K | Hold |
2,284
| – | – | 0.64% | 44 |
|
|
2023
Q3 | $435K | Sell |
2,284
-7
| -0.3% | -$1.33K | 0.75% | 43 |
|
|
2023
Q2 | $431K | Hold |
2,291
| – | – | 0.74% | 43 |
|
|
2023
Q1 | $381K | Buy |
2,291
+481
| +27% | +$80K | 0.69% | 46 |
|
|
2022
Q4 | $300K | Buy |
+1,810
| New | +$300K | 0.64% | 51 |
|