TD Capital Management’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 | $36.4K | Buy |
166
+145
| +690% | +$31.8K | ﹤0.01% | 250 |
|
|
2025
Q1 | $5.18K | Hold |
21
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $4.49K | Hold |
21
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $4.7K | Buy |
+21
| New | +$4.7K | ﹤0.01% | 344 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$10.4K | – | 431 |
|
|
2023
Q2 | $10.4K | Hold |
55
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $9.19K | Hold |
55
| – | – | ﹤0.01% | 278 |
|
|
2022
Q4 | $9.13K | Buy |
+55
| New | +$9.13K | ﹤0.01% | 256 |
|