TFC Financial 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 | $7.87K | Hold |
36
| – | – | ﹤0.01% | 393 |
|
|
2025
Q1 | $8.79K | Hold |
36
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $7.65K | Hold |
36
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $8.03K | Buy |
36
+2
| +6% | +$446 | ﹤0.01% | 380 |
|
|
2024
Q2 | $7.17K | Sell |
34
-2
| -6% | -$421 | ﹤0.01% | 363 |
|
|
2024
Q1 | $7.42K | Buy |
36
+2
| +6% | +$412 | ﹤0.01% | 355 |
|
|
2023
Q4 | $6.44K | Hold |
34
| – | – | ﹤0.01% | 361 |
|
|
2023
Q3 | $6.47K | Hold |
34
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $6.4K | Buy |
34
+7
| +26% | +$1.32K | ﹤0.01% | 353 |
|
|
2023
Q1 | $4.5K | Buy |
27
+7
| +35% | +$1.17K | ﹤0.01% | 407 |
|
|
2022
Q4 | $3.31K | Hold |
20
| – | – | ﹤0.01% | 357 |
|
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 376 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 370 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $3K | Sell |
20
-142
| -88% | -$21.3K | ﹤0.01% | 408 |
|
|
2021
Q1 | $20K | Hold |
162
| – | – | 0.01% | 254 |
|
|
2020
Q4 | $19K | Hold |
162
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $19K | Buy |
+162
| New | +$19K | 0.01% | 237 |
|