Thrive Wealth 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 | $704K | Sell |
3,219
-220
| -6% | -$48.1K | 0.11% | 100 |
|
|
2025
Q1 | $839K | Buy |
3,439
+322
| +10% | +$78.6K | 0.16% | 83 |
|
|
2024
Q4 | $662K | Sell |
3,117
-17
| -0.5% | -$3.61K | 0.12% | 94 |
|
|
2024
Q3 | $699K | Sell |
3,134
-46
| -1% | -$10.3K | 0.13% | 90 |
|
|
2024
Q2 | $670K | Buy |
3,180
+25
| +0.8% | +$5.27K | 0.13% | 92 |
|
|
2024
Q1 | $650K | Sell |
3,155
-37
| -1% | -$7.62K | 0.13% | 92 |
|
|
2023
Q4 | $605K | Sell |
3,192
-100
| -3% | -$18.9K | 0.13% | 95 |
|
|
2023
Q3 | $626K | Buy |
3,292
+95
| +3% | +$18.1K | 0.17% | 84 |
|
|
2023
Q2 | $601K | Buy |
3,197
+48
| +2% | +$9.03K | 0.16% | 86 |
|
|
2023
Q1 | $524K | Buy |
3,149
+217
| +7% | +$36.1K | 0.13% | 96 |
|
|
2022
Q4 | $485K | Sell |
2,932
-886
| -23% | -$147K | 0.14% | 90 |
|
|
2022
Q3 | $570K | Buy |
3,818
+484
| +15% | +$72.3K | 0.2% | 74 |
|
|
2022
Q2 | $518K | Sell |
3,334
-109
| -3% | -$16.9K | 0.18% | 74 |
|
|
2022
Q1 | $587K | Buy |
3,443
+764
| +29% | +$130K | 0.17% | 66 |
|
|
2021
Q4 | $466K | Buy |
+2,679
| New | +$466K | 0.16% | 83 |
|