Toth Financial Advisory’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 | $5.47K | Hold |
25
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $6.1K | Hold |
25
| – | – | ﹤0.01% | 502 |
|
|
2024
Q4 | $5.31K | Hold |
25
| – | – | ﹤0.01% | 506 |
|
|
2024
Q3 | $5.58K | Sell |
25
-30
| -55% | -$6.69K | ﹤0.01% | 505 |
|
|
2024
Q2 | $11.6K | Hold |
55
| – | – | ﹤0.01% | 448 |
|
|
2024
Q1 | $11.3K | Hold |
55
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $10.4K | Hold |
55
| – | – | ﹤0.01% | 443 |
|
|
2023
Q3 | $10.5K | Hold |
55
| – | – | ﹤0.01% | 434 |
|
|
2023
Q2 | $10.3K | Sell |
55
-16
| -23% | -$3.01K | ﹤0.01% | 458 |
|
|
2023
Q1 | $11.8K | Buy |
71
+16
| +29% | +$2.67K | ﹤0.01% | 440 |
|
|
2022
Q4 | $9.1K | Hold |
55
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $8K | Hold |
55
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $9K | Buy |
55
+25
| +83% | +$4.09K | ﹤0.01% | 451 |
|
|
2022
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 538 |
|
|
2021
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 564 |
|
|
2021
Q3 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 558 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | -$1K | – | 571 |
|
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 499 |
|
|
2019
Q2 | – | Sell |
-23
| Closed | -$2K | – | 463 |
|
|
2019
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 389 |
|
|
2018
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 367 |
|
|
2018
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 391 |
|
|
2018
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 388 |
|
|
2018
Q1 | $2K | Hold |
23
| – | – | ﹤0.01% | 398 |
|
|
2017
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 393 |
|