Tradewinds 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 | $1.53K | Hold |
7
| – | – | ﹤0.01% | 495 |
|
|
2025
Q1 | $1.71K | Sell |
7
-150
| -96% | -$36.6K | ﹤0.01% | 496 |
|
|
2024
Q4 | $33.3K | Hold |
157
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $35K | Hold |
157
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $33.1K | Buy |
157
+7
| +5% | +$1.48K | 0.01% | 207 |
|
|
2024
Q1 | $30.9K | Sell |
150
-50
| -25% | -$10.3K | 0.01% | 197 |
|
|
2023
Q4 | $37.9K | Hold |
200
| – | – | 0.02% | 149 |
|
|
2023
Q3 | $38.1K | Hold |
200
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $37.6K | Hold |
200
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $33.3K | Buy |
200
+165
| +471% | +$27.5K | 0.01% | 144 |
|
|
2022
Q4 | $5.79K | Buy |
+35
| New | +$5.79K | ﹤0.01% | 261 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$6K | – | 800 |
|
|
2021
Q1 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 520 |
|