Tradewinds LLC’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 | – | Sell |
-1,918
| Closed | -$468K | – | 190 |
|
|
2025
Q1 | $468K | Sell |
1,918
-60
| -3% | -$14.6K | 0.13% | 121 |
|
|
2024
Q4 | $450K | Sell |
1,978
-89
| -4% | -$20.3K | 0.13% | 126 |
|
|
2024
Q3 | $461K | Sell |
2,067
-11
| -0.5% | -$2.46K | 0.14% | 114 |
|
|
2024
Q2 | $438K | Buy |
+2,078
| New | +$438K | 0.13% | 123 |
|
|
2023
Q3 | $400K | Buy |
+2,103
| New | +$400K | 0.24% | 71 |
|
|
2023
Q2 | – | Sell |
-1,841
| Closed | -$307K | – | 117 |
|
|
2023
Q1 | $307K | Buy |
+1,841
| New | +$307K | 0.19% | 89 |
|
|
2022
Q4 | – | Sell |
-1,796
| Closed | -$268K | – | 177 |
|
|
2022
Q3 | $268K | Buy |
1,796
+46
| +3% | +$6.86K | 0.19% | 94 |
|
|
2022
Q2 | $272K | Buy |
+1,750
| New | +$272K | 0.19% | 95 |
|