Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-615
| Closed | -$117K | – | 875 |
|
|
2023
Q4 | $117K | Buy |
615
+2
| +0.3% | +$380 | 0.01% | 425 |
|
|
2023
Q3 | $117K | Buy |
613
+2
| +0.3% | +$382 | 0.01% | 401 |
|
|
2023
Q2 | $115K | Buy |
611
+7
| +1% | +$1.32K | 0.01% | 421 |
|
|
2023
Q1 | $101K | Buy |
604
+3
| +0.5% | +$502 | 0.01% | 444 |
|
|
2022
Q4 | $99K | Buy |
601
+5
| +0.8% | +$824 | 0.01% | 382 |
|
|
2022
Q3 | $89K | Buy |
+596
| New | +$89K | 0.01% | 382 |
|