True Wealth Design’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 | $8.13K | Sell |
37
-5
| -12% | -$1.1K | ﹤0.01% | 649 |
|
|
2025
Q1 | $10.3K | Buy |
42
+17
| +68% | +$4.17K | ﹤0.01% | 464 |
|
|
2024
Q4 | $5.35K | Sell |
25
-40
| -62% | -$8.56K | ﹤0.01% | 524 |
|
|
2024
Q3 | $14.5K | Sell |
65
-20
| -24% | -$4.46K | 0.01% | 371 |
|
|
2024
Q2 | $17.9K | Hold |
85
| – | – | ﹤0.01% | 219 |
|
|
2024
Q1 | $17.5K | Hold |
85
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $16.1K | Sell |
85
-703
| -89% | -$133K | ﹤0.01% | 215 |
|
|
2023
Q3 | $150K | Hold |
788
| – | – | 0.05% | 119 |
|
|
2023
Q2 | $148K | Sell |
788
-15
| -2% | -$2.82K | 0.05% | 118 |
|
|
2023
Q1 | $134K | Buy |
803
+15
| +2% | +$2.5K | 0.06% | 124 |
|
|
2022
Q4 | $130K | Buy |
+788
| New | +$130K | 0.06% | 115 |
|