Tyche Wealth Partners’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 | $260K | Sell |
1,191
-13
| -1% | -$2.84K | 0.05% | 236 |
|
|
2025
Q1 | $294K | Sell |
1,204
-350
| -23% | -$85.4K | 0.06% | 202 |
|
|
2024
Q4 | $330K | Buy |
1,554
+198
| +15% | +$42.1K | 0.07% | 202 |
|
|
2024
Q3 | $303K | Hold |
1,356
| – | – | 0.07% | 196 |
|
|
2024
Q2 | $286K | Sell |
1,356
-441
| -25% | -$93K | 0.07% | 196 |
|
|
2024
Q1 | $370K | Sell |
1,797
-1,313
| -42% | -$270K | 0.09% | 171 |
|
|
2023
Q4 | $589K | Buy |
+3,110
| New | +$589K | 0.14% | 128 |
|