Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,090
-58
| -5% | -$12.7K | 0.04% | 306 |
|
|
2025
Q1 | $280K | Sell |
1,148
-232
| -17% | -$56.6K | 0.05% | 271 |
|
|
2024
Q4 | $293K | Buy |
1,380
+231
| +20% | +$49.1K | 0.05% | 255 |
|
|
2024
Q3 | $256K | Buy |
1,149
+685
| +148% | +$153K | 0.05% | 276 |
|
|
2024
Q2 | $97.8K | Sell |
464
-90
| -16% | -$19K | 0.04% | 284 |
|
|
2024
Q1 | $114K | Sell |
554
-15
| -3% | -$3.09K | 0.05% | 256 |
|
|
2023
Q4 | $108K | Hold |
569
| – | – | 0.05% | 256 |
|
|
2023
Q3 | $108K | Hold |
569
| – | – | 0.06% | 243 |
|
|
2023
Q2 | $107K | Buy |
+569
| New | +$107K | 0.06% | 247 |
|
|
2022
Q4 | $89K | Hold |
535
| – | – | 0.06% | 251 |
|
|
2022
Q3 | $80K | Hold |
535
| – | – | 0.06% | 244 |
|
|
2022
Q2 | $83K | Hold |
535
| – | – | 0.06% | 257 |
|
|
2022
Q1 | $91K | Sell |
535
-6
| -1% | -$1.02K | 0.05% | 263 |
|
|
2021
Q4 | $94K | Buy |
+541
| New | +$94K | 0.05% | 282 |
|