U.S. Capital Wealth Advisors’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 | $217K | Buy |
992
+44
| +5% | +$9.62K | 0.01% | 817 |
|
|
2025
Q1 | $231K | Buy |
+948
| New | +$231K | 0.01% | 769 |
|
|
2023
Q3 | – | Sell |
-1,298
| Closed | -$244K | – | 666 |
|
|
2023
Q2 | $244K | Buy |
+1,298
| New | +$244K | 0.01% | 581 |
|
|
2023
Q1 | – | Sell |
-314
| Closed | -$52K | – | 1171 |
|
|
2022
Q4 | $52K | Buy |
+314
| New | +$52K | ﹤0.01% | 875 |
|