Valley Wealth Managers’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-80
| Closed | -$17K | – | 399 |
|
|
2024
Q4 | $17K | Hold |
80
| – | – | ﹤0.01% | 269 |
|
|
2024
Q3 | $17.8K | Hold |
80
| – | – | ﹤0.01% | 273 |
|
|
2024
Q2 | $16.9K | Buy |
+80
| New | +$16.9K | ﹤0.01% | 271 |
|
|
2022
Q4 | – | Sell |
-1,198
| Closed | -$179K | – | 438 |
|
|
2022
Q3 | $179K | Buy |
+1,198
| New | +$179K | 0.02% | 173 |
|