Venturi 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 | $1.58M | Sell |
7,243
-258
| -3% | -$56.4K | 0.08% | 146 |
|
|
2025
Q1 | $1.83M | Buy |
7,501
+18
| +0.2% | +$4.39K | 0.1% | 130 |
|
|
2024
Q4 | $1.59M | Sell |
7,483
-206
| -3% | -$43.8K | 0.08% | 151 |
|
|
2024
Q3 | $1.72M | Sell |
7,689
-1,020
| -12% | -$228K | 0.09% | 127 |
|
|
2024
Q2 | $1.84M | Buy |
8,709
+2,177
| +33% | +$459K | 0.11% | 113 |
|
|
2024
Q1 | $1.35M | Buy |
6,532
+1,433
| +28% | +$295K | 0.09% | 144 |
|
|
2023
Q4 | $966K | Sell |
5,099
-309
| -6% | -$58.5K | 0.07% | 176 |
|
|
2023
Q3 | $1.03M | Sell |
5,408
-155
| -3% | -$29.5K | 0.08% | 150 |
|
|
2023
Q2 | $1.05M | Buy |
5,563
+209
| +4% | +$39.3K | 0.08% | 146 |
|
|
2023
Q1 | $892K | Sell |
5,354
-281
| -5% | -$46.8K | 0.07% | 174 |
|
|
2022
Q4 | $932K | Sell |
5,635
-58
| -1% | -$9.6K | 0.08% | 170 |
|
|
2022
Q3 | $850K | Sell |
5,693
-128
| -2% | -$19.1K | 0.08% | 157 |
|
|
2022
Q2 | $904K | Sell |
5,821
-110
| -2% | -$17.1K | 0.08% | 150 |
|
|
2022
Q1 | $1.01M | Buy |
5,931
+129
| +2% | +$22K | 0.08% | 157 |
|
|
2021
Q4 | $1.01M | Sell |
5,802
-375
| -6% | -$65.2K | 0.08% | 165 |
|
|
2021
Q3 | $935K | Buy |
6,177
+10
| +0.2% | +$1.51K | 0.08% | 166 |
|
|
2021
Q2 | $868K | Buy |
6,167
+65
| +1% | +$9.15K | 0.08% | 173 |
|
|
2021
Q1 | $743K | Sell |
6,102
-85
| -1% | -$10.4K | 0.07% | 191 |
|
|
2020
Q4 | $724K | Buy |
6,187
+1,056
| +21% | +$124K | 0.08% | 183 |
|
|
2020
Q3 | $589K | Buy |
+5,131
| New | +$589K | 0.07% | 190 |
|