Waldron Private Wealth’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 | $356K | Sell |
1,626
-117
| -7% | -$25.6K | 0.02% | 230 |
|
|
2025
Q1 | $425K | Sell |
1,743
-1,355
| -44% | -$331K | 0.02% | 197 |
|
|
2024
Q4 | $658K | Sell |
3,098
-91
| -3% | -$19.3K | 0.03% | 217 |
|
|
2024
Q3 | $711K | Sell |
3,189
-4
| -0.1% | -$892 | 0.03% | 204 |
|
|
2024
Q2 | $673K | Buy |
3,193
+87
| +3% | +$18.3K | 0.03% | 192 |
|
|
2024
Q1 | $640K | Buy |
3,106
+1
| +0% | +$206 | 0.03% | 206 |
|
|
2023
Q4 | $588K | Sell |
3,105
-132
| -4% | -$25K | 0.03% | 212 |
|
|
2023
Q3 | $616K | Buy |
3,237
+195
| +6% | +$37.1K | 0.03% | 197 |
|
|
2023
Q2 | $572K | Buy |
3,042
+175
| +6% | +$32.9K | 0.03% | 210 |
|
|
2023
Q1 | $477K | Buy |
2,867
+223
| +8% | +$37.1K | 0.02% | 263 |
|
|
2022
Q4 | $394K | Hold |
2,644
| – | – | 0.02% | 264 |
|
|
2022
Q3 | $394K | Buy |
2,644
+1,313
| +99% | +$196K | 0.02% | 264 |
|
|
2022
Q2 | $206K | Buy |
+1,331
| New | +$206K | 0.01% | 359 |
|