Waller Financial Planning Group’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 | $705K | Buy |
3,225
+11
| +0.3% | +$2.41K | 0.17% | 46 |
|
|
2025
Q1 | $784K | Buy |
3,214
+12
| +0.4% | +$2.93K | 0.22% | 41 |
|
|
2024
Q4 | $680K | Buy |
3,202
+11
| +0.3% | +$2.34K | 0.17% | 44 |
|
|
2024
Q3 | $712K | Buy |
3,191
+12
| +0.4% | +$2.68K | 0.18% | 43 |
|
|
2024
Q2 | $670K | Buy |
3,179
+11
| +0.3% | +$2.32K | 0.18% | 43 |
|
|
2024
Q1 | $653K | Buy |
3,168
+11
| +0.3% | +$2.27K | 0.17% | 42 |
|
|
2023
Q4 | $598K | Buy |
3,157
+11
| +0.3% | +$2.08K | 0.16% | 41 |
|
|
2023
Q3 | $599K | Buy |
3,146
+12
| +0.4% | +$2.28K | 0.17% | 41 |
|
|
2023
Q2 | $589K | Buy |
3,134
+10
| +0.3% | +$1.88K | 0.16% | 42 |
|
|
2023
Q1 | $520K | Buy |
3,124
+11
| +0.4% | +$1.83K | 0.15% | 42 |
|
|
2022
Q4 | $515K | Buy |
3,113
+11
| +0.4% | +$1.82K | 0.15% | 42 |
|
|
2022
Q3 | $463K | Buy |
3,102
+11
| +0.4% | +$1.64K | 0.14% | 42 |
|
|
2022
Q2 | $480K | Buy |
3,091
+10
| +0.3% | +$1.55K | 0.14% | 42 |
|
|
2022
Q1 | $525K | Buy |
3,081
+11
| +0.4% | +$1.87K | 0.14% | 36 |
|
|
2021
Q4 | $534K | Buy |
3,070
+10
| +0.3% | +$1.74K | 0.13% | 36 |
|
|
2021
Q3 | $463K | Buy |
3,060
+11
| +0.4% | +$1.66K | 0.12% | 37 |
|
|
2021
Q2 | $429K | Buy |
3,049
+10
| +0.3% | +$1.41K | 0.12% | 37 |
|
|
2021
Q1 | $370K | Buy |
3,039
+12
| +0.4% | +$1.46K | 0.11% | 37 |
|
|
2020
Q4 | $354K | Buy |
3,027
+13
| +0.4% | +$1.52K | 0.11% | 38 |
|
|
2020
Q3 | $346K | Buy |
3,014
+12
| +0.4% | +$1.38K | 0.13% | 39 |
|
|
2020
Q2 | $322K | Buy |
3,002
+12
| +0.4% | +$1.29K | 0.13% | 42 |
|
|
2020
Q1 | $258K | Buy |
2,990
+12
| +0.4% | +$1.04K | 0.13% | 41 |
|
|
2019
Q4 | $332K | Buy |
2,978
+13
| +0.4% | +$1.45K | 0.17% | 42 |
|
|
2019
Q3 | $290K | Buy |
2,965
+13
| +0.4% | +$1.27K | 0.15% | 41 |
|
|
2019
Q2 | $301K | Buy |
2,952
+13
| +0.4% | +$1.33K | 0.17% | 41 |
|
|
2019
Q1 | $281K | Buy |
2,939
+13
| +0.4% | +$1.24K | 0.16% | 41 |
|
|
2018
Q4 | $233K | Buy |
+2,926
| New | +$233K | 0.16% | 41 |
|