WKWM
Walter & Keenan Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
2,552
+10
| +0.4% | +$2.19K | 0.16% | 101 |
|
|
2025
Q1 | $620K | Buy |
2,542
+117
| +5% | +$28.6K | 0.19% | 97 |
|
|
2024
Q4 | $515K | Buy |
2,425
+3
| +0.1% | +$637 | 0.16% | 104 |
|
|
2024
Q3 | $540K | Buy |
2,422
+21
| +0.9% | +$4.69K | 0.16% | 103 |
|
|
2024
Q2 | $506K | Sell |
2,401
-30
| -1% | -$6.32K | 0.16% | 100 |
|
|
2024
Q1 | $501K | Hold |
2,431
| – | – | 0.16% | 102 |
|
|
2023
Q4 | $461K | Hold |
2,431
| – | – | 0.16% | 104 |
|
|
2023
Q3 | $463K | Hold |
2,431
| – | – | 0.18% | 103 |
|
|
2023
Q2 | $457K | Hold |
2,431
| – | – | 0.17% | 104 |
|
|
2023
Q1 | $405K | Buy |
2,431
+11
| +0.5% | +$1.83K | 0.15% | 107 |
|
|
2022
Q4 | $400K | Hold |
2,420
| – | – | 0.16% | 105 |
|
|
2022
Q3 | $361K | Buy |
2,420
+20
| +0.8% | +$2.98K | 0.15% | 107 |
|
|
2022
Q2 | $373K | Hold |
2,400
| – | – | 0.15% | 105 |
|
|
2022
Q1 | $409K | Hold |
2,400
| – | – | 0.14% | 105 |
|
|
2021
Q4 | $417K | Sell |
2,400
-150
| -6% | -$26.1K | 0.14% | 105 |
|
|
2021
Q3 | $386K | Hold |
2,550
| – | – | 0.13% | 109 |
|
|
2021
Q2 | $359K | Sell |
2,550
-150
| -6% | -$21.1K | 0.12% | 107 |
|
|
2021
Q1 | $329K | Hold |
2,700
| – | – | 0.12% | 114 |
|
|
2020
Q4 | $316K | Hold |
2,700
| – | – | 0.11% | 115 |
|
|
2020
Q3 | $310K | Hold |
2,700
| – | – | 0.12% | 110 |
|
|
2020
Q2 | $290K | Buy |
+2,700
| New | +$290K | 0.12% | 119 |
|
|
2020
Q1 | – | Sell |
-2,700
| Closed | -$301K | – | 161 |
|
|
2019
Q4 | $301K | Sell |
2,700
-500
| -16% | -$55.7K | 0.12% | 126 |
|
|
2019
Q3 | $320K | Hold |
3,200
| – | – | 0.12% | 122 |
|
|
2019
Q2 | $319K | Hold |
3,200
| – | – | 0.14% | 115 |
|
|
2019
Q1 | $300K | Hold |
3,200
| – | – | 0.13% | 121 |
|
|
2018
Q4 | $255K | Hold |
3,200
| – | – | 0.11% | 128 |
|
|
2018
Q3 | $265 | Hold |
3,200
| – | – | 0.08% | 136 |
|
|
2018
Q2 | $262K | Hold |
3,200
| – | – | 0.11% | 141 |
|
|
2018
Q1 | $264K | Hold |
3,200
| – | – | 0.11% | 146 |
|
|
2017
Q4 | $260K | Hold |
3,200
| – | – | 0.11% | 145 |
|
|
2017
Q3 | $268K | Hold |
3,200
| – | – | 0.12% | 135 |
|
|
2017
Q2 | $249K | Hold |
3,200
| – | – | 0.13% | 133 |
|
|
2017
Q1 | $236K | Hold |
3,200
| – | – | 0.12% | 129 |
|
|
2016
Q4 | $216K | Hold |
3,200
| – | – | 0.11% | 136 |
|
|
2016
Q3 | $215K | Hold |
3,200
| – | – | 0.12% | 129 |
|
|
2016
Q2 | $219K | Buy |
+3,200
| New | +$219K | 0.12% | 126 |
|
|
2016
Q1 | – | Sell |
-4,200
| Closed | -$233K | – | 143 |
|
|
2015
Q4 | $233K | Hold |
4,200
| – | – | 0.14% | 125 |
|
|
2015
Q3 | $219K | Hold |
4,200
| – | – | 0.14% | 124 |
|
|
2015
Q2 | $238K | Hold |
4,200
| – | – | 0.14% | 125 |
|
|
2015
Q1 | $236K | Hold |
4,200
| – | – | 0.13% | 124 |
|
|
2014
Q4 | $240K | Hold |
4,200
| – | – | 0.14% | 120 |
|
|
2014
Q3 | $220K | Hold |
4,200
| – | – | 0.13% | 136 |
|
|
2014
Q2 | $218K | Hold |
4,200
| – | – | 0.11% | 136 |
|
|
2014
Q1 | $207K | Buy |
+4,200
| New | +$207K | 0.11% | 134 |
|