Warther 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 | $579K | Sell |
2,650
-50
| -2% | -$10.9K | 0.15% | 35 |
|
|
2025
Q1 | $659K | Sell |
2,700
-40
| -1% | -$9.76K | 0.22% | 29 |
|
|
2024
Q4 | $582K | Sell |
2,740
-60
| -2% | -$12.7K | 0.2% | 39 |
|
|
2024
Q3 | $625K | Sell |
2,800
-200
| -7% | -$44.6K | 0.22% | 38 |
|
|
2024
Q2 | $632K | Sell |
3,000
-1,169
| -28% | -$246K | 0.25% | 39 |
|
|
2024
Q1 | $859K | Buy |
+4,169
| New | +$859K | 0.38% | 33 |
|