Wayfinding Financial’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 | – | Sell |
-1,031
| Closed | -$251K | – | 506 |
|
|
2025
Q1 | $251K | Buy |
1,031
+5
| +0.5% | +$1.22K | 0.11% | 115 |
|
|
2024
Q4 | $217K | Buy |
+1,026
| New | +$217K | 0.12% | 124 |
|
|
2024
Q3 | – | Sell |
-1,021
| Closed | -$215K | – | 92 |
|
|
2024
Q2 | $215K | Sell |
1,021
-29
| -3% | -$6.11K | 0.12% | 118 |
|
|
2024
Q1 | $213K | Sell |
1,050
-41
| -4% | -$8.32K | 0.12% | 116 |
|
|
2023
Q4 | $206K | Buy |
+1,091
| New | +$206K | 0.14% | 104 |
|