Wealth Alliance’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 | $2.01M | Buy |
9,171
+523
| +6% | +$114K | 0.22% | 86 |
|
|
2025
Q1 | $2.11M | Buy |
8,648
+410
| +5% | +$100K | 0.26% | 78 |
|
|
2024
Q4 | $1.75M | Sell |
8,238
-156
| -2% | -$33.1K | 0.21% | 95 |
|
|
2024
Q3 | $1.87M | Sell |
8,394
-119
| -1% | -$26.5K | 0.22% | 90 |
|
|
2024
Q2 | $1.79M | Sell |
8,513
-142
| -2% | -$29.9K | 0.23% | 82 |
|
|
2024
Q1 | $1.78M | Sell |
8,655
-267
| -3% | -$55K | 0.23% | 89 |
|
|
2023
Q4 | $1.69M | Sell |
8,922
-13
| -0.1% | -$2.46K | 0.24% | 90 |
|
|
2023
Q3 | $1.7M | Sell |
8,935
-595
| -6% | -$113K | 0.27% | 76 |
|
|
2023
Q2 | $1.79M | Sell |
9,530
-43
| -0.4% | -$8.09K | 0.27% | 78 |
|
|
2023
Q1 | $1.59M | Buy |
9,573
+1,369
| +17% | +$228K | 0.26% | 86 |
|
|
2022
Q4 | $1.36M | Buy |
8,204
+2,392
| +41% | +$396K | 0.24% | 95 |
|
|
2022
Q3 | $868K | Buy |
5,812
+74
| +1% | +$11.1K | 0.17% | 133 |
|
|
2022
Q2 | $891K | Sell |
5,738
-80
| -1% | -$12.4K | 0.17% | 140 |
|
|
2022
Q1 | $991K | Buy |
5,818
+346
| +6% | +$58.9K | 0.2% | 116 |
|
|
2021
Q4 | $951K | Buy |
5,472
+27
| +0.5% | +$4.69K | 0.19% | 119 |
|
|
2021
Q3 | $825K | Sell |
5,445
-44
| -0.8% | -$6.67K | 0.19% | 122 |
|
|
2021
Q2 | $772K | Buy |
5,489
+97
| +2% | +$13.6K | 0.18% | 133 |
|
|
2021
Q1 | $657K | Buy |
5,392
+207
| +4% | +$25.2K | 0.18% | 137 |
|
|
2020
Q4 | $607K | Sell |
5,185
-2,668
| -34% | -$312K | 0.18% | 140 |
|
|
2020
Q3 | $901K | Buy |
7,853
+14
| +0.2% | +$1.61K | 0.32% | 76 |
|
|
2020
Q2 | $842K | Buy |
7,839
+677
| +9% | +$72.7K | 0.33% | 79 |
|
|
2020
Q1 | $619K | Buy |
+7,162
| New | +$619K | 0.33% | 90 |
|