Wealth Management Associates’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 | $237K | Sell |
1,082
-162
| -13% | -$35.4K | 0.09% | 192 |
|
|
2025
Q1 | $304K | Hold |
1,244
| – | – | 0.13% | 156 |
|
|
2024
Q4 | $264K | Buy |
1,244
+145
| +13% | +$30.8K | 0.11% | 170 |
|
|
2024
Q3 | $245K | Hold |
1,099
| – | – | 0.11% | 178 |
|
|
2024
Q2 | $232K | Hold |
1,099
| – | – | 0.11% | 173 |
|
|
2024
Q1 | $232K | Sell |
1,099
-82
| -7% | -$17.3K | 0.11% | 173 |
|
|
2023
Q4 | $224K | Sell |
1,181
-112
| -9% | -$21.2K | 0.12% | 177 |
|
|
2023
Q3 | $246K | Buy |
1,293
+96
| +8% | +$18.3K | 0.14% | 149 |
|
|
2023
Q2 | $225K | Sell |
1,197
-58
| -5% | -$10.9K | 0.13% | 169 |
|
|
2023
Q1 | $209K | Hold |
1,255
| – | – | 0.13% | 176 |
|
|
2022
Q4 | $208K | Sell |
1,255
-219
| -15% | -$36.2K | 0.14% | 172 |
|
|
2022
Q3 | $220K | Sell |
1,474
-248
| -14% | -$37K | 0.16% | 155 |
|
|
2022
Q2 | $267K | Hold |
1,722
| – | – | 0.18% | 136 |
|
|
2022
Q1 | $293K | Sell |
1,722
-31
| -2% | -$5.28K | 0.17% | 146 |
|
|
2021
Q4 | $305K | Buy |
1,753
+100
| +6% | +$17.4K | 0.16% | 153 |
|
|
2021
Q3 | $250K | Hold |
1,653
| – | – | 0.15% | 160 |
|
|
2021
Q2 | $233K | Buy |
+1,653
| New | +$233K | 0.13% | 179 |
|