Wedbush Securities’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 | $363K | Buy |
1,661
+628
| +61% | +$137K | 0.01% | 751 |
|
|
2025
Q1 | $252K | Sell |
1,033
-51
| -5% | -$12.4K | 0.01% | 904 |
|
|
2024
Q4 | $230K | Sell |
1,084
-82
| -7% | -$17.4K | 0.01% | 959 |
|
|
2024
Q3 | $260K | Sell |
1,166
-2,581
| -69% | -$576K | 0.01% | 868 |
|
|
2024
Q2 | $790K | Sell |
3,747
-258
| -6% | -$54.4K | 0.03% | 447 |
|
|
2024
Q1 | $825K | Buy |
4,005
+2,012
| +101% | +$414K | 0.03% | 457 |
|
|
2023
Q4 | $378K | Buy |
1,993
+23
| +1% | +$4.36K | 0.02% | 668 |
|
|
2023
Q3 | $375K | Sell |
1,970
-51
| -3% | -$9.71K | 0.02% | 624 |
|
|
2023
Q2 | $380K | Sell |
2,021
-107
| -5% | -$20.1K | 0.02% | 647 |
|
|
2023
Q1 | $354K | Buy |
2,128
+282
| +15% | +$46.9K | 0.02% | 683 |
|
|
2022
Q4 | $305K | Buy |
+1,846
| New | +$305K | 0.02% | 729 |
|
|
2021
Q2 | – | Sell |
-3,273
| Closed | -$399K | – | 1177 |
|
|
2021
Q1 | $399K | Buy |
+3,273
| New | +$399K | 0.02% | 668 |
|