Wedmont Private Capital’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 | $1.66M | Sell |
7,737
-96
| -1% | -$20.6K | 0.07% | 177 |
|
|
2025
Q1 | $1.83M | Buy |
7,833
+398
| +5% | +$92.9K | 0.09% | 126 |
|
|
2024
Q4 | $1.55M | Buy |
7,435
+113
| +2% | +$23.6K | 0.08% | 144 |
|
|
2024
Q3 | $1.61M | Buy |
7,322
+267
| +4% | +$58.7K | 0.09% | 133 |
|
|
2024
Q2 | $1.54M | Buy |
7,055
+239
| +4% | +$52.2K | 0.1% | 127 |
|
|
2024
Q1 | $1.39M | Buy |
6,816
+59
| +0.9% | +$12.1K | 0.1% | 130 |
|
|
2023
Q4 | $1.29M | Buy |
6,757
+239
| +4% | +$45.8K | 0.11% | 126 |
|
|
2023
Q3 | $1.26M | Buy |
6,518
+750
| +13% | +$145K | 0.13% | 103 |
|
|
2023
Q2 | $1.08M | Buy |
5,768
+323
| +6% | +$60.3K | 0.12% | 118 |
|
|
2023
Q1 | $916K | Buy |
5,445
+641
| +13% | +$108K | 0.12% | 123 |
|
|
2022
Q4 | $821K | Buy |
4,804
+357
| +8% | +$61K | 0.12% | 136 |
|
|
2022
Q3 | $664K | Buy |
4,447
+570
| +15% | +$85.1K | 0.13% | 123 |
|
|
2022
Q2 | $602K | Buy |
3,877
+373
| +11% | +$57.9K | 0.13% | 120 |
|
|
2022
Q1 | $600K | Buy |
3,504
+580
| +20% | +$99.3K | 0.13% | 121 |
|
|
2021
Q4 | $479K | Buy |
+2,924
| New | +$479K | 0.15% | 114 |
|