WestEnd Advisors’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 | $2.19K | Sell |
10
-5
| -33% | -$1.09K | ﹤0.01% | 141 |
|
|
2025
Q1 | $3.66K | Buy |
15
+10
| +200% | +$2.44K | ﹤0.01% | 117 |
|
|
2024
Q4 | $1.06K | Buy |
5
+1
| +25% | +$212 | ﹤0.01% | 130 |
|
|
2024
Q3 | $892 | Buy |
4
+1
| +33% | +$223 | ﹤0.01% | 133 |
|
|
2024
Q2 | $632 | Buy |
3
+1
| +50% | +$211 | ﹤0.01% | 147 |
|
|
2024
Q1 | $412 | Buy |
+2
| New | +$412 | ﹤0.01% | 168 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1.02M | – | 348 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1.04K | – | 108 |
|
|
2021
Q4 | $1.04K | Buy |
+6
| New | +$1.04K | ﹤0.01% | 106 |
|
|
2021
Q3 | – | Hold |
0
| – | -$844K | – | 102 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 105 |
|