Western Wealth Management’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 | $957K | Buy |
4,376
+287
| +7% | +$62.8K | 0.06% | 286 |
|
|
2025
Q1 | $998K | Sell |
4,089
-176
| -4% | -$43K | 0.07% | 251 |
|
|
2024
Q4 | $906K | Buy |
4,265
+221
| +5% | +$46.9K | 0.06% | 263 |
|
|
2024
Q3 | $902K | Sell |
4,044
-272
| -6% | -$60.7K | 0.05% | 333 |
|
|
2024
Q2 | $909K | Buy |
4,316
+137
| +3% | +$28.9K | 0.07% | 245 |
|
|
2024
Q1 | $861K | Buy |
4,179
+137
| +3% | +$28.2K | 0.07% | 250 |
|
|
2023
Q4 | $766K | Buy |
4,042
+9
| +0.2% | +$1.71K | 0.06% | 324 |
|
|
2023
Q3 | $768K | Buy |
4,033
+28
| +0.7% | +$5.33K | 0.06% | 301 |
|
|
2023
Q2 | $753K | Sell |
4,005
-13
| -0.3% | -$2.45K | 0.06% | 295 |
|
|
2023
Q1 | $669K | Sell |
4,018
-64
| -2% | -$10.7K | 0.06% | 304 |
|
|
2022
Q4 | $676K | Sell |
4,082
-3,771
| -48% | -$624K | 0.07% | 294 |
|
|
2022
Q3 | $1.17M | Sell |
7,853
-407
| -5% | -$60.8K | 0.07% | 271 |
|
|
2022
Q2 | $1.28M | Buy |
8,260
+160
| +2% | +$24.8K | 0.07% | 259 |
|
|
2022
Q1 | $1.38M | Buy |
8,100
+3,910
| +93% | +$666K | 0.07% | 272 |
|
|
2021
Q4 | $727K | Buy |
+4,190
| New | +$727K | 0.07% | 256 |
|
|
2021
Q2 | $487K | Sell |
3,435
-147
| -4% | -$20.8K | 0.05% | 364 |
|
|
2021
Q1 | $436K | Sell |
3,582
-10
| -0.3% | -$1.22K | 0.06% | 318 |
|
|
2020
Q4 | $420K | Buy |
3,592
+454
| +14% | +$53.1K | 0.06% | 288 |
|
|
2020
Q3 | $360K | Buy |
3,138
+123
| +4% | +$14.1K | 0.06% | 296 |
|
|
2020
Q2 | $324K | Sell |
3,015
-179
| -6% | -$19.2K | 0.06% | 299 |
|
|
2020
Q1 | $274K | Buy |
3,194
+228
| +8% | +$19.6K | 0.06% | 280 |
|
|
2019
Q4 | $330K | Buy |
2,966
+6
| +0.2% | +$668 | 0.05% | 294 |
|
|
2019
Q3 | $298K | Buy |
2,960
+370
| +14% | +$37.3K | 0.06% | 292 |
|
|
2019
Q2 | $255K | Sell |
2,590
-214
| -8% | -$21.1K | 0.03% | 339 |
|
|
2019
Q1 | $265K | Sell |
2,804
-174
| -6% | -$16.4K | 0.06% | 310 |
|
|
2018
Q4 | $239K | Buy |
+2,978
| New | +$239K | 0.06% | 290 |
|