Williams Jones 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 | $722K | Hold |
3,304
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $806K | Sell |
3,304
-422
| -11% | -$103K | 0.01% | 265 |
|
|
2024
Q4 | $791K | Hold |
3,726
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $831K | Buy |
3,726
+2
| +0.1% | +$446 | 0.01% | 281 |
|
|
2024
Q2 | $785K | Hold |
3,724
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $767K | Hold |
3,724
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $706K | Hold |
3,724
| – | – | 0.01% | 292 |
|
|
2023
Q3 | $709K | Hold |
3,724
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $700K | Hold |
3,724
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $620K | Hold |
3,724
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $616K | Sell |
3,724
-500
| -12% | -$82.7K | 0.01% | 330 |
|
|
2022
Q3 | $631K | Sell |
4,224
-51
| -1% | -$7.62K | 0.01% | 327 |
|
|
2022
Q2 | $664K | Sell |
4,275
-537
| -11% | -$83.4K | 0.01% | 325 |
|
|
2022
Q1 | $820K | Buy |
4,812
+90
| +2% | +$15.3K | 0.01% | 284 |
|
|
2021
Q4 | $821K | Buy |
+4,722
| New | +$821K | 0.01% | 277 |
|
|
2020
Q1 | – | Sell |
-4,758
| Closed | -$530K | – | 417 |
|
|
2019
Q4 | $530K | Buy |
+4,758
| New | +$530K | 0.01% | 271 |
|