Willow Creek 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 | $405K | Hold |
1,854
| – | – | 0.04% | 111 |
|
|
2025
Q1 | $452K | Buy |
1,854
+5
| +0.3% | +$1.22K | 0.04% | 94 |
|
|
2024
Q4 | $393K | Sell |
1,849
-91
| -5% | -$19.3K | 0.04% | 101 |
|
|
2024
Q3 | $433K | Hold |
1,940
| – | – | 0.05% | 96 |
|
|
2024
Q2 | $409K | Sell |
1,940
-8
| -0.4% | -$1.69K | 0.05% | 99 |
|
|
2024
Q1 | $401K | Buy |
1,948
+9
| +0.5% | +$1.85K | 0.05% | 98 |
|
|
2023
Q4 | $367K | Hold |
1,939
| – | – | 0.05% | 98 |
|
|
2023
Q3 | $369K | Hold |
1,939
| – | – | 0.05% | 92 |
|
|
2023
Q2 | $365K | Buy |
1,939
+7
| +0.4% | +$1.32K | 0.05% | 98 |
|
|
2023
Q1 | $322K | Hold |
1,932
| – | – | 0.05% | 99 |
|
|
2022
Q4 | $320K | Sell |
1,932
-97
| -5% | -$16.1K | 0.05% | 94 |
|
|
2022
Q3 | $303K | Hold |
2,029
| – | – | 0.06% | 89 |
|
|
2022
Q2 | $315K | Hold |
2,029
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $346K | Hold |
2,029
| – | – | 0.07% | 82 |
|
|
2021
Q4 | $353K | Hold |
2,029
| – | – | 0.07% | 83 |
|
|
2021
Q3 | $307K | Hold |
2,029
| – | – | 0.07% | 85 |
|
|
2021
Q2 | $285K | Hold |
2,029
| – | – | 0.07% | 91 |
|
|
2021
Q1 | $247K | Hold |
2,029
| – | – | 0.09% | 85 |
|
|
2020
Q4 | $237K | Hold |
2,029
| – | – | 0.09% | 80 |
|
|
2020
Q3 | $233K | Buy |
+2,029
| New | +$233K | 0.1% | 74 |
|
|
2020
Q1 | – | Sell |
-1,818
| Closed | -$203K | – | 75 |
|
|
2019
Q4 | $203K | Buy |
+1,818
| New | +$203K | 0.09% | 81 |
|