WR Wealth Planners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.7K | Buy |
88
+2
| +2% | +$425 | 0.01% | 480 |
|
|
2024
Q3 | $19.2K | Sell |
86
-8
| -9% | -$1.79K | 0.01% | 493 |
|
|
2024
Q2 | $19.8K | Buy |
94
+6
| +7% | +$1.26K | 0.01% | 446 |
|
|
2024
Q1 | $18.1K | Buy |
+88
| New | +$18.1K | 0.01% | 472 |
|
|
2023
Q4 | – | Sell |
-77
| Closed | -$14.7K | – | 594 |
|
|
2023
Q3 | $14.7K | Buy |
77
+20
| +35% | +$3.81K | 0.01% | 478 |
|
|
2023
Q2 | $10.7K | Sell |
57
-1
| -2% | -$188 | ﹤0.01% | 539 |
|
|
2023
Q1 | $9.66K | Buy |
+58
| New | +$9.66K | ﹤0.01% | 566 |
|