AWA
Aaron Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
3,220
-68
| -2% | -$14.9K | 0.07% | 172 |
|
|
2025
Q1 | $802K | Buy |
3,288
+239
| +8% | +$58.3K | 0.09% | 149 |
|
|
2024
Q4 | $648K | Buy |
3,049
+124
| +4% | +$26.3K | 0.08% | 157 |
|
|
2024
Q3 | $653K | Buy |
2,925
+185
| +7% | +$41.3K | 0.08% | 159 |
|
|
2024
Q2 | $577K | Buy |
2,740
+556
| +25% | +$117K | 0.08% | 155 |
|
|
2024
Q1 | $450K | Sell |
2,184
-176
| -7% | -$36.3K | 0.06% | 165 |
|
|
2023
Q4 | $447K | Buy |
2,360
+4
| +0.2% | +$758 | 0.07% | 146 |
|
|
2023
Q3 | $448K | Sell |
2,356
-143
| -6% | -$27.2K | 0.06% | 160 |
|
|
2023
Q2 | $470K | Buy |
2,499
+201
| +9% | +$37.8K | 0.06% | 160 |
|
|
2023
Q1 | $383K | Buy |
2,298
+465
| +25% | +$77.4K | 0.05% | 178 |
|
|
2022
Q4 | $303K | Sell |
1,833
-768
| -30% | -$127K | 0.04% | 191 |
|
|
2022
Q3 | $388K | Buy |
2,601
+184
| +8% | +$27.4K | 0.07% | 140 |
|
|
2022
Q2 | $375K | Sell |
2,417
-312,007
| -99% | -$48.4M | 0.09% | 125 |
|
|
2022
Q1 | $1.85M | Buy |
314,424
+312,399
| +15,427% | +$1.83M | 0.03% | 246 |
|
|
2021
Q4 | $351K | Buy |
2,025
+187
| +10% | +$32.4K | 0.1% | 126 |
|
|
2021
Q3 | $278K | Buy |
1,838
+343
| +23% | +$51.9K | 0.08% | 130 |
|
|
2021
Q2 | $210K | Buy |
+1,495
| New | +$210K | 0.07% | 149 |
|