AWM
Accurate Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
13,915
-171
| -1% | -$36.7K | 0.46% | 46 |
|
|
2025
Q1 | $3.29M | Sell |
14,086
-144
| -1% | -$33.6K | 0.63% | 35 |
|
|
2024
Q4 | $2.98M | Sell |
14,230
-102
| -0.7% | -$21.3K | 0.57% | 40 |
|
|
2024
Q3 | $3.24M | Sell |
14,332
-303
| -2% | -$68.5K | 0.65% | 36 |
|
|
2024
Q2 | $3.2M | Sell |
14,635
-150
| -1% | -$32.8K | 0.77% | 34 |
|
|
2024
Q1 | $2.99M | Sell |
14,785
-226
| -2% | -$45.7K | 0.87% | 30 |
|
|
2023
Q4 | $2.89M | Sell |
15,011
-377
| -2% | -$72.7K | 0.9% | 25 |
|
|
2023
Q3 | $2.94M | Buy |
15,388
+425
| +3% | +$81.1K | 0.92% | 25 |
|
|
2023
Q2 | $2.79M | Buy |
14,963
+3,518
| +31% | +$657K | 0.87% | 24 |
|
|
2023
Q1 | $1.92M | Buy |
11,445
+1,305
| +13% | +$219K | 0.66% | 29 |
|
|
2022
Q4 | $1.73M | Sell |
10,140
-8,555
| -46% | -$1.46M | 0.64% | 27 |
|
|
2022
Q3 | $2.9M | Buy |
+18,695
| New | +$2.9M | 1.21% | 19 |
|
|
2022
Q2 | – | Sell |
-9,594
| Closed | -$1.64M | – | 179 |
|
|
2022
Q1 | $1.64M | Buy |
9,594
+6,902
| +256% | +$1.18M | 0.73% | 25 |
|
|
2021
Q4 | $439K | Buy |
2,692
+81
| +3% | +$13.2K | 0.36% | 77 |
|
|
2021
Q3 | $415K | Buy |
2,611
+455
| +21% | +$72.3K | 0.36% | 80 |
|
|
2021
Q2 | $303K | Buy |
+2,156
| New | +$303K | 0.27% | 93 |
|