APW
Acima Private Wealth’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Hold |
1,881
| – | – | 0.14% | 83 |
|
|
2025
Q1 | $459K | Hold |
1,881
| – | – | 0.16% | 71 |
|
|
2024
Q4 | $400K | Hold |
1,881
| – | – | 0.13% | 87 |
|
|
2024
Q3 | $420K | Hold |
1,881
| – | – | 0.14% | 86 |
|
|
2024
Q2 | $396K | Hold |
1,881
| – | – | 0.15% | 85 |
|
|
2024
Q1 | $387K | Hold |
1,881
| – | – | 0.14% | 91 |
|
|
2023
Q4 | $356K | Hold |
1,881
| – | – | 0.14% | 98 |
|
|
2023
Q3 | $358K | Hold |
1,881
| – | – | 0.16% | 100 |
|
|
2023
Q2 | $354K | Hold |
1,881
| – | – | 0.17% | 99 |
|
|
2023
Q1 | $313K | Hold |
1,881
| – | – | 0.15% | 99 |
|
|
2022
Q4 | $311K | Hold |
1,881
| – | – | 0.16% | 100 |
|
|
2022
Q3 | $281K | Hold |
1,881
| – | – | 0.14% | 100 |
|
|
2022
Q2 | $292K | Hold |
1,881
| – | – | 0.15% | 103 |
|
|
2022
Q1 | $321K | Hold |
1,881
| – | – | 0.15% | 108 |
|
|
2021
Q4 | $327K | Hold |
1,881
| – | – | 0.14% | 108 |
|
|
2021
Q3 | $285K | Hold |
1,881
| – | – | 0.13% | 108 |
|
|
2021
Q2 | $265K | Hold |
1,881
| – | – | 0.12% | 113 |
|
|
2021
Q1 | $229K | Hold |
1,881
| – | – | 0.11% | 115 |
|
|
2020
Q4 | $220K | Hold |
1,881
| – | – | 0.11% | 115 |
|
|
2020
Q3 | $216K | Hold |
1,881
| – | – | 0.13% | 106 |
|
|
2020
Q2 | $202K | Hold |
1,881
| – | – | 0.13% | 117 |
|
|
2020
Q1 | $163K | Hold |
1,881
| – | – | 0.13% | 123 |
|
|
2019
Q4 | $210K | Hold |
1,881
| – | – | 0.15% | 134 |
|
|
2019
Q3 | $188K | Hold |
1,881
| – | – | 0.14% | 137 |
|
|
2019
Q2 | $188K | Hold |
1,881
| – | – | 0.15% | 128 |
|
|
2019
Q1 | $177K | Hold |
1,881
| – | – | 0.15% | 127 |
|
|
2018
Q4 | $150K | Buy |
+1,881
| New | +$150K | 0.15% | 128 |
|