Addison Advisors’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 | $83.3K | Sell |
381
-15
| -4% | -$3.28K | 0.02% | 330 |
|
|
2025
Q1 | $96.6K | Sell |
396
-13
| -3% | -$3.17K | 0.03% | 306 |
|
|
2024
Q4 | $86.9K | Buy |
409
+119
| +41% | +$25.3K | 0.02% | 318 |
|
|
2024
Q3 | $64.7K | Hold |
290
| – | – | 0.02% | 358 |
|
|
2024
Q2 | $61.1K | Sell |
290
-307
| -51% | -$64.7K | 0.02% | 349 |
|
|
2024
Q1 | $123K | Hold |
597
| – | – | 0.04% | 263 |
|
|
2023
Q4 | $113K | Buy |
597
+150
| +34% | +$28.4K | 0.04% | 261 |
|
|
2023
Q3 | $85.1K | Hold |
447
| – | – | 0.04% | 265 |
|
|
2023
Q2 | $84.1K | Hold |
447
| – | – | 0.04% | 260 |
|
|
2023
Q1 | $74.4K | Sell |
447
-7
| -2% | -$1.17K | 0.04% | 254 |
|
|
2022
Q4 | $75.1K | Hold |
454
| – | – | 0.05% | 248 |
|
|
2022
Q3 | $68K | Hold |
454
| – | – | 0.04% | 230 |
|
|
2022
Q2 | $70K | Hold |
454
| – | – | 0.04% | 228 |
|
|
2022
Q1 | $77K | Buy |
454
+150
| +49% | +$25.4K | 0.04% | 233 |
|
|
2021
Q4 | $53K | Buy |
304
+7
| +2% | +$1.22K | 0.03% | 240 |
|
|
2021
Q3 | $45K | Hold |
297
| – | – | 0.04% | 195 |
|
|
2021
Q2 | $42K | Buy |
+297
| New | +$42K | 0.03% | 197 |
|
|
2020
Q4 | $35K | Buy |
+297
| New | +$35K | 0.03% | 206 |
|