Advisornet Financial’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 | $186K | Buy |
850
+47
| +6% | +$10.3K | 0.01% | 589 |
|
|
2025
Q1 | $196K | Sell |
803
-69
| -8% | -$16.8K | 0.01% | 550 |
|
|
2024
Q4 | $185K | Sell |
872
-885
| -50% | -$188K | 0.02% | 526 |
|
|
2024
Q3 | $392K | Buy |
1,757
+95
| +6% | +$21.2K | 0.03% | 369 |
|
|
2024
Q2 | $350K | Sell |
1,662
-182
| -10% | -$38.4K | 0.03% | 369 |
|
|
2024
Q1 | $380K | Buy |
1,844
+68
| +4% | +$14K | 0.04% | 345 |
|
|
2023
Q4 | $336K | Buy |
1,776
+17
| +1% | +$3.22K | 0.03% | 386 |
|
|
2023
Q3 | $335K | Sell |
1,759
-108
| -6% | -$20.6K | 0.03% | 367 |
|
|
2023
Q2 | $351K | Sell |
1,867
-67
| -3% | -$12.6K | 0.03% | 372 |
|
|
2023
Q1 | $322K | Sell |
1,934
-531
| -22% | -$88.4K | 0.03% | 370 |
|
|
2022
Q4 | $408K | Sell |
2,465
-459
| -16% | -$76K | 0.04% | 329 |
|
|
2022
Q3 | $437K | Buy |
2,924
+1,067
| +57% | +$159K | 0.04% | 341 |
|
|
2022
Q2 | $288K | Sell |
1,857
-345
| -16% | -$53.5K | 0.03% | 422 |
|
|
2022
Q1 | $375K | Buy |
2,202
+46
| +2% | +$7.83K | 0.02% | 422 |
|
|
2021
Q4 | $375K | Buy |
2,156
+10
| +0.5% | +$1.74K | 0.02% | 452 |
|
|
2021
Q3 | $325K | Buy |
2,146
+20
| +0.9% | +$3.03K | 0.02% | 443 |
|
|
2021
Q2 | $299K | Hold |
2,126
| – | – | 0.02% | 479 |
|
|
2021
Q1 | $259K | Buy |
2,126
+200
| +10% | +$24.4K | 0.02% | 490 |
|
|
2020
Q4 | $225K | Buy |
1,926
+601
| +45% | +$70.2K | 0.02% | 474 |
|
|
2020
Q3 | $152K | Sell |
1,325
-100
| -7% | -$11.5K | 0.01% | 552 |
|
|
2020
Q2 | $153K | Sell |
1,425
-194
| -12% | -$20.8K | 0.01% | 552 |
|
|
2020
Q1 | $140K | Sell |
1,619
-314
| -16% | -$27.2K | 0.01% | 536 |
|
|
2019
Q4 | $215K | Sell |
1,933
-127
| -6% | -$14.1K | 0.02% | 489 |
|
|
2019
Q3 | $206K | Buy |
2,060
+532
| +35% | +$53.2K | 0.02% | 498 |
|
|
2019
Q2 | $152K | Buy |
1,528
+56
| +4% | +$5.57K | 0.02% | 500 |
|
|
2019
Q1 | $138K | Sell |
1,472
-1,461
| -50% | -$137K | 0.02% | 480 |
|
|
2018
Q4 | $234K | Buy |
2,933
+657
| +29% | +$52.4K | 0.03% | 375 |
|
|
2018
Q3 | $188K | Sell |
2,276
-20
| -0.9% | -$1.65K | 0.02% | 426 |
|
|
2018
Q2 | $188K | Buy |
2,296
+102
| +5% | +$8.35K | 0.03% | 409 |
|
|
2018
Q1 | $181K | Sell |
2,194
-24
| -1% | -$1.98K | 0.03% | 408 |
|
|
2017
Q4 | $181K | Buy |
+2,218
| New | +$181K | 0.03% | 366 |
|