Advisors Preferred’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 | $367K | Buy |
+1,685
| New | +$367K | 0.06% | 140 |
|
2025
Q1 | – | Sell |
-1,964
| Closed | -$415K | – | 306 |
|
2024
Q4 | $415K | Sell |
1,964
-528
| -21% | -$112K | 0.07% | 130 |
|
2024
Q3 | $555K | Buy |
2,492
+851
| +52% | +$190K | 0.08% | 110 |
|
2024
Q2 | $345K | Buy |
+1,641
| New | +$345K | 0.06% | 105 |
|
2023
Q1 | – | Sell |
-3,718
| Closed | -$617K | – | 241 |
|
2022
Q4 | $617K | Buy |
3,718
+8
| +0.2% | +$1.33K | 0.26% | 35 |
|
2022
Q3 | $575K | Sell |
3,710
-578
| -13% | -$89.6K | 0.29% | 26 |
|
2022
Q2 | $666K | Buy |
+4,288
| New | +$666K | 0.17% | 66 |
|
2019
Q3 | – | Sell |
-11,986
| Closed | -$1.21M | – | 264 |
|
2019
Q2 | $1.21M | Buy |
+11,986
| New | +$1.21M | 0.41% | 36 |
|
2016
Q3 | – | Sell |
-199
| Closed | -$14K | – | 235 |
|
2016
Q2 | $14K | Buy |
+199
| New | +$14K | 0.01% | 145 |
|
2015
Q4 | – | Sell |
-2,221
| Closed | -$116K | – | 237 |
|
2015
Q3 | $116K | Buy |
+2,221
| New | +$116K | 0.13% | 48 |
|