Advisory Alpha’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 | $232K | Buy |
1,059
+12
| +1% | +$2.63K | 0.01% | 436 |
|
|
2025
Q1 | $255K | Buy |
1,047
+4
| +0.4% | +$976 | 0.01% | 380 |
|
|
2024
Q4 | $222K | Buy |
1,043
+59
| +6% | +$12.5K | 0.01% | 405 |
|
|
2024
Q3 | $220K | Sell |
984
-6
| -0.6% | -$1.34K | 0.01% | 390 |
|
|
2024
Q2 | $209K | Buy |
+990
| New | +$209K | 0.01% | 371 |
|
|
2021
Q4 | – | Sell |
-2,001
| Closed | -$303K | – | 269 |
|
|
2021
Q3 | $303K | Hold |
2,001
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $282K | Sell |
2,001
-573
| -22% | -$80.8K | 0.02% | 161 |
|
|
2021
Q1 | $314K | Sell |
2,574
-150
| -6% | -$18.3K | 0.03% | 136 |
|
|
2020
Q4 | $319K | Buy |
2,724
+20
| +0.7% | +$2.34K | 0.07% | 76 |
|
|
2020
Q3 | $310K | Hold |
2,704
| – | – | 0.07% | 67 |
|
|
2020
Q2 | $315K | Hold |
2,704
| – | – | 0.07% | 80 |
|
|
2020
Q1 | $250K | Hold |
2,704
| – | – | 0.07% | 76 |
|
|
2019
Q4 | $303K | Sell |
2,704
-94
| -3% | -$10.5K | 0.07% | 102 |
|
|
2019
Q3 | $268K | Buy |
2,798
+121
| +5% | +$11.6K | 0.08% | 95 |
|
|
2019
Q2 | $269K | Buy |
2,677
+145
| +6% | +$14.6K | 0.09% | 94 |
|
|
2019
Q1 | $238K | Hold |
2,532
| – | – | 0.09% | 97 |
|
|
2018
Q4 | $229K | Buy |
+2,532
| New | +$229K | 0.11% | 78 |
|