AA
ALPS Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
81,201
-405
| -0.5% | -$88.5K | 0.1% | 126 |
|
|
2025
Q1 | $19.9M | Buy |
81,606
+659
| +0.8% | +$161K | 0.12% | 114 |
|
|
2024
Q4 | $17.2M | Sell |
80,947
-68
| -0.1% | -$14.4K | 0.11% | 124 |
|
|
2024
Q3 | $18.1M | Buy |
81,015
+50,242
| +163% | +$11.2M | 0.12% | 109 |
|
|
2024
Q2 | $6.48M | Hold |
30,773
| – | – | 0.04% | 205 |
|
|
2024
Q1 | $6.34M | Buy |
30,773
+400
| +1% | +$82.4K | 0.04% | 210 |
|
|
2023
Q4 | $5.75M | Buy |
30,373
+200
| +0.7% | +$37.9K | 0.05% | 199 |
|
|
2023
Q3 | $5.74M | Sell |
30,173
-118,044
| -80% | -$22.5M | 0.05% | 186 |
|
|
2023
Q2 | $27.9M | Sell |
148,217
-3,810
| -3% | -$717K | 0.24% | 49 |
|
|
2023
Q1 | $25.3M | Sell |
152,027
-10,047
| -6% | -$1.67M | 0.22% | 83 |
|
|
2022
Q4 | $26.8M | Sell |
162,074
-7,848
| -5% | -$1.3M | 0.24% | 61 |
|
|
2022
Q3 | $25.4M | Buy |
169,922
+141,584
| +500% | +$21.1M | 0.24% | 61 |
|
|
2022
Q2 | $4.4M | Buy |
+28,338
| New | +$4.4M | 0.04% | 186 |
|
|
2016
Q3 | – | Sell |
-7,404
| Closed | -$507K | – | 736 |
|
|
2016
Q2 | $507K | Sell |
7,404
-460
| -6% | -$31.5K | ﹤0.01% | 260 |
|
|
2016
Q1 | $478K | Buy |
+7,864
| New | +$478K | ﹤0.01% | 252 |
|
|
2015
Q3 | – | Sell |
-9,971
| Closed | -$565K | – | 732 |
|
|
2015
Q2 | $565K | Buy |
9,971
+129
| +1% | +$7.31K | ﹤0.01% | 359 |
|
|
2015
Q1 | $552K | Sell |
9,842
-618
| -6% | -$34.7K | ﹤0.01% | 282 |
|
|
2014
Q4 | $599K | Sell |
10,460
-1,596
| -13% | -$91.4K | ﹤0.01% | 273 |
|
|
2014
Q3 | $631K | Sell |
12,056
-855
| -7% | -$44.8K | ﹤0.01% | 211 |
|
|
2014
Q2 | $669K | Buy |
12,911
+291
| +2% | +$15.1K | 0.01% | 244 |
|
|
2014
Q1 | $622K | Buy |
12,620
+1,336
| +12% | +$65.8K | 0.01% | 206 |
|
|
2013
Q4 | $516K | Buy |
11,284
+5,460
| +94% | +$250K | 0.01% | 350 |
|
|
2013
Q3 | $254K | Buy |
+5,824
| New | +$254K | ﹤0.01% | 357 |
|