Ameritas Advisory Services’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 | $162K | Sell |
740
-762
| -51% | -$167K | 0.01% | 805 |
|
|
2025
Q1 | $342K | Buy |
1,502
+85
| +6% | +$19.4K | 0.01% | 670 |
|
|
2024
Q4 | $301K | Buy |
+1,417
| New | +$301K | 0.01% | 724 |
|
|
2024
Q3 | – | Sell |
-1,526
| Closed | -$322K | – | 905 |
|
|
2024
Q2 | $322K | Buy |
1,526
+198
| +15% | +$41.7K | 0.01% | 706 |
|
|
2024
Q1 | $268K | Sell |
1,328
-825
| -38% | -$167K | 0.01% | 738 |
|
|
2023
Q4 | $413K | Buy |
2,153
+944
| +78% | +$181K | 0.02% | 472 |
|
|
2023
Q3 | $230K | Buy |
+1,209
| New | +$230K | 0.01% | 710 |
|
|
2023
Q2 | – | Sell |
-1,454
| Closed | -$250K | – | 1764 |
|
|
2023
Q1 | $250K | Sell |
1,454
-110
| -7% | -$18.9K | 0.01% | 696 |
|
|
2022
Q4 | $259K | Buy |
+1,564
| New | +$259K | 0.01% | 752 |
|
|
2022
Q3 | – | Sell |
-1,367
| Closed | -$212K | – | 791 |
|
|
2022
Q2 | $212K | Buy |
+1,367
| New | +$212K | 0.01% | 735 |
|