AWA
Amplius Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
2,635
-10
| -0.4% | -$2.19K | 0.05% | 108 |
|
|
2025
Q1 | $645K | Buy |
2,645
+5
| +0.2% | +$1.22K | 0.07% | 97 |
|
|
2024
Q4 | $561K | Hold |
2,640
| – | – | 0.06% | 97 |
|
|
2024
Q3 | $589K | Sell |
2,640
-10
| -0.4% | -$2.23K | 0.06% | 89 |
|
|
2024
Q2 | $558K | Sell |
2,650
-523
| -16% | -$110K | 0.06% | 92 |
|
|
2024
Q1 | $654K | Sell |
3,173
-473
| -13% | -$97.4K | 0.07% | 87 |
|
|
2023
Q4 | $691K | Sell |
3,646
-515
| -12% | -$97.6K | 0.08% | 81 |
|
|
2023
Q3 | $792K | Buy |
4,161
+301
| +8% | +$57.3K | 0.11% | 75 |
|
|
2023
Q2 | $726K | Sell |
3,860
-7
| -0.2% | -$1.32K | 0.1% | 79 |
|
|
2023
Q1 | $644K | Sell |
3,867
-544
| -12% | -$90.6K | 0.09% | 83 |
|
|
2022
Q4 | $730K | Sell |
4,411
-5
| -0.1% | -$827 | 0.12% | 76 |
|
|
2022
Q3 | $659K | Sell |
4,416
-22
| -0.5% | -$3.28K | 0.12% | 70 |
|
|
2022
Q2 | $688K | Sell |
4,438
-224
| -5% | -$34.7K | 0.11% | 72 |
|
|
2022
Q1 | $794K | Hold |
4,662
| – | – | 0.12% | 70 |
|
|
2021
Q4 | $810K | Buy |
+4,662
| New | +$810K | 0.11% | 72 |
|