Aptus Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.7M | Buy |
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|
2025
Q2 | $20.7M | Buy |
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|
2025
Q1 | $21.3M | Buy |
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|
2024
Q4 | $16.7M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $9.04M | Buy |
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|
2023
Q4 | $7.65M | Sell |
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|
2023
Q3 | $7.85M | Sell |
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|
2023
Q2 | $8.24M | Sell |
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|
2023
Q1 | $7.81M | Buy |
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|
2022
Q4 | $6.55M | Buy |
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|
2022
Q3 | $5.44M | Sell |
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|
2022
Q2 | $5.96M | Buy |
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|
2022
Q1 | $5.89M | Buy |
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|
2021
Q4 | $5.13M | Buy |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.02M | Buy |
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|
2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $2.1M | Buy |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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