Aptus Capital Advisors’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 | $20.7M | Buy |
94,685
+7,389
| +8% | +$1.62M | 0.17% | 112 |
|
|
2025
Q1 | $21.3M | Buy |
87,296
+8,678
| +11% | +$2.12M | 0.22% | 93 |
|
|
2024
Q4 | $16.7M | Buy |
78,618
+9,421
| +14% | +$2M | 0.17% | 103 |
|
|
2024
Q3 | $15.4M | Buy |
69,197
+12,093
| +21% | +$2.7M | 0.23% | 105 |
|
|
2024
Q2 | $12M | Buy |
57,104
+13,217
| +30% | +$2.79M | 0.21% | 95 |
|
|
2024
Q1 | $9.04M | Buy |
43,887
+3,514
| +9% | +$724K | 0.17% | 107 |
|
|
2023
Q4 | $7.65M | Sell |
40,373
-894
| -2% | -$169K | 0.21% | 99 |
|
|
2023
Q3 | $7.85M | Sell |
41,267
-2,539
| -6% | -$483K | 0.21% | 92 |
|
|
2023
Q2 | $8.24M | Sell |
43,806
-3,093
| -7% | -$582K | 0.2% | 88 |
|
|
2023
Q1 | $7.81M | Buy |
46,899
+7,332
| +19% | +$1.22M | 0.21% | 96 |
|
|
2022
Q4 | $6.55M | Buy |
39,567
+3,098
| +8% | +$513K | 0.2% | 87 |
|
|
2022
Q3 | $5.44M | Sell |
36,469
-1,908
| -5% | -$285K | 0.13% | 91 |
|
|
2022
Q2 | $5.96M | Buy |
38,377
+3,807
| +11% | +$591K | 0.16% | 84 |
|
|
2022
Q1 | $5.89M | Buy |
34,570
+5,087
| +17% | +$867K | 0.15% | 83 |
|
|
2021
Q4 | $5.13M | Buy |
29,483
+4,352
| +17% | +$757K | 0.15% | 81 |
|
|
2021
Q3 | $3.81M | Buy |
25,131
+3,698
| +17% | +$560K | 0.1% | 94 |
|
|
2021
Q2 | $3.02M | Buy |
21,433
+2,898
| +16% | +$408K | 0.09% | 96 |
|
|
2021
Q1 | $2.26M | Buy |
18,535
+538
| +3% | +$65.5K | 0.08% | 98 |
|
|
2020
Q4 | $2.11M | Buy |
17,997
+3,264
| +22% | +$382K | 0.1% | 94 |
|
|
2020
Q3 | $1.69M | Buy |
14,733
+131
| +0.9% | +$15K | 0.09% | 97 |
|
|
2020
Q2 | $1.57M | Buy |
+14,602
| New | +$1.57M | 0.1% | 97 |
|