Arax Advisory Partners’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 | $463K | Buy |
1,237
+143
| +13% | +$53.6K | 0.02% | 407 |
|
|
2025
Q1 | $267K | Sell |
1,094
-940
| -46% | -$229K | 0.02% | 459 |
|
|
2024
Q4 | $432K | Buy |
2,034
+2,005
| +6,914% | +$426K | 0.03% | 327 |
|
|
2024
Q3 | $6.56K | Buy |
29
+3
| +12% | +$679 | ﹤0.01% | 1594 |
|
|
2024
Q2 | $5.55K | Buy |
26
+4
| +18% | +$854 | ﹤0.01% | 1550 |
|
|
2024
Q1 | $4.59K | Sell |
22
-193
| -90% | -$40.3K | ﹤0.01% | 922 |
|
|
2023
Q4 | $40.8K | Hold |
215
| – | – | ﹤0.01% | 518 |
|
|
2023
Q3 | $40.9K | Hold |
215
| – | – | 0.01% | 490 |
|
|
2023
Q2 | $40.5K | Hold |
215
| – | – | 0.01% | 486 |
|
|
2023
Q1 | $35.8K | Hold |
215
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $35.6K | Buy |
215
+8
| +4% | +$1.32K | ﹤0.01% | 492 |
|
|
2022
Q3 | $31K | Buy |
+207
| New | +$31K | ﹤0.01% | 508 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$10K | – | 1174 |
|
|
2021
Q3 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 642 |
|
|
2018
Q4 | $119K | Sell |
1,495
-59
| -4% | -$4.7K | 0.05% | 166 |
|
|
2018
Q3 | $129K | Buy |
1,554
+331
| +27% | +$27.5K | 0.05% | 163 |
|
|
2018
Q2 | $100K | Buy |
1,223
+1,189
| +3,497% | +$97.2K | 0.04% | 155 |
|
|
2018
Q1 | $2K | Buy |
34
+15
| +79% | +$882 | ﹤0.01% | 425 |
|
|
2017
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 447 |
|
|
2017
Q3 | $1K | Sell |
19
-81
| -81% | -$4.26K | ﹤0.01% | 446 |
|
|
2017
Q2 | $8K | Buy |
100
+81
| +426% | +$6.48K | ﹤0.01% | 359 |
|
|
2017
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 504 |
|
|
2016
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 524 |
|