Archvest Wealth 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 | $621K | Hold |
2,840
| – | – | 0.54% | 35 |
|
|
2025
Q1 | $693K | Hold |
2,840
| – | – | 0.57% | 34 |
|
|
2024
Q4 | $603K | Sell |
2,840
-57
| -2% | -$12.1K | 0.44% | 38 |
|
|
2024
Q3 | $646K | Hold |
2,897
| – | – | 0.41% | 41 |
|
|
2024
Q2 | $609K | Sell |
2,897
-90
| -3% | -$18.9K | 0.4% | 40 |
|
|
2024
Q1 | $609K | Hold |
2,987
| – | – | 0.43% | 34 |
|
|
2023
Q4 | $566K | Hold |
2,987
| – | – | 0.43% | 33 |
|
|
2023
Q3 | $568K | Sell |
2,987
-315
| -10% | -$59.9K | 0.46% | 30 |
|
|
2023
Q2 | $621K | Sell |
3,302
-23
| -0.7% | -$4.33K | 0.51% | 28 |
|
|
2023
Q1 | $554K | Sell |
3,325
-111
| -3% | -$18.5K | 0.49% | 27 |
|
|
2022
Q4 | $569K | Sell |
3,436
-223
| -6% | -$36.9K | 0.56% | 25 |
|
|
2022
Q3 | $546K | Hold |
3,659
| – | – | 0.56% | 24 |
|
|
2022
Q2 | $568K | Sell |
3,659
-42
| -1% | -$6.52K | 0.57% | 23 |
|
|
2022
Q1 | $631K | Hold |
3,701
| – | – | 0.57% | 22 |
|
|
2021
Q4 | $643K | Buy |
+3,701
| New | +$643K | 0.56% | 23 |
|