Arete 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 | $219K | Buy |
1,003
+27
| +3% | +$5.9K | 0.02% | 671 |
|
|
2025
Q1 | $238K | Buy |
+976
| New | +$238K | 0.02% | 616 |
|
|
2024
Q3 | – | Sell |
-1,637
| Closed | -$345K | – | 777 |
|
|
2024
Q2 | $345K | Buy |
+1,637
| New | +$345K | 0.03% | 500 |
|
|
2024
Q1 | – | Sell |
-1,583
| Closed | -$300K | – | 591 |
|
|
2023
Q4 | $300K | Buy |
1,583
+25
| +2% | +$4.74K | 0.02% | 549 |
|
|
2023
Q3 | $297K | Buy |
1,558
+71
| +5% | +$13.5K | 0.05% | 345 |
|
|
2023
Q2 | $280K | Sell |
1,487
-85
| -5% | -$16K | 0.02% | 513 |
|
|
2023
Q1 | $262K | Sell |
1,572
-86
| -5% | -$14.3K | 0.02% | 510 |
|
|
2022
Q4 | $274M | Sell |
1,658
-43
| -3% | -$7.12M | 0.02% | 479 |
|
|
2022
Q3 | $254K | Buy |
+1,701
| New | +$254K | 0.02% | 449 |
|
|
2022
Q2 | – | Sell |
-1,304
| Closed | -$222K | – | 519 |
|
|
2022
Q1 | $222K | Hold |
1,304
| – | – | 0.02% | 450 |
|
|
2021
Q4 | $226K | Buy |
+1,304
| New | +$226K | 0.02% | 445 |
|
|
2020
Q4 | – | Sell |
-9,421
| Closed | -$1.08M | – | 431 |
|
|
2020
Q3 | $1.08M | Sell |
9,421
-1
| -0% | -$115 | 0.16% | 143 |
|
|
2020
Q2 | $1.01M | Sell |
9,422
-114
| -1% | -$12.2K | 0.18% | 138 |
|
|
2020
Q1 | $825K | Buy |
9,536
+443
| +5% | +$38.3K | 0.16% | 140 |
|
|
2019
Q4 | $1.01M | Sell |
9,093
-26
| -0.3% | -$2.9K | 0.18% | 131 |
|
|
2019
Q3 | $912K | Buy |
9,119
+230
| +3% | +$23K | 0.17% | 142 |
|
|
2019
Q2 | $887K | Buy |
8,889
+73
| +0.8% | +$7.28K | 0.17% | 147 |
|
|
2019
Q1 | $828K | Buy |
8,816
+4,725
| +115% | +$444K | 0.17% | 151 |
|
|
2018
Q4 | $326K | Buy |
+4,091
| New | +$326K | 0.08% | 256 |
|