AWM
Aries Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Hold |
3,837
| – | – | 0.22% | 103 |
|
|
2025
Q1 | $936K | Sell |
3,837
-1,762
| -31% | -$430K | 0.25% | 91 |
|
|
2024
Q4 | $1.19M | Sell |
5,599
-8
| -0.1% | -$1.7K | 0.33% | 74 |
|
|
2024
Q3 | $1.25M | Hold |
5,607
| – | – | 0.34% | 74 |
|
|
2024
Q2 | $1.18M | Sell |
5,607
-339
| -6% | -$71.4K | 0.37% | 68 |
|
|
2024
Q1 | $1.22M | Buy |
5,946
+51
| +0.9% | +$10.5K | 0.39% | 66 |
|
|
2023
Q4 | $1.12M | Buy |
5,895
+109
| +2% | +$20.7K | 0.4% | 66 |
|
|
2023
Q3 | $1.11M | Buy |
5,786
+250
| +5% | +$48.1K | 0.44% | 65 |
|
|
2023
Q2 | $1.04M | Hold |
5,536
| – | – | 0.4% | 71 |
|
|
2023
Q1 | $922K | Hold |
5,536
| – | – | 0.38% | 74 |
|
|
2022
Q4 | $916K | Sell |
5,536
-375
| -6% | -$62.1K | 0.39% | 70 |
|
|
2022
Q3 | $955K | Hold |
5,911
| – | – | 0.42% | 67 |
|
|
2022
Q2 | $918K | Buy |
+5,911
| New | +$918K | 0.42% | 68 |
|
|
2022
Q1 | – | Sell |
-5,991
| Closed | -$1.04M | – | 162 |
|
|
2021
Q4 | $1.04M | Sell |
5,991
-455
| -7% | -$79.1K | 0.4% | 65 |
|
|
2021
Q3 | $976K | Sell |
6,446
-245
| -4% | -$37.1K | 0.41% | 64 |
|
|
2021
Q2 | $941K | Hold |
6,691
| – | – | 0.4% | 66 |
|
|
2021
Q1 | $839K | Buy |
6,691
+1,538
| +30% | +$193K | 0.38% | 68 |
|
|
2020
Q4 | $585K | Buy |
5,153
+130
| +3% | +$14.8K | 0.29% | 79 |
|
|
2020
Q3 | $576K | Hold |
5,023
| – | – | 0.33% | 75 |
|
|
2020
Q2 | $539K | Buy |
5,023
+45
| +0.9% | +$4.83K | 0.33% | 75 |
|
|
2020
Q1 | $412K | Sell |
4,978
-500
| -9% | -$41.4K | 0.31% | 75 |
|
|
2019
Q4 | $613K | Hold |
5,478
| – | – | 0.37% | 69 |
|
|
2019
Q3 | $532K | Hold |
5,478
| – | – | 0.35% | 71 |
|
|
2019
Q2 | $563K | Hold |
5,478
| – | – | 0.39% | 71 |
|
|
2019
Q1 | $514K | Sell |
5,478
-550
| -9% | -$51.6K | 0.38% | 71 |
|
|
2018
Q4 | $481K | Hold |
6,028
| – | – | 0.51% | 63 |
|
|
2018
Q3 | $499K | Hold |
6,028
| – | – | 0.45% | 63 |
|
|
2018
Q2 | $502K | Hold |
6,028
| – | – | 0.46% | 64 |
|
|
2018
Q1 | $493K | Hold |
6,028
| – | – | 0.48% | 63 |
|
|
2017
Q4 | $495K | Buy |
+6,028
| New | +$495K | 0.46% | 68 |
|