Arkadios 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 | $1.12M | Buy |
5,111
+1,894
| +59% | +$414K | 0.03% | 525 |
|
|
2025
Q1 | $785K | Buy |
3,217
+343
| +12% | +$83.7K | 0.03% | 538 |
|
|
2024
Q4 | $611K | Buy |
2,874
+122
| +4% | +$25.9K | 0.03% | 468 |
|
|
2024
Q3 | $614K | Buy |
2,752
+114
| +4% | +$25.4K | 0.03% | 471 |
|
|
2024
Q2 | $556K | Buy |
2,638
+242
| +10% | +$51K | 0.04% | 441 |
|
|
2024
Q1 | $493K | Buy |
2,396
+2
| +0.1% | +$412 | 0.04% | 380 |
|
|
2023
Q4 | $454K | Buy |
2,394
+916
| +62% | +$174K | 0.04% | 395 |
|
|
2023
Q3 | $281K | Buy |
+1,478
| New | +$281K | 0.03% | 508 |
|
|
2021
Q4 | – | Sell |
-166
| Closed | -$25K | – | 1296 |
|
|
2021
Q3 | $25K | Sell |
166
-28
| -14% | -$4.22K | ﹤0.01% | 1129 |
|
|
2021
Q2 | $27K | Buy |
194
+85
| +78% | +$11.8K | ﹤0.01% | 1164 |
|
|
2021
Q1 | $13K | Buy |
109
+29
| +36% | +$3.46K | ﹤0.01% | 1107 |
|
|
2020
Q4 | $9K | Sell |
80
-120
| -60% | -$13.5K | ﹤0.01% | 997 |
|
|
2020
Q3 | $23K | Buy |
200
+2
| +1% | +$230 | 0.01% | 574 |
|
|
2020
Q2 | $21.8K | Buy |
198
+116
| +141% | +$12.8K | 0.01% | 529 |
|
|
2020
Q1 | $7.09K | Sell |
82
-15
| -15% | -$1.3K | ﹤0.01% | 706 |
|
|
2019
Q4 | $11.6K | Buy |
+97
| New | +$11.6K | 0.01% | 562 |
|