Atlas Capital 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 | $33K | Hold |
151
| – | – | ﹤0.01% | 669 |
|
|
2025
Q1 | $36.8K | Hold |
151
| – | – | ﹤0.01% | 663 |
|
|
2024
Q4 | $32.1K | Sell |
151
-7
| -4% | -$1.49K | ﹤0.01% | 668 |
|
|
2024
Q3 | $35.2K | Hold |
158
| – | – | 0.01% | 620 |
|
|
2024
Q2 | $33.3K | Hold |
158
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $32.5K | Hold |
158
| – | – | 0.01% | 624 |
|
|
2023
Q4 | $29.9K | Hold |
158
| – | – | ﹤0.01% | 651 |
|
|
2023
Q3 | $30.1K | Hold |
158
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $29.7K | Hold |
158
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $26.3K | Hold |
158
| – | – | ﹤0.01% | 645 |
|
|
2022
Q4 | $26.1K | Sell |
158
-27
| -15% | -$4.47K | ﹤0.01% | 633 |
|
|
2022
Q3 | $27.6K | Hold |
185
| – | – | 0.01% | 616 |
|
|
2022
Q2 | $28.7K | Hold |
185
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $31.5K | Hold |
185
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $32.2K | Hold |
185
| – | – | ﹤0.01% | 586 |
|
|
2021
Q3 | $28K | Hold |
185
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $26K | Sell |
185
-1,754
| -90% | -$247K | ﹤0.01% | 619 |
|
|
2021
Q1 | $236K | Sell |
1,939
-32
| -2% | -$3.9K | 0.05% | 309 |
|
|
2020
Q4 | $231K | Hold |
1,971
| – | – | 0.05% | 287 |
|
|
2020
Q3 | $226K | Sell |
1,971
-2,124
| -52% | -$244K | 0.05% | 274 |
|
|
2020
Q2 | $440K | Sell |
4,095
-1,872
| -31% | -$201K | 0.1% | 197 |
|
|
2020
Q1 | $516K | Hold |
5,967
| – | – | 0.15% | 149 |
|
|
2019
Q4 | $665K | Hold |
5,967
| – | – | 0.17% | 158 |
|
|
2019
Q3 | $597K | Buy |
5,967
+721
| +14% | +$72.1K | 0.18% | 160 |
|
|
2019
Q2 | $523K | Buy |
5,246
+186
| +4% | +$18.6K | 0.17% | 163 |
|
|
2019
Q1 | $475K | Hold |
5,060
| – | – | 0.17% | 157 |
|
|
2018
Q4 | $404K | Sell |
5,060
-41
| -0.8% | -$3.27K | 0.16% | 166 |
|
|
2018
Q3 | $426K | Hold |
5,101
| – | – | 0.14% | 192 |
|
|
2018
Q2 | $443K | Sell |
5,101
-3,706
| -42% | -$322K | 0.16% | 176 |
|
|
2018
Q1 | $727K | Buy |
+8,807
| New | +$727K | 0.22% | 138 |
|