Atlas Capital Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
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|
2025
Q1 | $36.8K | Hold |
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|
2024
Q4 | $32.1K | Sell |
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|
2024
Q3 | $35.2K | Hold |
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|
2024
Q2 | $33.3K | Hold |
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|
2024
Q1 | $32.5K | Hold |
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|
2023
Q4 | $29.9K | Hold |
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|
2023
Q3 | $30.1K | Hold |
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|
2023
Q2 | $29.7K | Hold |
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|
2023
Q1 | $26.3K | Hold |
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|
2022
Q4 | $26.1K | Sell |
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|
2022
Q3 | $27.6K | Hold |
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|
2022
Q2 | $28.7K | Hold |
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|
2022
Q1 | $31.5K | Hold |
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|
2021
Q4 | $32.2K | Hold |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $516K | Hold |
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|
2019
Q4 | $665K | Hold |
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|
2019
Q3 | $597K | Buy |
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|
2019
Q2 | $523K | Buy |
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|
2019
Q1 | $475K | Hold |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $426K | Hold |
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|
2018
Q2 | $443K | Sell |
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|
2018
Q1 | $727K | Buy |
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