Atria Wealth Solutions’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
3,364
-3,548
| -51% | -$776K | 0.02% | 758 |
|
|
2025
Q1 | $1.69M | Sell |
6,912
-2,096
| -23% | -$511K | 0.02% | 688 |
|
|
2024
Q4 | $1.91M | Buy |
9,008
+425
| +5% | +$90.3K | 0.02% | 658 |
|
|
2024
Q3 | $1.91M | Sell |
8,583
-273
| -3% | -$60.9K | 0.02% | 652 |
|
|
2024
Q2 | $1.87M | Buy |
8,856
+364
| +4% | +$76.7K | 0.02% | 646 |
|
|
2024
Q1 | $1.75M | Buy |
8,492
+2,181
| +35% | +$449K | 0.02% | 684 |
|
|
2023
Q4 | $1.2M | Buy |
6,311
+239
| +4% | +$45.3K | 0.02% | 785 |
|
|
2023
Q3 | $1.16M | Buy |
6,072
+2,632
| +77% | +$501K | 0.02% | 747 |
|
|
2023
Q2 | $647K | Sell |
3,440
-87
| -2% | -$16.4K | 0.01% | 1034 |
|
|
2023
Q1 | $587K | Buy |
3,527
+170
| +5% | +$28.3K | 0.01% | 1034 |
|
|
2022
Q4 | $555K | Buy |
3,357
+1,558
| +87% | +$258K | 0.01% | 1022 |
|
|
2022
Q3 | $269K | Buy |
+1,799
| New | +$269K | ﹤0.01% | 1357 |
|
|
2022
Q2 | – | Sell |
-1,442
| Closed | -$246K | – | 1762 |
|
|
2022
Q1 | $246K | Buy |
+1,442
| New | +$246K | ﹤0.01% | 1437 |
|