Atwood & Palmer’s Marsh & McLennan MMC Stock Holding History

Atwood & Palmer’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.7K	Hold	81	–	–	﹤0.01%	333
2025 Q1	$19.8K	Hold	81	–	–	﹤0.01%	291
2024 Q4	$17.2K	Hold	81	–	–	﹤0.01%	302
2024 Q3	$18.1K	Hold	81	–	–	﹤0.01%	298
2024 Q2	$17.1K	Sell	81 -28	-26%	-$5.9K	﹤0.01%	312
2024 Q1	$22.5K	Buy	109 +70	+179%	+$14.4K	﹤0.01%	267
2023 Q4	$7.39K	Hold	39	–	–	﹤0.01%	330
2023 Q3	$7.42K	Hold	39	–	–	﹤0.01%	319
2023 Q2	$7.34K	Hold	39	–	–	﹤0.01%	329
2023 Q1	$6.5K	Hold	39	–	–	﹤0.01%	320
2022 Q4	$6.45K	Hold	39	–	–	﹤0.01%	340
2022 Q3	$6K	Hold	39	–	–	﹤0.01%	328
2022 Q2	$6K	Sell	39 -36	-48%	-$5.54K	﹤0.01%	352
2022 Q1	$13K	Hold	75	–	–	﹤0.01%	350
2021 Q4	$13K	Buy	75 +36	+92%	+$6.24K	﹤0.01%	356
2021 Q3	$6K	Sell	39 -36	-48%	-$5.54K	﹤0.01%	371
2021 Q2	$11K	Hold	75	–	–	﹤0.01%	322
2021 Q1	$9K	Hold	75	–	–	﹤0.01%	354
2020 Q4	$9K	Hold	75	–	–	﹤0.01%	318
2020 Q3	$9K	Hold	75	–	–	﹤0.01%	271
2020 Q2	$8K	Hold	75	–	–	﹤0.01%	268
2020 Q1	$6K	Hold	75	–	–	﹤0.01%	273
2019 Q4	$8K	Hold	75	–	–	﹤0.01%	254
2019 Q3	$8K	Hold	75	–	–	﹤0.01%	257
2019 Q2	$7K	Hold	75	–	–	﹤0.01%	257
2019 Q1	$7K	Hold	75	–	–	﹤0.01%	270
2018 Q4	$6K	Hold	75	–	–	﹤0.01%	271
2018 Q3	$6K	Sell	75 -350	-82%	-$28K	﹤0.01%	274
2018 Q2	$35K	Sell	425 -650	-60%	-$53.5K	﹤0.01%	196
2018 Q1	$89K	Sell	1,075 -1,500	-58%	-$124K	0.01%	156
2017 Q4	$210K	Hold	2,575	–	–	0.03%	129
2017 Q3	$216K	Buy	2,575 +2,500	+3,333%	+$210K	0.03%	123
2017 Q2	$6K	Hold	75	–	–	﹤0.01%	276
2017 Q1	$6K	Hold	75	–	–	﹤0.01%	257
2016 Q4	$5K	Hold	75	–	–	﹤0.01%	289
2016 Q3	$5K	Hold	75	–	–	﹤0.01%	285
2016 Q2	$5K	Hold	75	–	–	﹤0.01%	273
2016 Q1	$5K	Hold	75	–	–	﹤0.01%	279
2015 Q4	$4K	Hold	75	–	–	﹤0.01%	364
2015 Q3	$4K	Hold	75	–	–	﹤0.01%	394
2015 Q2	$4K	Hold	75	–	–	﹤0.01%	343
2015 Q1	$4K	Hold	75	–	–	﹤0.01%	306
2014 Q4	$5K	Hold	75	–	–	﹤0.01%	336
2014 Q3	$4K	Hold	75	–	–	﹤0.01%	352
2014 Q2	$4K	Buy	+75	New	+$4K	﹤0.01%	303