Ausdal Financial Partners’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 | $808K | Sell |
3,694
-74
| -2% | -$16.2K | 0.05% | 304 |
|
|
2025
Q1 | $919K | Buy |
3,768
+197
| +6% | +$48.1K | 0.07% | 256 |
|
|
2024
Q4 | $758K | Buy |
3,571
+2
| +0.1% | +$425 | 0.07% | 251 |
|
|
2024
Q3 | $796K | Sell |
3,569
-60
| -2% | -$13.4K | 0.08% | 225 |
|
|
2024
Q2 | $765K | Buy |
3,629
+5
| +0.1% | +$1.05K | 0.08% | 214 |
|
|
2024
Q1 | $747K | Sell |
3,624
-44
| -1% | -$9.06K | 0.09% | 210 |
|
|
2023
Q4 | $695K | Buy |
3,668
+21
| +0.6% | +$3.98K | 0.09% | 205 |
|
|
2023
Q3 | $694K | Buy |
3,647
+36
| +1% | +$6.85K | 0.1% | 193 |
|
|
2023
Q2 | $679K | Buy |
3,611
+23
| +0.6% | +$4.33K | 0.09% | 201 |
|
|
2023
Q1 | $598K | Sell |
3,588
-7
| -0.2% | -$1.17K | 0.08% | 219 |
|
|
2022
Q4 | $595K | Buy |
3,595
+9
| +0.3% | +$1.49K | 0.09% | 218 |
|
|
2022
Q3 | $535K | Buy |
3,586
+26
| +0.7% | +$3.88K | 0.08% | 231 |
|
|
2022
Q2 | $553K | Hold |
3,560
| – | – | 0.08% | 240 |
|
|
2022
Q1 | $607K | Hold |
3,560
| – | – | 0.08% | 243 |
|
|
2021
Q4 | $619K | Sell |
3,560
-50
| -1% | -$8.69K | 0.08% | 245 |
|
|
2021
Q3 | $547K | Sell |
3,610
-150
| -4% | -$22.7K | 0.08% | 257 |
|
|
2021
Q2 | $529K | Sell |
3,760
-24
| -0.6% | -$3.38K | 0.08% | 252 |
|
|
2021
Q1 | $461K | Buy |
3,784
+24
| +0.6% | +$2.92K | 0.08% | 256 |
|
|
2020
Q4 | $440K | Sell |
3,760
-15
| -0.4% | -$1.76K | 0.09% | 247 |
|
|
2020
Q3 | $433K | Buy |
3,775
+15
| +0.4% | +$1.72K | 0.1% | 209 |
|
|
2020
Q2 | $404K | Sell |
3,760
-44
| -1% | -$4.73K | 0.13% | 166 |
|
|
2020
Q1 | $364K | Hold |
3,804
| – | – | 0.13% | 172 |
|
|
2019
Q4 | $441K | Buy |
3,804
+44
| +1% | +$5.1K | 0.13% | 201 |
|
|
2019
Q3 | $376K | Hold |
3,760
| – | – | 0.13% | 197 |
|
|
2019
Q2 | $378K | Buy |
+3,760
| New | +$378K | 0.15% | 178 |
|