Avantax Advisory Services’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 | $6.5M | Buy |
29,723
+428
| +1% | +$93.6K | 0.04% | 366 |
|
|
2025
Q1 | $7.15M | Buy |
29,295
+507
| +2% | +$124K | 0.04% | 320 |
|
|
2024
Q4 | $6.11M | Buy |
28,788
+1,612
| +6% | +$342K | 0.04% | 342 |
|
|
2024
Q3 | $6.06M | Sell |
27,176
-11,553
| -30% | -$2.58M | 0.04% | 338 |
|
|
2024
Q2 | $8.16M | Buy |
38,729
+24,181
| +166% | +$5.1M | 0.06% | 247 |
|
|
2024
Q1 | $3M | Buy |
14,548
+2,636
| +22% | +$543K | 0.03% | 429 |
|
|
2023
Q4 | $2.26M | Buy |
11,912
+2,148
| +22% | +$407K | 0.02% | 471 |
|
|
2023
Q3 | $1.86M | Buy |
9,764
+1,764
| +22% | +$336K | 0.02% | 479 |
|
|
2023
Q2 | $1.5M | Buy |
8,000
+572
| +8% | +$108K | 0.02% | 554 |
|
|
2023
Q1 | $1.24M | Buy |
7,428
+1,777
| +31% | +$296K | 0.02% | 590 |
|
|
2022
Q4 | $935K | Buy |
5,651
+2,030
| +56% | +$336K | 0.01% | 656 |
|
|
2022
Q3 | $541K | Buy |
3,621
+682
| +23% | +$102K | 0.01% | 738 |
|
|
2022
Q2 | $456K | Buy |
+2,939
| New | +$456K | 0.01% | 826 |
|
|
2022
Q1 | – | Sell |
-1,439
| Closed | -$250K | – | 1337 |
|
|
2021
Q4 | $250K | Sell |
1,439
-407
| -22% | -$70.7K | ﹤0.01% | 1067 |
|
|
2021
Q3 | $280K | Buy |
1,846
+143
| +8% | +$21.7K | ﹤0.01% | 957 |
|
|
2021
Q2 | $240K | Buy |
+1,703
| New | +$240K | ﹤0.01% | 996 |
|
|
2020
Q4 | – | Sell |
-4,281
| Closed | -$492K | – | 1188 |
|
|
2020
Q3 | $492K | Buy |
+4,281
| New | +$492K | 0.01% | 791 |
|