Avantax Advisory Services’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 | $6.5M | Buy |
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|
2025
Q1 | $7.15M | Buy |
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|
2024
Q4 | $6.11M | Buy |
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|
2024
Q3 | $6.06M | Sell |
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|
2024
Q2 | $8.16M | Buy |
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $935K | Buy |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $240K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $492K | Buy |
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