Avantax Planning 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 | $241K | Hold |
1,102
| – | – | 0.01% | 399 |
|
|
2025
Q1 | $269K | Sell |
1,102
-18
| -2% | -$4.39K | 0.01% | 357 |
|
|
2024
Q4 | $238K | Sell |
1,120
-9
| -0.8% | -$1.91K | 0.01% | 379 |
|
|
2024
Q3 | $252K | Sell |
1,129
-825
| -42% | -$184K | 0.01% | 367 |
|
|
2024
Q2 | $412K | Buy |
1,954
+1
| +0.1% | +$211 | 0.01% | 319 |
|
|
2024
Q1 | $402K | Buy |
+1,953
| New | +$402K | 0.01% | 319 |
|
|
2022
Q2 | – | Sell |
-1,186
| Closed | -$202K | – | 363 |
|
|
2022
Q1 | $202K | Hold |
1,186
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $206K | Buy |
+1,186
| New | +$206K | 0.01% | 333 |
|
|
2018
Q4 | – | Sell |
-692
| Closed | -$57K | – | 843 |
|
|
2018
Q3 | $57K | Buy |
+692
| New | +$57K | ﹤0.01% | 456 |
|
|
2018
Q2 | – | Sell |
-805
| Closed | -$66K | – | 973 |
|
|
2018
Q1 | $66K | Buy |
+805
| New | +$66K | 0.01% | 481 |
|