Avestar Capital’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 | $787K | Buy |
3,598
+609
| +20% | +$133K | 0.05% | 229 |
|
|
2025
Q1 | $729K | Buy |
2,989
+190
| +7% | +$46.4K | 0.06% | 200 |
|
|
2024
Q4 | $595K | Buy |
2,799
+188
| +7% | +$39.9K | 0.05% | 230 |
|
|
2024
Q3 | $582K | Sell |
2,611
-403
| -13% | -$89.9K | 0.06% | 222 |
|
|
2024
Q2 | $635K | Buy |
3,014
+167
| +6% | +$35.2K | 0.07% | 194 |
|
|
2024
Q1 | $586K | Buy |
2,847
+452
| +19% | +$93.1K | 0.06% | 196 |
|
|
2023
Q4 | $454K | Buy |
2,395
+393
| +20% | +$74.5K | 0.05% | 191 |
|
|
2023
Q3 | $381K | Buy |
2,002
+206
| +11% | +$39.2K | 0.05% | 182 |
|
|
2023
Q2 | $338K | Buy |
1,796
+110
| +7% | +$20.7K | 0.05% | 190 |
|
|
2023
Q1 | $281K | Buy |
1,686
+289
| +21% | +$48.1K | 0.05% | 226 |
|
|
2022
Q4 | $231K | Buy |
+1,397
| New | +$231K | 0.04% | 232 |
|
|
2021
Q1 | – | Sell |
-12,923
| Closed | -$1.51M | – | 331 |
|
|
2020
Q4 | $1.51M | Buy |
12,923
+2,105
| +19% | +$246K | 0.42% | 42 |
|
|
2020
Q3 | $1.2M | Sell |
10,818
-43
| -0.4% | -$4.78K | 0.4% | 49 |
|
|
2020
Q2 | $1.17M | Sell |
10,861
-756
| -7% | -$81.2K | 0.52% | 45 |
|
|
2020
Q1 | $1M | Buy |
+11,617
| New | +$1M | 0.55% | 45 |
|
|
2019
Q3 | – | Sell |
-461
| Closed | -$40K | – | 580 |
|
|
2019
Q2 | $40K | Sell |
461
-36
| -7% | -$3.12K | 0.03% | 322 |
|
|
2019
Q1 | $41K | Sell |
497
-11
| -2% | -$907 | 0.03% | 306 |
|
|
2018
Q4 | $34K | Buy |
508
+69
| +16% | +$4.62K | 0.02% | 289 |
|
|
2018
Q3 | $32K | Sell |
439
-103
| -19% | -$7.51K | 0.02% | 312 |
|
|
2018
Q2 | $39K | Buy |
542
+34
| +7% | +$2.45K | 0.02% | 295 |
|
|
2018
Q1 | $36K | Sell |
508
-18
| -3% | -$1.28K | 0.02% | 278 |
|
|
2017
Q4 | $36K | Buy |
+526
| New | +$36K | 0.03% | 282 |
|