Avidian Wealth Enterprises’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 | $261K | Sell |
1,193
-27
| -2% | -$5.9K | 0.01% | 463 |
|
|
2025
Q1 | $298K | Buy |
1,220
+124
| +11% | +$30.3K | 0.01% | 419 |
|
|
2024
Q4 | $233K | Sell |
1,096
-15
| -1% | -$3.19K | 0.01% | 455 |
|
|
2024
Q3 | $248K | Buy |
1,111
+15
| +1% | +$3.35K | 0.01% | 435 |
|
|
2024
Q2 | $231K | Buy |
+1,096
| New | +$231K | 0.01% | 442 |
|
|
2023
Q2 | – | Sell |
-3,288
| Closed | -$548K | – | 457 |
|
|
2023
Q1 | $548K | Sell |
3,288
-406
| -11% | -$67.6K | 0.03% | 278 |
|
|
2022
Q4 | $611K | Sell |
3,694
-55
| -1% | -$9.1K | 0.04% | 248 |
|
|
2022
Q3 | $560K | Sell |
3,749
-6
| -0.2% | -$896 | 0.04% | 222 |
|
|
2022
Q2 | $583K | Sell |
3,755
-16
| -0.4% | -$2.48K | 0.04% | 245 |
|
|
2022
Q1 | $643K | Buy |
3,771
+221
| +6% | +$37.7K | 0.04% | 247 |
|
|
2021
Q4 | $617K | Buy |
3,550
+150
| +4% | +$26.1K | 0.04% | 256 |
|
|
2021
Q3 | $515K | Buy |
3,400
+330
| +11% | +$50K | 0.04% | 208 |
|
|
2021
Q2 | $432K | Buy |
3,070
+93
| +3% | +$13.1K | 0.03% | 246 |
|
|
2021
Q1 | $363K | Sell |
2,977
-112
| -4% | -$13.7K | 0.03% | 253 |
|
|
2020
Q4 | $361K | Buy |
3,089
+333
| +12% | +$38.9K | 0.03% | 229 |
|
|
2020
Q3 | $316K | Buy |
2,756
+46
| +2% | +$5.27K | 0.04% | 208 |
|
|
2020
Q2 | $291K | Buy |
2,710
+342
| +14% | +$36.7K | 0.04% | 201 |
|
|
2020
Q1 | $205K | Buy |
2,368
+214
| +10% | +$18.5K | 0.03% | 190 |
|
|
2019
Q4 | $240K | Buy |
+2,154
| New | +$240K | 0.03% | 202 |
|