AWM
Avior Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,893
-62
| -3% | -$13.6K | 0.01% | 487 |
|
|
2025
Q1 | $477K | Buy |
1,955
+3
| +0.2% | +$732 | 0.02% | 420 |
|
|
2024
Q4 | $415K | Sell |
1,952
-82
| -4% | -$17.4K | 0.02% | 500 |
|
|
2024
Q3 | $454K | Buy |
2,034
+8
| +0.4% | +$1.79K | 0.02% | 477 |
|
|
2024
Q2 | $427K | Sell |
2,026
-396
| -16% | -$83.5K | 0.02% | 473 |
|
|
2024
Q1 | $499K | Buy |
2,422
+2,284
| +1,655% | +$471K | 0.02% | 451 |
|
|
2023
Q4 | $26.3K | Hold |
138
| – | – | ﹤0.01% | 840 |
|
|
2023
Q3 | $26.4K | Hold |
138
| – | – | ﹤0.01% | 900 |
|
|
2023
Q2 | $26K | Buy |
138
+1
| +0.7% | +$188 | ﹤0.01% | 892 |
|
|
2023
Q1 | $23K | Sell |
137
-52
| -28% | -$8.72K | ﹤0.01% | 924 |
|
|
2022
Q4 | $31.3K | Sell |
189
-224
| -54% | -$37.1K | ﹤0.01% | 692 |
|
|
2022
Q3 | $61K | Buy |
413
+1
| +0.2% | +$148 | 0.01% | 580 |
|
|
2022
Q2 | $64K | Buy |
412
+1
| +0.2% | +$155 | 0.01% | 534 |
|
|
2022
Q1 | $70K | Buy |
411
+2
| +0.5% | +$341 | 0.01% | 547 |
|
|
2021
Q4 | $71K | Buy |
409
+1
| +0.2% | +$174 | 0.01% | 542 |
|
|
2021
Q3 | $61K | Buy |
408
+2
| +0.5% | +$299 | 0.01% | 540 |
|
|
2021
Q2 | $57K | Buy |
406
+1
| +0.2% | +$140 | 0.01% | 518 |
|
|
2021
Q1 | $49K | Sell |
405
-34
| -8% | -$4.11K | 0.01% | 526 |
|
|
2020
Q4 | $51K | Buy |
439
+38
| +9% | +$4.42K | 0.01% | 488 |
|
|
2020
Q3 | $46K | Buy |
401
+1
| +0.3% | +$115 | 0.01% | 506 |
|
|
2020
Q2 | $42K | Buy |
400
+383
| +2,253% | +$40.2K | 0.01% | 500 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 734 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 757 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 734 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 734 |
|
|
2018
Q4 | – | Sell |
-37
| Closed | -$3K | – | 739 |
|
|
2018
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $3K | Sell |
37
-15
| -29% | -$1.22K | ﹤0.01% | 696 |
|
|
2018
Q1 | $4K | Sell |
52
-40
| -43% | -$3.08K | ﹤0.01% | 648 |
|
|
2017
Q4 | $7K | Buy |
92
+52
| +130% | +$3.96K | ﹤0.01% | 626 |
|
|
2017
Q3 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 426 |
|
|
2017
Q1 | – | Sell |
-32
| Closed | -$2K | – | 511 |
|
|
2016
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 454 |
|