B. Riley Wealth Advisors’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 | $485K | Buy |
+2,218
| New | +$485K | 0.02% | 524 |
|
|
2024
Q4 | $841K | Sell |
3,958
-471
| -11% | -$100K | 0.03% | 512 |
|
|
2024
Q3 | $987K | Sell |
4,429
-60
| -1% | -$13.4K | 0.03% | 502 |
|
|
2024
Q2 | $946K | Buy |
4,489
+1,288
| +40% | +$271K | 0.02% | 557 |
|
|
2024
Q1 | $609K | Buy |
3,201
+591
| +23% | +$112K | 0.02% | 701 |
|
|
2023
Q4 | $495K | Sell |
2,610
-591
| -18% | -$112K | 0.01% | 817 |
|
|
2023
Q3 | $609K | Buy |
3,201
+428
| +15% | +$81.4K | 0.02% | 701 |
|
|
2023
Q2 | $522K | Sell |
2,773
-168
| -6% | -$31.6K | 0.01% | 830 |
|
|
2023
Q1 | $490K | Sell |
2,941
-894
| -23% | -$149K | 0.01% | 809 |
|
|
2022
Q4 | $635K | Buy |
3,835
+681
| +22% | +$113K | 0.02% | 700 |
|
|
2022
Q3 | $471K | Buy |
3,154
+786
| +33% | +$117K | 0.01% | 782 |
|
|
2022
Q2 | $369K | Buy |
2,368
+202
| +9% | +$31.5K | 0.02% | 785 |
|
|
2022
Q1 | $370K | Sell |
2,166
-706
| -25% | -$121K | 0.01% | 916 |
|
|
2021
Q4 | $499K | Sell |
2,872
-89
| -3% | -$15.5K | 0.01% | 810 |
|
|
2021
Q3 | $447K | Sell |
2,961
-718
| -20% | -$108K | 0.01% | 829 |
|
|
2021
Q2 | $517K | Buy |
3,679
+78
| +2% | +$11K | 0.02% | 752 |
|
|
2021
Q1 | $440K | Buy |
3,601
+1,296
| +56% | +$158K | 0.02% | 796 |
|
|
2020
Q4 | $271K | Sell |
2,305
-3,783
| -62% | -$445K | 0.01% | 816 |
|
|
2020
Q3 | $699K | Sell |
6,088
-18
| -0.3% | -$2.07K | 0.04% | 413 |
|
|
2020
Q2 | $656K | Buy |
6,106
+362
| +6% | +$38.9K | 0.04% | 370 |
|
|
2020
Q1 | $497K | Buy |
5,744
+419
| +8% | +$36.3K | 0.04% | 384 |
|
|
2019
Q4 | $594K | Buy |
5,325
+771
| +17% | +$86K | 0.05% | 373 |
|
|
2019
Q3 | $456K | Sell |
4,554
-738
| -14% | -$73.9K | 0.04% | 437 |
|
|
2019
Q2 | $529K | Sell |
5,292
-604
| -10% | -$60.4K | 0.06% | 360 |
|
|
2019
Q1 | $554K | Sell |
5,896
-375
| -6% | -$35.2K | 0.07% | 304 |
|
|
2018
Q4 | $501K | Sell |
6,271
-558
| -8% | -$44.6K | 0.07% | 295 |
|
|
2018
Q3 | $566K | Sell |
6,829
-11
| -0.2% | -$912 | 0.07% | 319 |
|
|
2018
Q2 | $562K | Sell |
6,840
-3,045
| -31% | -$250K | 0.07% | 293 |
|
|
2018
Q1 | $818K | Buy |
9,885
+1,967
| +25% | +$163K | 0.11% | 197 |
|
|
2017
Q4 | $646K | Buy |
7,918
+3,281
| +71% | +$268K | 0.09% | 254 |
|
|
2017
Q3 | $390K | Sell |
4,637
-4
| -0.1% | -$336 | 0.06% | 315 |
|
|
2017
Q2 | $363K | Buy |
+4,641
| New | +$363K | 0.07% | 317 |
|
|
2015
Q1 | – | Sell |
-1,144
| Closed | -$65 | – | 1413 |
|
|
2014
Q4 | $65 | Buy |
+1,144
| New | +$65 | ﹤0.01% | 1959 |
|
|
2014
Q3 | – | Sell |
-1,224
| Closed | -$63.4K | – | 1394 |
|
|
2014
Q2 | $63.4K | Buy |
+1,224
| New | +$63.4K | 0.01% | 921 |
|