Beacon Pointe Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Sell |
13,983
-86
| -0.6% | -$18.8K | 0.03% | 401 |
|
|
2025
Q1 | $3.43M | Buy |
14,069
+2,632
| +23% | +$642K | 0.04% | 361 |
|
|
2024
Q4 | $2.43M | Sell |
11,437
-2,004
| -15% | -$426K | 0.03% | 419 |
|
|
2024
Q3 | $3M | Sell |
13,441
-2,110
| -14% | -$471K | 0.03% | 391 |
|
|
2024
Q2 | $3.28M | Sell |
15,551
-88
| -0.6% | -$18.5K | 0.04% | 366 |
|
|
2024
Q1 | $3.22M | Buy |
15,639
+326
| +2% | +$67.2K | 0.04% | 392 |
|
|
2023
Q4 | $2.9M | Sell |
15,313
-253
| -2% | -$47.9K | 0.03% | 397 |
|
|
2023
Q3 | $2.96M | Buy |
15,566
+906
| +6% | +$172K | 0.04% | 372 |
|
|
2023
Q2 | $2.76M | Sell |
14,660
-428
| -3% | -$80.5K | 0.05% | 318 |
|
|
2023
Q1 | $2.51M | Sell |
15,088
-72
| -0.5% | -$12K | 0.04% | 350 |
|
|
2022
Q4 | $2.51M | Buy |
15,160
+1,364
| +10% | +$226K | 0.05% | 312 |
|
|
2022
Q3 | $2.06M | Buy |
13,796
+650
| +5% | +$96.9K | 0.05% | 312 |
|
|
2022
Q2 | $2.05M | Sell |
13,146
-13,223
| -50% | -$2.06M | 0.04% | 326 |
|
|
2022
Q1 | $4.49M | Buy |
26,369
+12,106
| +85% | +$2.06M | 0.06% | 272 |
|
|
2021
Q4 | $2.48M | Buy |
14,263
+1,221
| +9% | +$212K | 0.06% | 226 |
|
|
2021
Q3 | $1.98M | Sell |
13,042
-2,795
| -18% | -$423K | 0.05% | 288 |
|
|
2021
Q2 | $2.23M | Buy |
15,837
+3,456
| +28% | +$486K | 0.08% | 202 |
|
|
2021
Q1 | $1.51M | Buy |
12,381
+687
| +6% | +$83.6K | 0.09% | 169 |
|
|
2020
Q4 | $1.37M | Buy |
11,694
+418
| +4% | +$49K | 0.09% | 163 |
|
|
2020
Q3 | $1.29M | Buy |
11,276
+2,441
| +28% | +$280K | 0.13% | 143 |
|
|
2020
Q2 | $946K | Sell |
8,835
-294
| -3% | -$31.5K | 0.09% | 170 |
|
|
2020
Q1 | $789K | Buy |
+9,129
| New | +$789K | 0.13% | 142 |
|