Bell Investment 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 | $42.9K | Buy |
196
+2
| +1% | +$437 | 0.01% | 275 |
|
|
2025
Q1 | $47.3K | Buy |
194
+6
| +3% | +$1.46K | 0.01% | 226 |
|
|
2024
Q4 | $39.9K | Sell |
188
-9
| -5% | -$1.91K | 0.01% | 251 |
|
|
2024
Q3 | $43.9K | Hold |
197
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $41.5K | Hold |
197
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $40.6K | Hold |
197
| – | – | 0.01% | 239 |
|
|
2023
Q4 | $37.3K | Sell |
197
-3
| -2% | -$568 | 0.01% | 231 |
|
|
2023
Q3 | $38.1K | Sell |
200
-33
| -14% | -$6.28K | 0.01% | 206 |
|
|
2023
Q2 | $43.8K | Sell |
233
-6
| -3% | -$1.13K | 0.01% | 186 |
|
|
2023
Q1 | $39.8K | Sell |
239
-35
| -13% | -$5.83K | 0.01% | 193 |
|
|
2022
Q4 | $45.3K | Buy |
274
+34
| +14% | +$5.63K | 0.01% | 179 |
|
|
2022
Q3 | $36K | Buy |
240
+46
| +24% | +$6.9K | 0.01% | 176 |
|
|
2022
Q2 | $30K | Buy |
+194
| New | +$30K | 0.01% | 197 |
|
|
2021
Q4 | $39K | Sell |
223
-16
| -7% | -$2.8K | 0.01% | 189 |
|
|
2021
Q3 | $36K | Buy |
+239
| New | +$36K | 0.01% | 186 |
|