BA
Bellwether Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
1,613
-3
| -0.2% | -$656 | 0.06% | 95 |
|
|
2025
Q1 | $394K | Sell |
1,616
-22,112
| -93% | -$5.4M | 0.08% | 92 |
|
|
2024
Q4 | $5.04M | Sell |
23,728
-3,452
| -13% | -$733K | 0.9% | 22 |
|
|
2024
Q3 | $6.06M | Buy |
+27,180
| New | +$6.06M | 1.16% | 22 |
|
|
2023
Q4 | – | Sell |
-7,466
| Closed | -$1.42M | – | 131 |
|
|
2023
Q3 | $1.42M | Buy |
+7,466
| New | +$1.42M | 0.39% | 59 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$166 | – | 314 |
|
|
2023
Q1 | $166 | Sell |
1
-4
| -80% | -$664 | ﹤0.01% | 428 |
|
|
2022
Q4 | $827 | Sell |
5
-2,263
| -100% | -$374K | ﹤0.01% | 387 |
|
|
2022
Q3 | $338K | Sell |
2,268
-758
| -25% | -$113K | 0.11% | 86 |
|
|
2022
Q2 | $469K | Sell |
3,026
-138
| -4% | -$21.4K | 0.15% | 81 |
|
|
2022
Q1 | $539K | Buy |
3,164
+2,789
| +744% | +$475K | 0.16% | 96 |
|
|
2021
Q4 | $65K | Buy |
375
+374
| +37,400% | +$64.8K | 0.02% | 180 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 589 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 457 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 413 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 329 |
|