Benjamin Edwards Inc’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
23,364
+766
| +3% | +$167K | 0.07% | 274 |
|
|
2025
Q1 | $5.51M | Buy |
22,598
+382
| +2% | +$93.2K | 0.08% | 243 |
|
|
2024
Q4 | $4.72M | Buy |
22,216
+646
| +3% | +$137K | 0.07% | 267 |
|
|
2024
Q3 | $4.81M | Buy |
21,570
+17,670
| +453% | +$3.94M | 0.07% | 265 |
|
|
2024
Q2 | $822K | Buy |
3,900
+236
| +6% | +$49.7K | 0.16% | 150 |
|
|
2024
Q1 | $755K | Buy |
3,664
+1,681
| +85% | +$346K | 0.15% | 161 |
|
|
2023
Q4 | $376K | Buy |
1,983
+146
| +8% | +$27.7K | 0.08% | 228 |
|
|
2023
Q3 | $350K | Buy |
1,837
+115
| +7% | +$21.9K | 0.08% | 214 |
|
|
2023
Q2 | $324K | Sell |
1,722
-7
| -0.4% | -$1.32K | 0.08% | 210 |
|
|
2023
Q1 | $288K | Buy |
1,729
+201
| +13% | +$33.5K | 0.07% | 226 |
|
|
2022
Q4 | $253K | Buy |
1,528
+129
| +9% | +$21.4K | 0.07% | 237 |
|
|
2022
Q3 | $209K | Buy |
1,399
+107
| +8% | +$16K | 0.06% | 247 |
|
|
2022
Q2 | $201K | Buy |
1,292
+180
| +16% | +$28K | 0.06% | 259 |
|
|
2022
Q1 | $190K | Buy |
1,112
+251
| +29% | +$42.9K | 0.06% | 283 |
|
|
2021
Q4 | $150K | Buy |
861
+518
| +151% | +$90.2K | 0.05% | 293 |
|
|
2021
Q3 | $52K | Buy |
+343
| New | +$52K | 0.03% | 297 |
|
|
2019
Q3 | – | Sell |
-81
| Closed | -$8K | – | 311 |
|
|
2019
Q2 | $8K | Hold |
81
| – | – | 0.02% | 233 |
|
|
2019
Q1 | $8K | Buy |
+81
| New | +$8K | 0.04% | 216 |
|