Cetera Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.83M | Buy |
8,861
+3,074
| +53% | +$633K | 0.01% | 860 |
|
|
2023
Q4 | $1.1M | Sell |
5,787
-28
| -0.5% | -$5.31K | 0.02% | 742 |
|
|
2023
Q3 | $1.11M | Sell |
5,815
-3,887
| -40% | -$740K | 0.02% | 687 |
|
|
2023
Q2 | $1.82M | Buy |
9,702
+5,025
| +107% | +$945K | 0.03% | 496 |
|
|
2023
Q1 | $779K | Sell |
4,677
-1,166
| -20% | -$194K | 0.01% | 803 |
|
|
2022
Q4 | $967K | Buy |
5,843
+3,254
| +126% | +$539K | 0.02% | 691 |
|
|
2022
Q3 | $387K | Buy |
2,589
+327
| +14% | +$48.9K | 0.01% | 887 |
|
|
2022
Q2 | $351K | Buy |
2,262
+179
| +9% | +$27.8K | 0.01% | 986 |
|
|
2022
Q1 | $355K | Buy |
2,083
+128
| +7% | +$21.8K | 0.01% | 1028 |
|
|
2021
Q4 | $340K | Sell |
1,955
-433
| -18% | -$75.3K | 0.01% | 1066 |
|
|
2021
Q3 | $362K | Buy |
2,388
+585
| +32% | +$88.7K | 0.01% | 1010 |
|
|
2021
Q2 | $254K | Buy |
1,803
+165
| +10% | +$23.2K | 0.01% | 1123 |
|
|
2021
Q1 | $200K | Buy |
+1,638
| New | +$200K | 0.01% | 1150 |
|