Cetera Investment Advisers’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 | $23.7M | Buy |
108,347
+4,159
| +4% | +$909K | 0.04% | 455 |
|
|
2025
Q1 | $25.4M | Buy |
104,188
+11,668
| +13% | +$2.85M | 0.05% | 385 |
|
|
2024
Q4 | $19.7M | Buy |
92,520
+31,897
| +53% | +$6.78M | 0.04% | 435 |
|
|
2024
Q3 | $13.5M | Buy |
60,623
+5,606
| +10% | +$1.25M | 0.03% | 571 |
|
|
2024
Q2 | $11.6M | Sell |
55,017
-479
| -0.9% | -$101K | 0.03% | 608 |
|
|
2024
Q1 | $11.4M | Buy |
55,496
+39,013
| +237% | +$8.04M | 0.03% | 618 |
|
|
2023
Q4 | $3.12M | Buy |
16,483
+2,875
| +21% | +$545K | 0.03% | 612 |
|
|
2023
Q3 | $2.59M | Buy |
13,608
+554
| +4% | +$105K | 0.02% | 650 |
|
|
2023
Q2 | $2.46M | Buy |
13,054
+214
| +2% | +$40.3K | 0.02% | 685 |
|
|
2023
Q1 | $2.14M | Sell |
12,840
-4,087
| -24% | -$681K | 0.02% | 706 |
|
|
2022
Q4 | $2.8M | Buy |
16,927
+11,674
| +222% | +$1.93M | 0.03% | 576 |
|
|
2022
Q3 | $784K | Sell |
5,253
-828
| -14% | -$124K | 0.02% | 814 |
|
|
2022
Q2 | $944K | Buy |
6,081
+1,893
| +45% | +$294K | 0.02% | 821 |
|
|
2022
Q1 | $714K | Buy |
4,188
+1,277
| +44% | +$218K | 0.01% | 959 |
|
|
2021
Q4 | $506K | Buy |
2,911
+231
| +9% | +$40.2K | 0.01% | 1178 |
|
|
2021
Q3 | $406K | Buy |
2,680
+78
| +3% | +$11.8K | 0.01% | 1258 |
|
|
2021
Q2 | $366K | Buy |
+2,602
| New | +$366K | 0.01% | 1295 |
|
|
2021
Q1 | – | Sell |
-2,113
| Closed | -$247K | – | 1660 |
|
|
2020
Q4 | $247K | Buy |
+2,113
| New | +$247K | ﹤0.01% | 1352 |
|