Clearstead 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 | $1.77M | Buy |
8,087
+730
| +10% | +$160K | 0.02% | 336 |
|
|
2025
Q1 | $1.8M | Sell |
7,357
-659
| -8% | -$161K | 0.03% | 319 |
|
|
2024
Q4 | $1.7M | Sell |
8,016
-250
| -3% | -$53.1K | 0.03% | 315 |
|
|
2024
Q3 | $1.84M | Buy |
8,266
+215
| +3% | +$48K | 0.03% | 308 |
|
|
2024
Q2 | $1.7M | Buy |
8,051
+548
| +7% | +$115K | 0.03% | 299 |
|
|
2024
Q1 | $1.54M | Buy |
7,503
+48
| +0.6% | +$9.87K | 0.08% | 173 |
|
|
2023
Q4 | $1.41M | Sell |
7,455
-7,355
| -50% | -$1.39M | 0.08% | 180 |
|
|
2023
Q3 | $2.82M | Buy |
14,810
+7,399
| +100% | +$1.41M | 0.08% | 171 |
|
|
2023
Q2 | $1.39M | Sell |
7,411
-195
| -3% | -$36.7K | 0.08% | 170 |
|
|
2023
Q1 | $1.27M | Buy |
7,606
+708
| +10% | +$118K | 0.09% | 158 |
|
|
2022
Q4 | $1.14M | Buy |
6,898
+118
| +2% | +$19.5K | 0.09% | 163 |
|
|
2022
Q3 | $1.01M | Buy |
6,780
+67
| +1% | +$10K | 0.09% | 156 |
|
|
2022
Q2 | $1.04M | Buy |
6,713
+67
| +1% | +$10.4K | 0.08% | 168 |
|
|
2022
Q1 | $1.13M | Buy |
6,646
+264
| +4% | +$45K | 0.08% | 168 |
|
|
2021
Q4 | $1.11M | Sell |
6,382
-419
| -6% | -$72.8K | 0.08% | 173 |
|
|
2021
Q3 | $1.03M | Buy |
6,801
+54
| +0.8% | +$8.18K | 0.08% | 171 |
|
|
2021
Q2 | $949K | Buy |
6,747
+487
| +8% | +$68.5K | 0.07% | 173 |
|
|
2021
Q1 | $762K | Buy |
6,260
+4,484
| +252% | +$546K | 0.06% | 180 |
|
|
2020
Q4 | $208K | Buy |
1,776
+141
| +9% | +$16.5K | 0.02% | 316 |
|
|
2020
Q3 | $188K | Hold |
1,635
| – | – | 0.02% | 281 |
|
|
2020
Q2 | $176K | Hold |
1,635
| – | – | 0.02% | 286 |
|
|
2020
Q1 | $141K | Buy |
+1,635
| New | +$141K | 0.02% | 282 |
|