Dynamic Advisor Solutions’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
1,745
-112
| -6% | -$24.5K | 0.01% | 670 |
|
|
2025
Q1 | $453K | Buy |
1,857
+104
| +6% | +$25.4K | 0.01% | 605 |
|
|
2024
Q4 | $372K | Sell |
1,753
-590
| -25% | -$125K | 0.02% | 485 |
|
|
2024
Q3 | $523K | Buy |
2,343
+52
| +2% | +$11.6K | 0.02% | 610 |
|
|
2024
Q2 | $483K | Sell |
2,291
-281
| -11% | -$59.2K | 0.02% | 636 |
|
|
2024
Q1 | $530K | Buy |
2,572
+74
| +3% | +$15.2K | 0.02% | 588 |
|
|
2023
Q4 | $477K | Buy |
2,498
+257
| +11% | +$49.1K | 0.02% | 584 |
|
|
2023
Q3 | $427K | Sell |
2,241
-14
| -0.6% | -$2.66K | 0.02% | 561 |
|
|
2023
Q2 | $424K | Buy |
2,255
+62
| +3% | +$11.7K | 0.02% | 540 |
|
|
2023
Q1 | $365K | Buy |
2,193
+213
| +11% | +$35.5K | 0.02% | 546 |
|
|
2022
Q4 | $328K | Buy |
1,980
+236
| +14% | +$39.1K | 0.02% | 533 |
|
|
2022
Q3 | $260K | Buy |
1,744
+4
| +0.2% | +$596 | 0.02% | 561 |
|
|
2022
Q2 | $270K | Sell |
1,740
-6
| -0.3% | -$931 | 0.02% | 565 |
|
|
2022
Q1 | $298K | Buy |
1,746
+514
| +42% | +$87.7K | 0.02% | 558 |
|
|
2021
Q4 | $214K | Buy |
+1,232
| New | +$214K | 0.02% | 670 |
|