EWA
EverSource Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
5,883
+148
| +3% | +$32.4K | 0.06% | 226 |
|
|
2025
Q1 | $1.4M | Buy |
5,735
+693
| +14% | +$169K | 0.08% | 193 |
|
|
2024
Q4 | $1.07M | Buy |
5,042
+335
| +7% | +$71.2K | 0.06% | 236 |
|
|
2024
Q3 | $1.05M | Buy |
4,707
+50
| +1% | +$11.2K | 0.07% | 213 |
|
|
2024
Q2 | $1.04M | Buy |
4,657
+133
| +3% | +$29.6K | 0.07% | 209 |
|
|
2024
Q1 | $902K | Buy |
4,524
+312
| +7% | +$62.2K | 0.07% | 195 |
|
|
2023
Q4 | $798K | Buy |
4,212
+114
| +3% | +$21.6K | 0.07% | 188 |
|
|
2023
Q3 | $780K | Sell |
4,098
-77
| -2% | -$14.7K | 0.08% | 175 |
|
|
2023
Q2 | $785K | Sell |
4,175
-345
| -8% | -$64.9K | 0.09% | 184 |
|
|
2023
Q1 | $753K | Sell |
4,520
-134
| -3% | -$22.3K | 0.09% | 166 |
|
|
2022
Q4 | $770K | Sell |
4,654
-1,601
| -26% | -$265K | 0.12% | 144 |
|
|
2022
Q3 | $934K | Sell |
6,255
-907
| -13% | -$135K | 0.21% | 85 |
|
|
2022
Q2 | $1.11M | Buy |
7,162
+1,380
| +24% | +$214K | 0.29% | 67 |
|
|
2022
Q1 | $986K | Buy |
5,782
+2,847
| +97% | +$485K | 0.25% | 72 |
|
|
2021
Q4 | $511K | Buy |
+2,935
| New | +$511K | 0.14% | 113 |
|