Exencial Wealth 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 | $5.04M | Sell |
23,070
-4,688
| -17% | -$1.02M | 0.18% | 135 |
|
|
2025
Q1 | $6.77M | Sell |
27,758
-421
| -1% | -$103K | 0.25% | 117 |
|
|
2024
Q4 | $5.99M | Sell |
28,179
-1,211
| -4% | -$257K | 0.22% | 125 |
|
|
2024
Q3 | $6.56M | Sell |
29,390
-1,404
| -5% | -$313K | 0.24% | 114 |
|
|
2024
Q2 | $6.49M | Sell |
30,794
-3,183
| -9% | -$671K | 0.24% | 114 |
|
|
2024
Q1 | $7M | Sell |
33,977
-1,716
| -5% | -$353K | 0.26% | 110 |
|
|
2023
Q4 | $6.76M | Sell |
35,693
-328
| -0.9% | -$62.1K | 0.28% | 107 |
|
|
2023
Q3 | $6.85M | Sell |
36,021
-2,533
| -7% | -$482K | 0.33% | 93 |
|
|
2023
Q2 | $7.25M | Buy |
38,554
+339
| +0.9% | +$63.8K | 0.33% | 91 |
|
|
2023
Q1 | $6.36M | Buy |
38,215
+1,249
| +3% | +$208K | 0.33% | 88 |
|
|
2022
Q4 | $6.12M | Buy |
36,966
+5,321
| +17% | +$881K | 0.33% | 90 |
|
|
2022
Q3 | $4.72M | Buy |
31,645
+802
| +3% | +$120K | 0.29% | 102 |
|
|
2022
Q2 | $4.79M | Sell |
30,843
-166
| -0.5% | -$25.8K | 0.27% | 114 |
|
|
2022
Q1 | $5.29M | Buy |
31,009
+880
| +3% | +$150K | 0.27% | 117 |
|
|
2021
Q4 | $5.24M | Buy |
30,129
+1,319
| +5% | +$229K | 0.25% | 127 |
|
|
2021
Q3 | $4.36M | Buy |
28,810
+2,231
| +8% | +$338K | 0.19% | 114 |
|
|
2021
Q2 | $3.74M | Sell |
26,579
-6,015
| -18% | -$846K | 0.2% | 139 |
|
|
2021
Q1 | $3.97M | Buy |
32,594
+9,893
| +44% | +$1.2M | 0.24% | 132 |
|
|
2020
Q4 | $2.66M | Sell |
22,701
-27,467
| -55% | -$3.21M | 0.18% | 135 |
|
|
2020
Q3 | $5.75M | Buy |
50,168
+27,672
| +123% | +$3.17M | 0.31% | 103 |
|
|
2020
Q2 | $2.42M | Buy |
+22,496
| New | +$2.42M | 0.21% | 128 |
|