Faithward 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 | $610K | Sell |
2,791
-63
| -2% | -$13.8K | 0.09% | 140 |
|
|
2025
Q1 | $696K | Buy |
2,854
+74
| +3% | +$18.1K | 0.12% | 129 |
|
|
2024
Q4 | $590K | Buy |
2,780
+508
| +22% | +$108K | 0.1% | 134 |
|
|
2024
Q3 | $507K | Sell |
2,272
-74
| -3% | -$16.5K | 0.09% | 166 |
|
|
2024
Q2 | $494K | Buy |
2,346
+3
| +0.1% | +$632 | 0.09% | 165 |
|
|
2024
Q1 | $483K | Buy |
2,343
+322
| +16% | +$66.3K | 0.09% | 161 |
|
|
2023
Q4 | $389K | Sell |
2,021
-38
| -2% | -$7.31K | 0.09% | 132 |
|
|
2023
Q3 | $412K | Sell |
2,059
-65
| -3% | -$13K | 0.1% | 120 |
|
|
2023
Q2 | $407K | Sell |
2,124
-351
| -14% | -$67.3K | 0.09% | 116 |
|
|
2023
Q1 | $446K | Buy |
2,475
+391
| +19% | +$70.5K | 0.1% | 114 |
|
|
2022
Q4 | $345K | Buy |
2,084
+75
| +4% | +$12.4K | 0.08% | 112 |
|
|
2022
Q3 | $300K | Buy |
2,009
+6
| +0.3% | +$896 | 0.07% | 109 |
|
|
2022
Q2 | $311K | Buy |
2,003
+6
| +0.3% | +$932 | 0.07% | 116 |
|
|
2022
Q1 | $340K | Buy |
1,997
+7
| +0.4% | +$1.19K | 0.07% | 119 |
|
|
2021
Q4 | $346K | Buy |
1,990
+5
| +0.3% | +$869 | 0.07% | 119 |
|
|
2021
Q3 | $301K | Buy |
1,985
+7
| +0.4% | +$1.06K | 0.06% | 144 |
|
|
2021
Q2 | $278K | Buy |
1,978
+6
| +0.3% | +$843 | 0.06% | 143 |
|
|
2021
Q1 | $240K | Buy |
+1,972
| New | +$240K | 0.05% | 144 |
|
|
2020
Q4 | – | Sell |
-1,958
| Closed | -$225K | – | 183 |
|
|
2020
Q3 | $225K | Buy |
1,958
+7
| +0.4% | +$804 | 0.05% | 126 |
|
|
2020
Q2 | $209K | Buy |
+1,951
| New | +$209K | 0.05% | 129 |
|
|
2020
Q1 | – | Sell |
-1,937
| Closed | -$216K | – | 245 |
|
|
2019
Q4 | $216K | Buy |
+1,937
| New | +$216K | 0.05% | 149 |
|