Farther Finance 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 | $940K | Buy |
4,299
+385
| +10% | +$84.2K | 0.02% | 614 |
|
|
2025
Q1 | $955K | Sell |
3,914
-222
| -5% | -$54.2K | 0.02% | 525 |
|
|
2024
Q4 | $878K | Sell |
4,136
-10
| -0.2% | -$2.12K | 0.03% | 401 |
|
|
2024
Q3 | $925K | Sell |
4,146
-179
| -4% | -$39.9K | 0.03% | 374 |
|
|
2024
Q2 | $909K | Buy |
4,325
+1,986
| +85% | +$418K | 0.04% | 324 |
|
|
2024
Q1 | $477K | Buy |
2,339
+871
| +59% | +$178K | 0.03% | 405 |
|
|
2023
Q4 | $278K | Buy |
1,468
+964
| +191% | +$183K | 0.02% | 475 |
|
|
2023
Q3 | $95.9K | Buy |
504
+52
| +12% | +$9.89K | 0.02% | 576 |
|
|
2023
Q2 | $85K | Sell |
452
-1
| -0.2% | -$188 | 0.02% | 513 |
|
|
2023
Q1 | $75.4K | Buy |
453
+147
| +48% | +$24.5K | 0.02% | 489 |
|
|
2022
Q4 | $50.6K | Buy |
+306
| New | +$50.6K | 0.02% | 480 |
|