Financial Advocates Investment Management’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 | $560K | Buy |
2,561
+369
| +17% | +$80.7K | 0.05% | 335 |
|
|
2025
Q1 | $535K | Sell |
2,192
-62
| -3% | -$15.1K | 0.04% | 406 |
|
|
2024
Q4 | $479K | Sell |
2,254
-1,911
| -46% | -$406K | 0.03% | 456 |
|
|
2024
Q3 | $929K | Buy |
4,165
+85
| +2% | +$19K | 0.05% | 321 |
|
|
2024
Q2 | $860K | Buy |
4,080
+600
| +17% | +$126K | 0.05% | 324 |
|
|
2024
Q1 | $717K | Buy |
3,480
+245
| +8% | +$50.5K | 0.04% | 376 |
|
|
2023
Q4 | $613K | Buy |
3,235
+1,122
| +53% | +$213K | 0.04% | 381 |
|
|
2023
Q3 | $402K | Sell |
2,113
-309
| -13% | -$58.8K | 0.03% | 458 |
|
|
2023
Q2 | $456K | Buy |
2,422
+175
| +8% | +$32.9K | 0.03% | 424 |
|
|
2023
Q1 | $374K | Buy |
2,247
+353
| +19% | +$58.8K | 0.03% | 485 |
|
|
2022
Q4 | $313K | Buy |
+1,894
| New | +$313K | 0.02% | 550 |
|
|
2021
Q2 | – | Sell |
-2,513
| Closed | -$306K | – | 785 |
|
|
2021
Q1 | $306K | Sell |
2,513
-7
| -0.3% | -$852 | 0.02% | 584 |
|
|
2020
Q4 | $295K | Buy |
2,520
+17
| +0.7% | +$1.99K | 0.02% | 567 |
|
|
2020
Q3 | $287K | Buy |
2,503
+9
| +0.4% | +$1.03K | 0.02% | 476 |
|
|
2020
Q2 | $268K | Buy |
2,494
+78
| +3% | +$8.38K | 0.03% | 467 |
|
|
2020
Q1 | $209K | Buy |
2,416
+331
| +16% | +$28.6K | 0.03% | 424 |
|
|
2019
Q4 | $232K | Buy |
+2,085
| New | +$232K | 0.02% | 452 |
|