First Horizon 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 | $197K | Buy |
903
+188
| +26% | +$41.1K | 0.01% | 527 |
|
|
2025
Q1 | $175K | Buy |
715
+119
| +20% | +$29.1K | ﹤0.01% | 541 |
|
|
2024
Q4 | $127K | Buy |
596
+74
| +14% | +$15.7K | ﹤0.01% | 631 |
|
|
2024
Q3 | $117K | Sell |
522
-45
| -8% | -$10K | ﹤0.01% | 675 |
|
|
2024
Q2 | $120K | Buy |
567
+71
| +14% | +$15K | ﹤0.01% | 639 |
|
|
2024
Q1 | $102K | Sell |
496
-19
| -4% | -$3.91K | ﹤0.01% | 686 |
|
|
2023
Q4 | $97.6K | Buy |
515
+62
| +14% | +$11.7K | ﹤0.01% | 673 |
|
|
2023
Q3 | $86.2K | Sell |
453
-9
| -2% | -$1.71K | ﹤0.01% | 668 |
|
|
2023
Q2 | $86.9K | Buy |
462
+16
| +4% | +$3.01K | ﹤0.01% | 700 |
|
|
2023
Q1 | $74.3K | Sell |
446
-136
| -23% | -$22.7K | ﹤0.01% | 732 |
|
|
2022
Q4 | $96.3K | Buy |
582
+82
| +16% | +$13.6K | ﹤0.01% | 625 |
|
|
2022
Q3 | $74K | Buy |
500
+104
| +26% | +$15.4K | ﹤0.01% | 704 |
|
|
2022
Q2 | $60K | Sell |
396
-104
| -21% | -$15.8K | ﹤0.01% | 867 |
|
|
2022
Q1 | $86K | Buy |
500
+87
| +21% | +$15K | ﹤0.01% | 519 |
|
|
2021
Q4 | $71K | Sell |
413
-51
| -11% | -$8.77K | ﹤0.01% | 796 |
|
|
2021
Q3 | $69K | Buy |
464
+388
| +511% | +$57.7K | ﹤0.01% | 789 |
|
|
2021
Q2 | $10K | Sell |
76
-140
| -65% | -$18.4K | ﹤0.01% | 1349 |
|
|
2021
Q1 | $26K | Sell |
216
-35
| -14% | -$4.21K | ﹤0.01% | 985 |
|
|
2020
Q4 | $29K | Sell |
251
-89
| -26% | -$10.3K | ﹤0.01% | 779 |
|
|
2020
Q3 | $38K | Buy |
340
+96
| +39% | +$10.7K | ﹤0.01% | 624 |
|
|
2020
Q2 | $26K | Buy |
244
+38
| +18% | +$4.05K | ﹤0.01% | 709 |
|
|
2020
Q1 | $17K | Buy |
206
+66
| +47% | +$5.45K | ﹤0.01% | 797 |
|
|
2019
Q4 | $16K | Hold |
140
| – | – | ﹤0.01% | 945 |
|
|
2019
Q3 | $14K | Hold |
140
| – | – | ﹤0.01% | 978 |
|
|
2019
Q2 | $14K | Sell |
140
-74
| -35% | -$7.4K | ﹤0.01% | 984 |
|
|
2019
Q1 | $20K | Buy |
214
+23
| +12% | +$2.15K | ﹤0.01% | 838 |
|
|
2018
Q4 | $15K | Sell |
191
-228
| -54% | -$17.9K | ﹤0.01% | 905 |
|
|
2018
Q3 | $35K | Buy |
419
+266
| +174% | +$22.2K | ﹤0.01% | 678 |
|
|
2018
Q2 | $12K | Buy |
153
+115
| +303% | +$9.02K | ﹤0.01% | 1055 |
|
|
2018
Q1 | $3K | Buy |
38
+7
| +23% | +$553 | ﹤0.01% | 1299 |
|
|
2017
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1355 |
|
|
2017
Q1 | – | Sell |
-94
| Closed | -$6K | – | 1551 |
|
|
2016
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 1108 |
|
|
2016
Q3 | $6K | Buy |
94
+66
| +236% | +$4.21K | ﹤0.01% | 1099 |
|
|
2016
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1295 |
|
|
2014
Q1 | – | Sell |
-8
| Closed | – | – | 1456 |
|
|
2013
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1377 |
|
|
2013
Q3 | – | Sell |
-107
| Closed | -$4K | – | 1169 |
|
|
2013
Q2 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 725 |
|