Florida Financial 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 | $684K | Sell |
3,129
-18
| -0.6% | -$3.94K | 0.23% | 105 |
|
|
2025
Q1 | $768K | Buy |
3,147
+378
| +14% | +$92.2K | 0.3% | 73 |
|
|
2024
Q4 | $588K | Buy |
2,769
+316
| +13% | +$67.1K | 0.26% | 76 |
|
|
2024
Q3 | $547K | Sell |
2,453
-232
| -9% | -$51.8K | 0.28% | 69 |
|
|
2024
Q2 | $566K | Sell |
2,685
-73
| -3% | -$15.4K | 0.34% | 60 |
|
|
2024
Q1 | $568K | Sell |
2,758
-54
| -2% | -$11.1K | 0.42% | 47 |
|
|
2023
Q4 | $533K | Buy |
+2,812
| New | +$533K | 0.49% | 35 |
|