FPAS
Focus Partners Advisor Solutions’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
6,050
-1,896
| -24% | -$414K | 0.02% | 370 |
|
|
2025
Q1 | $1.94M | Buy |
7,946
+989
| +14% | +$241K | 0.03% | 263 |
|
|
2024
Q4 | $1.48M | Buy |
6,957
+1,142
| +20% | +$243K | 0.02% | 269 |
|
|
2024
Q3 | $1.3M | Buy |
5,815
+104
| +2% | +$23.2K | 0.03% | 252 |
|
|
2024
Q2 | $1.2M | Buy |
5,711
+4,272
| +297% | +$900K | 0.03% | 222 |
|
|
2024
Q1 | $297K | Buy |
+1,439
| New | +$297K | 0.01% | 471 |
|
|
2022
Q4 | – | Sell |
-11,202
| Closed | -$1.67M | – | 390 |
|
|
2022
Q3 | $1.67M | Buy |
11,202
+211
| +2% | +$31.5K | 0.1% | 104 |
|
|
2022
Q2 | $1.71M | Buy |
10,991
+132
| +1% | +$20.5K | 0.14% | 78 |
|
|
2022
Q1 | $1.85M | Buy |
+10,859
| New | +$1.85M | 0.18% | 69 |
|