Fortis Capital 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
Q1 | – | Sell |
-5,563
| Closed | -$1.27M | – | 281 |
|
|
2024
Q4 | $1.27M | Buy |
5,563
+1,756
| +46% | +$400K | 0.43% | 47 |
|
|
2024
Q3 | $849K | Sell |
3,807
-1,296
| -25% | -$289K | 0.28% | 72 |
|
|
2024
Q2 | $1.08M | Buy |
5,103
+939
| +23% | +$198K | 0.39% | 48 |
|
|
2024
Q1 | $858K | Buy |
4,164
+3,079
| +284% | +$634K | 0.36% | 54 |
|
|
2023
Q4 | $206K | Buy |
1,085
+33
| +3% | +$6.25K | 0.11% | 109 |
|
|
2023
Q3 | $200K | Sell |
1,052
-136
| -11% | -$25.9K | 0.13% | 98 |
|
|
2023
Q2 | $223K | Buy |
1,188
+53
| +5% | +$9.97K | 0.13% | 101 |
|
|
2023
Q1 | $189K | Sell |
1,135
-390
| -26% | -$65K | 0.1% | 113 |
|
|
2022
Q4 | $252K | Buy |
+1,525
| New | +$252K | 0.15% | 99 |
|