Foundations Investment Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Sell |
4,194
-20
| -0.5% | -$4.37K | 0.01% | 454 |
|
|
2025
Q1 | $1.03M | Buy |
4,214
+1,150
| +38% | +$281K | 0.02% | 400 |
|
|
2024
Q4 | $651K | Sell |
3,064
-92
| -3% | -$19.5K | 0.01% | 483 |
|
|
2024
Q3 | $704K | Buy |
3,156
+296
| +10% | +$66K | 0.01% | 434 |
|
|
2024
Q2 | $603K | Buy |
2,860
+62
| +2% | +$13.1K | 0.01% | 452 |
|
|
2024
Q1 | $576K | Buy |
2,798
+7
| +0.3% | +$1.44K | 0.02% | 438 |
|
|
2023
Q4 | $541K | Buy |
2,791
+211
| +8% | +$40.9K | 0.01% | 421 |
|
|
2023
Q3 | $491K | Buy |
2,580
+86
| +3% | +$16.4K | 0.02% | 387 |
|
|
2023
Q2 | $469K | Buy |
2,494
+16
| +0.6% | +$3.01K | 0.02% | 375 |
|
|
2023
Q1 | $413K | Buy |
2,478
+24
| +1% | +$4K | 0.01% | 346 |
|
|
2022
Q4 | $406K | Buy |
2,454
+299
| +14% | +$49.5K | 0.02% | 307 |
|
|
2022
Q3 | $322K | Buy |
+2,155
| New | +$322K | 0.01% | 313 |
|