GA
Geller Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $502K | Sell |
2,363
-84
| -3% | -$17.8K | 0.03% | 133 |
|
|
2024
Q3 | $546K | Buy |
2,447
+31
| +1% | +$6.92K | 0.04% | 131 |
|
|
2024
Q2 | $509K | Buy |
2,416
+149
| +7% | +$31.4K | 0.04% | 137 |
|
|
2024
Q1 | $467K | Buy |
2,267
+42
| +2% | +$8.65K | 0.04% | 158 |
|
|
2023
Q4 | $422K | Sell |
2,225
-83
| -4% | -$15.7K | 0.04% | 157 |
|
|
2023
Q3 | $439K | Sell |
2,308
-104
| -4% | -$19.8K | 0.05% | 135 |
|
|
2023
Q2 | $454K | Sell |
2,412
-312
| -11% | -$58.7K | 0.06% | 130 |
|
|
2023
Q1 | $454K | Sell |
2,724
-139
| -5% | -$23.2K | 0.07% | 76 |
|
|
2022
Q4 | $474K | Buy |
2,863
+30
| +1% | +$4.96K | 0.08% | 59 |
|
|
2022
Q3 | $423K | Buy |
2,833
+466
| +20% | +$69.6K | 0.09% | 58 |
|
|
2022
Q2 | $367K | Sell |
2,367
-2
| -0.1% | -$310 | 0.08% | 72 |
|
|
2022
Q1 | $404K | Buy |
2,369
+201
| +9% | +$34.3K | 0.08% | 75 |
|
|
2021
Q4 | $377K | Buy |
2,168
+2
| +0.1% | +$348 | 0.07% | 90 |
|
|
2021
Q3 | $328K | Buy |
2,166
+37
| +2% | +$5.6K | 0.07% | 97 |
|
|
2021
Q2 | $300K | Buy |
2,129
+2
| +0.1% | +$282 | 0.07% | 92 |
|
|
2021
Q1 | $259K | Buy |
2,127
+350
| +20% | +$42.6K | 0.06% | 93 |
|
|
2020
Q4 | $248K | Hold |
1,777
| – | – | 0.06% | 95 |
|
|
2020
Q3 | $204K | Sell |
1,777
-163
| -8% | -$18.7K | 0.06% | 80 |
|
|
2020
Q2 | $208K | Buy |
+1,940
| New | +$208K | 0.06% | 77 |
|
|
2020
Q1 | – | Sell |
-2,187
| Closed | -$244K | – | 76 |
|
|
2019
Q4 | $244K | Buy |
+2,187
| New | +$244K | 0.08% | 45 |
|