Glassman Wealth Services’s Marsh & McLennan MMC Stock Holding History

Glassman Wealth Services’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,503	Closed	-$474K	–	1169
2023 Q4	$474K	Sell	2,503 -536	-18%	-$102K	0.07%	90
2023 Q3	$578K	Buy	3,039 +523	+21%	+$99.5K	0.09%	71
2023 Q2	$473K	Buy	2,516 +8	+0.3%	+$1.51K	0.08%	78
2023 Q1	$418K	Sell	2,508 -11	-0.4%	-$1.83K	0.07%	87
2022 Q4	$417K	Buy	2,519 +62	+3%	+$10.3K	0.08%	97
2022 Q3	$367K	Buy	2,457 +137	+6%	+$20.5K	0.08%	89
2022 Q2	$360K	Buy	2,320 +114	+5%	+$17.7K	0.07%	97
2022 Q1	$376K	Buy	2,206 +60	+3%	+$10.2K	0.07%	100
2021 Q4	$373K	Sell	2,146 -583	-21%	-$101K	0.07%	97
2021 Q3	$413K	Buy	2,729 +28	+1%	+$4.24K	0.09%	87
2021 Q2	$380K	Sell	2,701 -2,491	-48%	-$350K	0.08%	90
2021 Q1	$632K	Sell	5,192 -28	-0.5%	-$3.41K	0.14%	68
2020 Q4	$611K	Buy	5,220 +19	+0.4%	+$2.22K	0.14%	62
2020 Q3	$597K	Buy	5,201 +160	+3%	+$18.4K	0.16%	61
2020 Q2	$541K	Buy	5,041 +2,604	+107%	+$279K	0.17%	60
2020 Q1	$211K	Buy	2,437 +51	+2%	+$4.42K	0.08%	96
2019 Q4	$266K	Buy	2,386 +5	+0.2%	+$557	0.1%	97
2019 Q3	$238K	Buy	2,381 +4	+0.2%	+$400	0.1%	98
2019 Q2	$237K	Buy	2,377 +11	+0.5%	+$1.1K	0.1%	100
2019 Q1	$222K	Buy	2,366 +19	+0.8%	+$1.78K	0.1%	102
2018 Q4	$187K	Hold	2,347	–	–	0.1%	103
2018 Q3	$194K	Hold	2,347	–	–	0.09%	109
2018 Q2	$192K	Hold	2,347	–	–	0.1%	92
2018 Q1	$194K	Sell	2,347 -14	-0.6%	-$1.16K	0.12%	80
2017 Q4	$192K	Buy	2,361 +23	+1%	+$1.87K	0.12%	78
2017 Q3	$196K	Hold	2,338	–	–	0.13%	75
2017 Q2	$182K	Hold	2,338	–	–	0.12%	83
2017 Q1	$173K	Sell	2,338 -620	-21%	-$45.9K	0.12%	85
2016 Q4	$200K	Buy	2,958 +17	+0.6%	+$1.15K	0.14%	82
2016 Q3	$198K	Hold	2,941	–	–	0.17%	62
2016 Q2	$201K	Hold	2,941	–	–	0.17%	55
2016 Q1	$179K	Hold	2,941	–	–	0.16%	68
2015 Q4	$163K	Hold	2,941	–	–	0.15%	86
2015 Q3	$154K	Hold	2,941	–	–	0.14%	87
2015 Q2	$167K	Sell	2,941 -3,000	-50%	-$170K	0.13%	81
2015 Q1	$333K	Hold	5,941	–	–	0.27%	34
2014 Q4	$340K	Buy	+5,941	New	+$340K	0.25%	38