Glen Eagle 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
Q2 | $62.1K | Hold |
284
| – | – | 0.01% | 385 |
|
|
2025
Q1 | $69.3K | Hold |
284
| – | – | 0.01% | 360 |
|
|
2024
Q4 | $60.3K | Hold |
284
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $63.4K | Hold |
284
| – | – | 0.01% | 384 |
|
|
2024
Q2 | $59.8K | Buy |
284
+31
| +12% | +$6.53K | 0.01% | 376 |
|
|
2024
Q1 | $52.1K | Sell |
253
-172
| -40% | -$35.4K | 0.01% | 399 |
|
|
2023
Q4 | $80.5K | Hold |
425
| – | – | 0.02% | 325 |
|
|
2023
Q3 | $80.9K | Sell |
425
-137
| -24% | -$26.1K | 0.02% | 317 |
|
|
2023
Q2 | $106K | Sell |
562
-18
| -3% | -$3.39K | 0.02% | 278 |
|
|
2023
Q1 | $96.7K | Hold |
580
| – | – | 0.02% | 292 |
|
|
2022
Q4 | $96K | Buy |
580
+136
| +31% | +$22.5K | 0.03% | 282 |
|
|
2022
Q3 | $66.3K | Buy |
444
+19
| +4% | +$2.84K | 0.02% | 318 |
|
|
2022
Q2 | $66K | Hold |
425
| – | – | 0.02% | 326 |
|
|
2022
Q1 | $72.4K | Hold |
425
| – | – | 0.02% | 325 |
|
|
2021
Q4 | $73.9K | Hold |
425
| – | – | 0.02% | 319 |
|
|
2021
Q3 | $64.4K | Hold |
425
| – | – | 0.02% | 335 |
|
|
2021
Q2 | $59.8K | Hold |
425
| – | – | 0.02% | 347 |
|
|
2021
Q1 | $51.8K | Hold |
425
| – | – | 0.02% | 341 |
|
|
2020
Q4 | $49.7K | Hold |
425
| – | – | 0.02% | 331 |
|
|
2020
Q3 | $48.7K | Hold |
425
| – | – | 0.02% | 310 |
|
|
2020
Q2 | $45.6K | Hold |
425
| – | – | 0.02% | 302 |
|
|
2020
Q1 | $36.7K | Hold |
425
| – | – | 0.03% | 300 |
|
|
2019
Q4 | $47.3K | Buy |
425
+25
| +6% | +$2.79K | 0.03% | 316 |
|
|
2019
Q3 | $40K | Hold |
400
| – | – | 0.03% | 310 |
|
|
2019
Q2 | $39.9K | Sell |
400
-700
| -64% | -$69.8K | 0.03% | 301 |
|
|
2019
Q1 | $103K | Hold |
1,100
| – | – | 0.08% | 190 |
|
|
2018
Q4 | $87.7K | Hold |
1,100
| – | – | 0.07% | 193 |
|
|
2018
Q3 | $91K | Sell |
1,100
-500
| -31% | -$41.4K | 0.07% | 210 |
|
|
2018
Q2 | $131K | Hold |
1,600
| – | – | 0.1% | 171 |
|
|
2018
Q1 | $132K | Sell |
1,600
-13,244
| -89% | -$1.09M | 0.11% | 171 |
|
|
2017
Q4 | $1.21M | Buy |
14,844
+14,650
| +7,552% | +$1.19M | 1.05% | 18 |
|
|
2017
Q3 | $16.3K | Hold |
194
| – | – | 0.02% | 366 |
|
|
2017
Q2 | $15.1K | Buy |
+194
| New | +$15.1K | 0.01% | 339 |
|