Great Valley Advisor Group’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 | $273K | Sell |
1,251
-3
| -0.2% | -$656 | 0.01% | 768 |
|
|
2025
Q1 | $306K | Sell |
1,254
-51
| -4% | -$12.5K | 0.01% | 720 |
|
|
2024
Q4 | $277K | Buy |
+1,305
| New | +$277K | 0.01% | 711 |
|
|
2023
Q2 | – | Sell |
-1,662
| Closed | -$277K | – | 726 |
|
|
2023
Q1 | $277K | Buy |
+1,662
| New | +$277K | 0.01% | 564 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$204K | – | 703 |
|
|
2022
Q1 | $204K | Sell |
1,175
-264
| -18% | -$45.8K | 0.01% | 567 |
|
|
2021
Q4 | $222K | Sell |
1,439
-79
| -5% | -$12.2K | 0.01% | 555 |
|
|
2021
Q3 | $230K | Buy |
+1,518
| New | +$230K | 0.02% | 524 |
|