Guardian Wealth Advisors (North Carolina)’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 | $396K | Sell |
1,813
-45
| -2% | -$9.84K | 0.03% | 226 |
|
|
2025
Q1 | $453K | Buy |
1,858
+88
| +5% | +$21.5K | 0.04% | 196 |
|
|
2024
Q4 | $376K | Buy |
1,770
+25
| +1% | +$5.31K | 0.03% | 223 |
|
|
2024
Q3 | $389K | Buy |
1,745
+588
| +51% | +$131K | 0.04% | 188 |
|
|
2024
Q2 | $244K | Sell |
1,157
-23
| -2% | -$4.85K | 0.03% | 228 |
|
|
2024
Q1 | $243K | Buy |
1,180
+69
| +6% | +$14.2K | 0.03% | 237 |
|
|
2023
Q4 | $211K | Sell |
1,111
-1
| -0.1% | -$189 | 0.03% | 236 |
|
|
2023
Q3 | $212K | Buy |
1,112
+11
| +1% | +$2.09K | 0.04% | 230 |
|
|
2023
Q2 | $207K | Buy |
+1,101
| New | +$207K | 0.04% | 222 |
|
|
2022
Q2 | – | Sell |
-1,191
| Closed | -$203K | – | 373 |
|
|
2022
Q1 | $203K | Buy |
+1,191
| New | +$203K | 0.09% | 161 |
|