HBK Sorce Advisory’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 | $2.42M | Sell |
11,056
-686
| -6% | -$150K | 0.07% | 123 |
|
|
2025
Q1 | $2.87M | Sell |
11,742
-357
| -3% | -$87.1K | 0.08% | 109 |
|
|
2024
Q4 | $2.57M | Sell |
12,099
-276
| -2% | -$58.6K | 0.08% | 119 |
|
|
2024
Q3 | $2.76M | Sell |
12,375
-297
| -2% | -$66.3K | 0.08% | 115 |
|
|
2024
Q2 | $2.67M | Sell |
12,672
-102
| -0.8% | -$21.5K | 0.09% | 107 |
|
|
2024
Q1 | $2.63M | Sell |
12,774
-92
| -0.7% | -$19K | 0.09% | 116 |
|
|
2023
Q4 | $2.44M | Sell |
12,866
-1,644
| -11% | -$311K | 0.09% | 123 |
|
|
2023
Q3 | $2.76M | Buy |
14,510
+306
| +2% | +$58.2K | 0.12% | 97 |
|
|
2023
Q2 | $2.67M | Sell |
14,204
-90
| -0.6% | -$16.9K | 0.11% | 107 |
|
|
2023
Q1 | $2.38M | Sell |
14,294
-14,400
| -50% | -$2.4M | 0.11% | 116 |
|
|
2022
Q4 | $4.75M | Buy |
28,694
+11,769
| +70% | +$1.95M | 0.13% | 111 |
|
|
2022
Q3 | $2.53M | Buy |
16,925
+2,567
| +18% | +$383K | 0.17% | 95 |
|
|
2022
Q2 | $2.23M | Sell |
14,358
-1,242
| -8% | -$193K | 0.16% | 96 |
|
|
2022
Q1 | $2.66M | Buy |
15,600
+16
| +0.1% | +$2.73K | 0.15% | 104 |
|
|
2021
Q4 | $2.71M | Buy |
15,584
+313
| +2% | +$54.4K | 0.14% | 110 |
|
|
2021
Q3 | $2.31M | Sell |
15,271
-66
| -0.4% | -$10K | 0.13% | 120 |
|
|
2021
Q2 | $2.16M | Sell |
15,337
-22
| -0.1% | -$3.1K | 0.12% | 127 |
|
|
2021
Q1 | $1.87M | Buy |
15,359
+686
| +5% | +$83.6K | 0.11% | 133 |
|
|
2020
Q4 | $1.72M | Buy |
14,673
+1,915
| +15% | +$224K | 0.11% | 129 |
|
|
2020
Q3 | $1.46M | Sell |
12,758
-867
| -6% | -$99.4K | 0.1% | 132 |
|
|
2020
Q2 | $1.46M | Sell |
13,625
-352
| -3% | -$37.8K | 0.11% | 126 |
|
|
2020
Q1 | $1.21M | Buy |
13,977
+276
| +2% | +$23.9K | 0.12% | 120 |
|
|
2019
Q4 | $1.53M | Buy |
13,701
+805
| +6% | +$89.7K | 0.13% | 124 |
|
|
2019
Q3 | $1.29M | Buy |
12,896
+428
| +3% | +$42.8K | 0.12% | 127 |
|
|
2019
Q2 | $1.24M | Sell |
12,468
-676
| -5% | -$67.4K | 0.12% | 130 |
|
|
2019
Q1 | $1.23M | Buy |
13,144
+1,964
| +18% | +$184K | 0.12% | 130 |
|
|
2018
Q4 | $892K | Buy |
11,180
+62
| +0.6% | +$4.95K | 0.1% | 153 |
|
|
2018
Q3 | $920K | Buy |
11,118
+179
| +2% | +$14.8K | 0.1% | 140 |
|
|
2018
Q2 | $897K | Buy |
10,939
+987
| +10% | +$80.9K | 0.1% | 142 |
|
|
2018
Q1 | $822K | Buy |
9,952
+507
| +5% | +$41.9K | 0.1% | 146 |
|
|
2017
Q4 | $769K | Buy |
+9,445
| New | +$769K | 0.09% | 164 |
|