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