Heritage Wealth 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 | $73.7K | Hold |
337
| – | – | ﹤0.01% | 268 |
|
|
2025
Q1 | $82.2K | Sell |
337
-57
| -14% | -$13.9K | ﹤0.01% | 260 |
|
|
2024
Q4 | $83.7K | Buy |
394
+6
| +2% | +$1.27K | ﹤0.01% | 268 |
|
|
2024
Q3 | $86.5K | Buy |
388
+47
| +14% | +$10.5K | ﹤0.01% | 279 |
|
|
2024
Q2 | $71.8K | Hold |
341
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $70.2K | Hold |
341
| – | – | ﹤0.01% | 296 |
|
|
2023
Q4 | $64.6K | Sell |
341
-12,611
| -97% | -$2.39M | ﹤0.01% | 314 |
|
|
2023
Q3 | $2.46M | Hold |
12,952
| – | – | 0.13% | 49 |
|
|
2023
Q2 | $2.44M | Sell |
12,952
-158
| -1% | -$29.7K | 0.13% | 51 |
|
|
2023
Q1 | $2.18M | Sell |
13,110
-141
| -1% | -$23.5K | 0.12% | 51 |
|
|
2022
Q4 | $2.19M | Buy |
13,251
+337
| +3% | +$55.8K | 0.13% | 53 |
|
|
2022
Q3 | $1.93M | Hold |
12,914
| – | – | 0.14% | 49 |
|
|
2022
Q2 | $2.01M | Hold |
12,914
| – | – | 0.14% | 49 |
|
|
2022
Q1 | $2.2M | Hold |
12,914
| – | – | 0.12% | 54 |
|
|
2021
Q4 | $2.25M | Hold |
12,914
| – | – | 0.12% | 59 |
|
|
2021
Q3 | $1.96M | Sell |
12,914
-1,794
| -12% | -$272K | 0.12% | 59 |
|
|
2021
Q2 | $2.07M | Sell |
14,708
-1,530
| -9% | -$215K | 0.13% | 60 |
|
|
2021
Q1 | $1.98M | Hold |
16,238
| – | – | 0.12% | 56 |
|
|
2020
Q4 | $1.9M | Buy |
16,238
+2,397
| +17% | +$280K | 0.12% | 61 |
|
|
2020
Q3 | $1.59M | Hold |
13,841
| – | – | 0.2% | 46 |
|
|
2020
Q2 | $1.49M | Hold |
13,841
| – | – | 0.21% | 47 |
|
|
2020
Q1 | $1.2M | Sell |
13,841
-12
| -0.1% | -$1.04K | 0.21% | 50 |
|
|
2019
Q4 | $1.54M | Buy |
13,853
+13
| +0.1% | +$1.45K | 0.2% | 47 |
|
|
2019
Q3 | $1.38M | Sell |
13,840
-1
| -0% | -$100 | 0.2% | 51 |
|
|
2019
Q2 | $1.38M | Buy |
13,841
+12,611
| +1,025% | +$1.26M | 0.21% | 45 |
|
|
2019
Q1 | $115K | Buy |
1,230
+1
| +0.1% | +$94 | 0.02% | 167 |
|
|
2018
Q4 | $98K | Hold |
1,229
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $101K | Buy |
+1,229
| New | +$101K | 0.02% | 157 |
|