HAG
HighPoint Advisor Group’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
10,105
-334
| -3% | -$73K | 0.12% | 139 |
|
|
2025
Q1 | $2.32M | Sell |
10,439
-190
| -2% | -$42.2K | 0.13% | 126 |
|
|
2024
Q4 | $2.42M | Buy |
10,629
+150
| +1% | +$34.2K | 0.13% | 129 |
|
|
2024
Q3 | $2.3M | Sell |
10,479
-325
| -3% | -$71.2K | 0.13% | 126 |
|
|
2024
Q2 | $2.4M | Sell |
10,804
-320
| -3% | -$71.2K | 0.14% | 120 |
|
|
2024
Q1 | $2.29M | Sell |
11,124
-606
| -5% | -$125K | 0.16% | 110 |
|
|
2023
Q4 | $2.38M | Buy |
+11,730
| New | +$2.38M | 0.17% | 106 |
|
|
2022
Q2 | $2.17M | Buy |
+13,786
| New | +$2.17M | 0.24% | 82 |
|
|
2021
Q3 | $1.88M | Sell |
12,411
-265
| -2% | -$40.1K | 0.18% | 108 |
|
|
2021
Q2 | $1.78M | Buy |
12,676
+677
| +6% | +$95.2K | 0.18% | 108 |
|
|
2021
Q1 | $1.51M | Buy |
11,999
+118
| +1% | +$14.9K | 0.18% | 112 |
|
|
2020
Q4 | $1.35M | Buy |
11,881
+11
| +0.1% | +$1.25K | 0.16% | 118 |
|
|
2020
Q3 | $1.29M | Buy |
11,870
+94
| +0.8% | +$10.2K | 0.23% | 89 |
|
|
2020
Q2 | $1.27M | Buy |
11,776
+200
| +2% | +$21.5K | 0.27% | 77 |
|
|
2020
Q1 | $1.08M | Buy |
11,576
+348
| +3% | +$32.5K | 0.26% | 79 |
|
|
2019
Q4 | $1.28M | Buy |
11,228
+126
| +1% | +$14.4K | 0.26% | 76 |
|
|
2019
Q3 | $1.15M | Buy |
11,102
+416
| +4% | +$43K | 0.25% | 78 |
|
|
2019
Q2 | $1.08M | Buy |
10,686
+165
| +2% | +$16.7K | 0.25% | 81 |
|
|
2019
Q1 | $981K | Buy |
10,521
+281
| +3% | +$26.2K | 0.24% | 87 |
|
|
2018
Q4 | $937K | Sell |
10,240
-156
| -2% | -$14.3K | 0.25% | 96 |
|
|
2018
Q3 | $835K | Buy |
10,396
+164
| +2% | +$13.2K | 0.23% | 113 |
|
|
2018
Q2 | $856K | Buy |
10,232
+251
| +3% | +$21K | 0.23% | 116 |
|
|
2018
Q1 | $827K | Buy |
9,981
+372
| +4% | +$30.8K | 0.23% | 118 |
|
|
2017
Q4 | $788K | Sell |
9,609
-219
| -2% | -$18K | 0.23% | 116 |
|
|
2017
Q3 | $822K | Buy |
9,828
+62
| +0.6% | +$5.19K | 0.25% | 108 |
|
|
2017
Q2 | $764K | Hold |
9,766
| – | – | 0.25% | 101 |
|
|
2017
Q1 | $764K | Sell |
9,766
-265
| -3% | -$20.7K | 0.25% | 101 |
|
|
2016
Q4 | $749K | Buy |
10,031
+97
| +1% | +$7.24K | 0.24% | 108 |
|
|
2016
Q3 | $686K | Sell |
9,934
-7,489
| -43% | -$517K | 0.24% | 103 |
|
|
2016
Q2 | $1.17M | Buy |
17,423
+7,800
| +81% | +$522K | 0.41% | 65 |
|
|
2016
Q1 | $598K | Buy |
9,623
+486
| +5% | +$30.2K | 0.37% | 80 |
|
|
2015
Q4 | $477K | Buy |
9,137
+2,255
| +33% | +$118K | 0.31% | 99 |
|
|
2015
Q3 | $359K | Buy |
+6,882
| New | +$359K | 0.4% | 98 |
|