IFP Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.55M | Buy |
|
|||||
|
2025
Q2 | $1.67M | Sell |
|
|||||
|
2025
Q1 | $1.83M | Buy |
|
|||||
|
2024
Q4 | $1.58M | Buy |
|
|||||
|
2024
Q3 | $661K | Sell |
|
|||||
|
2024
Q2 | $653K | Buy |
|
|||||
|
2024
Q1 | $466K | Hold |
|
|||||
|
2023
Q4 | $428K | Buy |
|
|||||
|
2023
Q3 | $403K | Buy |
|
|||||
|
2023
Q2 | $349K | Sell |
|
|||||
|
2023
Q1 | $482K | Buy |
|
|||||
|
2022
Q4 | $425K | Buy |
|
|||||
|
2022
Q3 | $404K | Buy |
|
|||||
|
2022
Q2 | $357K | Hold |
|
|||||
|
2022
Q1 | $357K | Buy |
|
|||||
|
2021
Q4 | $175K | Sell |
|
|||||
|
2021
Q3 | $162K | Buy |
|
|||||
|
2021
Q2 | $150K | Sell |
|
|||||
|
2021
Q1 | $242K | Sell |
|
|||||
|
2020
Q4 | $237K | Sell |
|
|||||
|
2020
Q3 | $239K | Sell |
|
|||||
|
2020
Q2 | $247K | Buy |
|
|||||
|
2020
Q1 | $149K | Buy |
|
|||||
|
2019
Q4 | $178K | Sell |
|
|||||
|
2019
Q3 | $236K | Buy |
|
|||||
|
2019
Q1 | $15K | Sell |
|
|||||
|
2018
Q4 | $184K | Sell |
|
|||||
|
2018
Q3 | $235K | Sell |
|
|||||
|
2018
Q2 | $419K | Buy |
|
|||||
|
2018
Q1 | $180K | Hold |
|
|||||
|
2017
Q4 | $180K | Sell |
|
|||||
|
2017
Q3 | $281K | Sell |
|
|||||
|
2017
Q2 | $435K | Buy |
|
|||||
|
2017
Q1 | $411K | Buy |
|
|||||
|
2016
Q4 | $327K | Buy |
|
|||||
|
2016
Q3 | $317K | Buy |
|
|||||
|
2016
Q2 | $305K | Buy |
|
|||||
|
2016
Q1 | $15K | Sell |
|
|||||
|
2015
Q4 | $220K | Buy |
|