IFP 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 | $1.67M | Sell |
6,903
-576
| -8% | -$139K | 0.05% | 400 |
|
|
2025
Q1 | $1.83M | Buy |
7,479
+47
| +0.6% | +$11.5K | 0.06% | 373 |
|
|
2024
Q4 | $1.58M | Buy |
7,432
+4,468
| +151% | +$949K | 0.05% | 400 |
|
|
2024
Q3 | $661K | Sell |
2,964
-136
| -4% | -$30.3K | 0.02% | 591 |
|
|
2024
Q2 | $653K | Buy |
3,100
+840
| +37% | +$177K | 0.03% | 569 |
|
|
2024
Q1 | $466K | Hold |
2,260
| – | – | 0.02% | 636 |
|
|
2023
Q4 | $428K | Buy |
2,260
+144
| +7% | +$27.3K | 0.02% | 633 |
|
|
2023
Q3 | $403K | Buy |
2,116
+262
| +14% | +$49.9K | 0.02% | 673 |
|
|
2023
Q2 | $349K | Sell |
1,854
-4,142
| -69% | -$780K | 0.01% | 786 |
|
|
2023
Q1 | $482K | Buy |
5,996
+792
| +15% | +$63.7K | 0.02% | 618 |
|
|
2022
Q4 | $425K | Buy |
5,204
+296
| +6% | +$24.2K | 0.01% | 961 |
|
|
2022
Q3 | $404K | Buy |
4,908
+592
| +14% | +$48.7K | 0.01% | 1027 |
|
|
2022
Q2 | $357K | Hold |
4,316
| – | – | 0.01% | 991 |
|
|
2022
Q1 | $357K | Buy |
4,316
+3,322
| +334% | +$275K | 0.01% | 991 |
|
|
2021
Q4 | $175K | Sell |
994
-76
| -7% | -$13.4K | ﹤0.01% | 1002 |
|
|
2021
Q3 | $162K | Buy |
1,070
+17
| +2% | +$2.57K | ﹤0.01% | 1033 |
|
|
2021
Q2 | $150K | Sell |
1,053
-944
| -47% | -$134K | ﹤0.01% | 1046 |
|
|
2021
Q1 | $242K | Sell |
1,997
-29
| -1% | -$3.51K | ﹤0.01% | 755 |
|
|
2020
Q4 | $237K | Sell |
2,026
-43
| -2% | -$5.03K | 0.01% | 736 |
|
|
2020
Q3 | $239K | Sell |
2,069
-256
| -11% | -$29.6K | 0.01% | 642 |
|
|
2020
Q2 | $247K | Buy |
2,325
+585
| +34% | +$62.1K | 0.02% | 589 |
|
|
2020
Q1 | $149K | Buy |
1,740
+133
| +8% | +$11.4K | 0.02% | 676 |
|
|
2019
Q4 | $178K | Sell |
1,607
-812
| -34% | -$89.9K | 0.01% | 707 |
|
|
2019
Q3 | $236K | Buy |
+2,419
| New | +$236K | 0.02% | 715 |
|
|
2019
Q1 | $15K | Sell |
164
-2,170
| -93% | -$198K | ﹤0.01% | 1448 |
|
|
2018
Q4 | $184K | Sell |
2,334
-505
| -18% | -$39.8K | 0.01% | 897 |
|
|
2018
Q3 | $235K | Sell |
2,839
-2,276
| -44% | -$188K | 0.01% | 985 |
|
|
2018
Q2 | $419K | Buy |
5,115
+2,901
| +131% | +$238K | 0.02% | 739 |
|
|
2018
Q1 | $180K | Hold |
2,214
| – | – | 0.01% | 1038 |
|
|
2017
Q4 | $180K | Sell |
2,214
-1,137
| -34% | -$92.4K | 0.01% | 1037 |
|
|
2017
Q3 | $281K | Sell |
3,351
-2,227
| -40% | -$187K | 0.01% | 948 |
|
|
2017
Q2 | $435K | Buy |
5,578
+18
| +0.3% | +$1.4K | 0.02% | 734 |
|
|
2017
Q1 | $411K | Buy |
5,560
+720
| +15% | +$53.2K | 0.02% | 765 |
|
|
2016
Q4 | $327K | Buy |
4,840
+126
| +3% | +$8.51K | 0.02% | 813 |
|
|
2016
Q3 | $317K | Buy |
4,714
+257
| +6% | +$17.3K | 0.02% | 785 |
|
|
2016
Q2 | $305K | Buy |
4,457
+4,293
| +2,618% | +$294K | 0.02% | 778 |
|
|
2016
Q1 | $15K | Sell |
164
-3,810
| -96% | -$348K | ﹤0.01% | 1448 |
|
|
2015
Q4 | $220K | Buy |
+3,974
| New | +$220K | 0.01% | 790 |
|