Independent Advisor Alliance’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 | $1.07M | Buy |
4,909
+28
| +0.6% | +$6.12K | 0.03% | 402 |
|
|
2025
Q1 | $1.19M | Buy |
4,881
+246
| +5% | +$60K | 0.04% | 344 |
|
|
2024
Q4 | $985K | Buy |
4,635
+2,523
| +119% | +$536K | 0.01% | 733 |
|
|
2024
Q3 | $471K | Sell |
2,112
-5
| -0.2% | -$1.12K | 0.02% | 470 |
|
|
2024
Q2 | $446K | Buy |
2,117
+376
| +22% | +$79.2K | 0.02% | 488 |
|
|
2024
Q1 | $359K | Buy |
1,741
+59
| +4% | +$12.2K | 0.01% | 528 |
|
|
2023
Q4 | $319K | Sell |
1,682
-111
| -6% | -$21K | 0.01% | 538 |
|
|
2023
Q3 | $341K | Buy |
1,793
+1
| +0.1% | +$190 | 0.02% | 488 |
|
|
2023
Q2 | $337K | Buy |
1,792
+172
| +11% | +$32.3K | 0.01% | 508 |
|
|
2023
Q1 | $270K | Buy |
+1,620
| New | +$270K | 0.01% | 535 |
|
|
2022
Q4 | – | Sell |
-1,676
| Closed | -$250K | – | 542 |
|
|
2022
Q3 | $250K | Buy |
1,676
+8
| +0.5% | +$1.19K | 0.01% | 529 |
|
|
2022
Q2 | $259K | Sell |
1,668
-110
| -6% | -$17.1K | 0.01% | 519 |
|
|
2022
Q1 | $303K | Sell |
1,778
-13
| -0.7% | -$2.22K | 0.01% | 504 |
|
|
2021
Q4 | $311K | Buy |
1,791
+3
| +0.2% | +$521 | 0.02% | 510 |
|
|
2021
Q3 | $271K | Buy |
1,788
+169
| +10% | +$25.6K | 0.02% | 511 |
|
|
2021
Q2 | $228K | Buy |
+1,619
| New | +$228K | 0.01% | 559 |
|
|
2018
Q4 | – | Sell |
-2,592
| Closed | -$214K | – | 432 |
|
|
2018
Q3 | $214K | Sell |
2,592
-132
| -5% | -$10.9K | 0.04% | 319 |
|
|
2018
Q2 | $221K | Buy |
2,724
+27
| +1% | +$2.19K | 0.05% | 291 |
|
|
2018
Q1 | $218K | Buy |
2,697
+9
| +0.3% | +$727 | 0.05% | 302 |
|
|
2017
Q4 | $220K | Buy |
2,688
+5
| +0.2% | +$409 | 0.05% | 283 |
|
|
2017
Q3 | $224K | Buy |
+2,683
| New | +$224K | 0.06% | 241 |
|