J.W. Cole 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 | $517K | Buy |
2,365
+638
| +37% | +$139K | 0.01% | 906 |
|
|
2025
Q1 | $421K | Buy |
1,727
+232
| +16% | +$56.6K | 0.01% | 818 |
|
|
2024
Q4 | $317K | Buy |
1,495
+415
| +38% | +$88.1K | 0.01% | 766 |
|
|
2024
Q3 | $241K | Sell |
1,080
-7
| -0.6% | -$1.56K | 0.01% | 841 |
|
|
2024
Q2 | $229K | Sell |
1,087
-62
| -5% | -$13.1K | 0.01% | 796 |
|
|
2024
Q1 | $237K | Buy |
+1,149
| New | +$237K | 0.01% | 778 |
|
|
2022
Q2 | – | Sell |
-1,215
| Closed | -$207K | – | 776 |
|
|
2022
Q1 | $207K | Sell |
1,215
-106
| -8% | -$18.1K | 0.01% | 740 |
|
|
2021
Q4 | $230K | Buy |
+1,321
| New | +$230K | 0.02% | 746 |
|