JFS Wealth 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 | $35K | Sell |
160
-2
| -1% | -$437 | ﹤0.01% | 539 |
|
|
2025
Q1 | $39.5K | Buy |
162
+2
| +1% | +$488 | ﹤0.01% | 520 |
|
|
2024
Q4 | $34K | Sell |
160
-51
| -24% | -$10.8K | ﹤0.01% | 530 |
|
|
2024
Q3 | $47.1K | Buy |
211
+4
| +2% | +$892 | ﹤0.01% | 479 |
|
|
2024
Q2 | $43.6K | Sell |
207
-19
| -8% | -$4K | ﹤0.01% | 443 |
|
|
2024
Q1 | $46.6K | Sell |
226
-44
| -16% | -$9.06K | ﹤0.01% | 437 |
|
|
2023
Q4 | $51.2K | Buy |
270
+123
| +84% | +$23.3K | ﹤0.01% | 400 |
|
|
2023
Q3 | $28K | Hold |
147
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $27.6K | Buy |
147
+6
| +4% | +$1.13K | ﹤0.01% | 469 |
|
|
2023
Q1 | $23.5K | Sell |
141
-11
| -7% | -$1.83K | ﹤0.01% | 492 |
|
|
2022
Q4 | $25.2K | Buy |
152
+5
| +3% | +$827 | ﹤0.01% | 483 |
|
|
2022
Q3 | $22K | Buy |
147
+36
| +32% | +$5.39K | ﹤0.01% | 555 |
|
|
2022
Q2 | $17K | Sell |
111
-9
| -8% | -$1.38K | ﹤0.01% | 622 |
|
|
2022
Q1 | $20K | Buy |
120
+61
| +103% | +$10.2K | ﹤0.01% | 609 |
|
|
2021
Q4 | $10K | Buy |
59
+35
| +146% | +$5.93K | ﹤0.01% | 687 |
|
|
2021
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 735 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$7K | – | 611 |
|
|
2020
Q4 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 443 |
|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$104K | – | 560 |
|
|
2020
Q1 | $104K | Hold |
1,200
| – | – | 0.03% | 165 |
|
|
2019
Q4 | $134K | Hold |
1,200
| – | – | 0.03% | 163 |
|
|
2019
Q3 | $120K | Hold |
1,200
| – | – | 0.03% | 172 |
|
|
2019
Q2 | $120K | Hold |
1,200
| – | – | 0.03% | 170 |
|
|
2019
Q1 | $113K | Hold |
1,200
| – | – | 0.03% | 168 |
|
|
2018
Q4 | $96K | Hold |
1,200
| – | – | 0.03% | 178 |
|
|
2018
Q3 | $99K | Hold |
1,200
| – | – | 0.03% | 198 |
|
|
2018
Q2 | $98K | Sell |
1,200
-1,059
| -47% | -$86.5K | 0.03% | 193 |
|
|
2018
Q1 | $187K | Hold |
2,259
| – | – | 0.05% | 143 |
|
|
2017
Q4 | $184K | Hold |
2,259
| – | – | 0.05% | 145 |
|
|
2017
Q3 | $189K | Buy |
+2,259
| New | +$189K | 0.05% | 131 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$1K | – | 579 |
|
|
2016
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 586 |
|
|
2015
Q3 | – | Sell |
-28
| Closed | -$2K | – | 532 |
|
|
2015
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 467 |
|
|
2015
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 462 |
|
|
2014
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 482 |
|
|
2014
Q3 | $1K | Sell |
28
-5
| -15% | -$179 | ﹤0.01% | 459 |
|
|
2014
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 433 |
|