Kelleher Financial 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 | $389K | Buy |
+1,777
| New | +$389K | 0.13% | 97 |
|
|
2022
Q3 | – | Sell |
-1,834
| Closed | -$284K | – | 136 |
|
|
2022
Q2 | $284K | Buy |
+1,834
| New | +$284K | 0.13% | 105 |
|
|
2018
Q1 | – | Sell |
-2,994
| Closed | -$243K | – | 89 |
|
|
2017
Q4 | $243K | Hold |
2,994
| – | – | 0.38% | 69 |
|
|
2017
Q3 | $250K | Hold |
2,994
| – | – | 0.53% | 61 |
|
|
2017
Q2 | $233K | Hold |
2,994
| – | – | 0.45% | 68 |
|
|
2017
Q1 | $221K | Hold |
2,994
| – | – | 0.47% | 75 |
|
|
2016
Q4 | $202K | Hold |
2,994
| – | – | 0.11% | 129 |
|
|
2016
Q3 | $201K | Hold |
2,994
| – | – | 0.11% | 124 |
|
|
2016
Q2 | $204K | Sell |
2,994
-1,000
| -25% | -$68.1K | 0.12% | 124 |
|
|
2016
Q1 | $242K | Hold |
3,994
| – | – | 0.13% | 134 |
|
|
2015
Q4 | $221K | Hold |
3,994
| – | – | 0.15% | 100 |
|
|
2015
Q3 | $208K | Hold |
3,994
| – | – | 0.14% | 102 |
|
|
2015
Q2 | $226K | Sell |
3,994
-3,000
| -43% | -$170K | 0.13% | 99 |
|
|
2015
Q1 | $392K | Hold |
6,994
| – | – | 0.22% | 78 |
|
|
2014
Q4 | $400K | Hold |
6,994
| – | – | 0.21% | 74 |
|
|
2014
Q3 | $380K | Hold |
6,994
| – | – | 0.21% | 76 |
|
|
2014
Q2 | $362K | Hold |
6,994
| – | – | 0.19% | 78 |
|
|
2014
Q1 | $344K | Hold |
6,994
| – | – | 0.19% | 78 |
|
|
2013
Q4 | $338K | Hold |
6,994
| – | – | 0.17% | 77 |
|
|
2013
Q3 | $305K | Hold |
6,994
| – | – | 0.17% | 73 |
|
|
2013
Q2 | $279K | Buy |
+6,994
| New | +$279K | 0.17% | 77 |
|