Kestra Advisory Services’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 | $2.6M | Sell |
11,889
-6,651
| -36% | -$1.45M | 0.01% | 939 |
|
|
2025
Q1 | $4.52M | Buy |
18,540
+843
| +5% | +$206K | 0.02% | 614 |
|
|
2024
Q4 | $3.76M | Sell |
17,697
-1,971
| -10% | -$419K | 0.02% | 695 |
|
|
2024
Q3 | $4.39M | Sell |
19,668
-4,514
| -19% | -$1.01M | 0.02% | 633 |
|
|
2024
Q2 | $5.06M | Buy |
24,182
+1,839
| +8% | +$385K | 0.03% | 589 |
|
|
2024
Q1 | $4.6M | Buy |
22,343
+12
| +0.1% | +$2.47K | 0.03% | 556 |
|
|
2023
Q4 | $4.23M | Buy |
22,331
+1,558
| +8% | +$295K | 0.03% | 516 |
|
|
2023
Q3 | $3.95M | Buy |
20,773
+6,994
| +51% | +$1.33M | 0.04% | 457 |
|
|
2023
Q2 | $2.59M | Sell |
13,779
-3,517
| -20% | -$661K | 0.03% | 583 |
|
|
2023
Q1 | $2.88M | Sell |
17,296
-7,525
| -30% | -$1.25M | 0.03% | 525 |
|
|
2022
Q4 | $4.11M | Buy |
24,821
+8,896
| +56% | +$1.47M | 0.04% | 503 |
|
|
2022
Q3 | $2.38M | Sell |
15,925
-5,888
| -27% | -$879K | 0.03% | 605 |
|
|
2022
Q2 | $3.39M | Buy |
21,813
+9,487
| +77% | +$1.47M | 0.03% | 478 |
|
|
2022
Q1 | $2.1M | Buy |
12,326
+251
| +2% | +$42.8K | 0.02% | 657 |
|
|
2021
Q4 | $2.1M | Sell |
12,075
-2,476
| -17% | -$430K | 0.02% | 658 |
|
|
2021
Q3 | $2.2M | Buy |
14,551
+1,869
| +15% | +$283K | 0.02% | 663 |
|
|
2021
Q2 | $1.78M | Buy |
12,682
+75
| +0.6% | +$10.6K | 0.02% | 690 |
|
|
2021
Q1 | $1.54M | Buy |
12,607
+7,416
| +143% | +$904K | 0.02% | 685 |
|
|
2020
Q4 | $597K | Buy |
5,191
+5,127
| +8,011% | +$590K | 0.01% | 1117 |
|
|
2020
Q3 | $474K | Buy |
+64
| New | +$474K | 0.01% | 910 |
|