KA
Kozak & Associates’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.5K | Sell |
423
-26
| -6% | -$5.56K | 0.02% | 114 |
|
|
2025
Q1 | $107K | Buy |
449
+29
| +7% | +$6.88K | 0.03% | 99 |
|
|
2024
Q4 | $88.7K | Sell |
420
-14
| -3% | -$2.96K | 0.02% | 106 |
|
|
2024
Q3 | $98.9K | Buy |
434
+17
| +4% | +$3.88K | 0.02% | 102 |
|
|
2024
Q2 | $88.7K | Hold |
417
| – | – | 0.02% | 101 |
|
|
2024
Q1 | $87.1K | Buy |
417
+57
| +16% | +$11.9K | 0.02% | 102 |
|
|
2023
Q4 | $70.4K | Buy |
360
+1
| +0.3% | +$196 | 0.02% | 119 |
|
|
2023
Q3 | $69.3K | Buy |
359
+2
| +0.6% | +$386 | 0.03% | 117 |
|
|
2023
Q2 | $66.2K | Buy |
357
+1
| +0.3% | +$186 | 0.03% | 123 |
|
|
2023
Q1 | $59.3K | Buy |
356
+1
| +0.3% | +$167 | 0.03% | 137 |
|
|
2022
Q4 | $59K | Buy |
355
+1
| +0.3% | +$166 | 0.03% | 137 |
|
|
2022
Q3 | $54K | Buy |
354
+2
| +0.6% | +$305 | 0.03% | 137 |
|
|
2022
Q2 | $55K | Buy |
352
+1
| +0.3% | +$156 | 0.04% | 141 |
|
|
2022
Q1 | $53K | Hold |
351
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $53K | Buy |
351
+2
| +0.6% | +$302 | 0.03% | 153 |
|
|
2021
Q3 | $58K | Buy |
+349
| New | +$58K | 0.03% | 147 |
|