Laurel Wealth Advisors (North Carolina)’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 | $30K | Buy |
6,560
+6,530
| +21,767% | +$29.9K | ﹤0.01% | 593 |
|
|
2025
Q1 | $7.32K | Hold |
30
| – | – | ﹤0.01% | 505 |
|
|
2024
Q4 | $6.37K | Hold |
30
| – | – | ﹤0.01% | 527 |
|
|
2024
Q3 | $6.69K | Hold |
30
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $6.32K | Hold |
30
| – | – | ﹤0.01% | 460 |
|
|
2024
Q1 | $6.18K | Hold |
30
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $5.69K | Sell |
30
-143
| -83% | -$27.1K | ﹤0.01% | 437 |
|
|
2023
Q3 | $32.8K | Buy |
173
+143
| +477% | +$27.1K | 0.01% | 314 |
|
|
2023
Q2 | $5.64K | Hold |
30
| – | – | ﹤0.01% | 444 |
|
|
2023
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 456 |
|
|
2022
Q4 | $4.97K | Hold |
30
| – | – | ﹤0.01% | 431 |
|
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 447 |
|
|
2022
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 481 |
|
|
2021
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 573 |
|
|
2021
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 500 |
|
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $3K | Sell |
30
-30
| -50% | -$3K | ﹤0.01% | 456 |
|
|
2020
Q1 | $5K | Buy |
60
+30
| +100% | +$2.5K | ﹤0.01% | 413 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 477 |
|
|
2019
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 458 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$3K | – | 522 |
|
|
2019
Q1 | $3K | Sell |
30
-30
| -50% | -$3K | ﹤0.01% | 440 |
|
|
2018
Q4 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 405 |
|