Legacy 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 | $444K | Sell |
2,032
-311
| -13% | -$68K | 0.07% | 215 |
|
|
2025
Q1 | $572K | Buy |
2,343
+26
| +1% | +$6.35K | 0.1% | 173 |
|
|
2024
Q4 | $492K | Buy |
2,317
+3
| +0.1% | +$637 | 0.08% | 196 |
|
|
2024
Q3 | $516K | Buy |
2,314
+92
| +4% | +$20.5K | 0.09% | 191 |
|
|
2024
Q2 | $468K | Buy |
2,222
+49
| +2% | +$10.3K | 0.08% | 184 |
|
|
2024
Q1 | $448K | Buy |
2,173
+198
| +10% | +$40.8K | 0.08% | 189 |
|
|
2023
Q4 | $374K | Buy |
1,975
+48
| +2% | +$9.1K | 0.07% | 196 |
|
|
2023
Q3 | $367K | Buy |
1,927
+127
| +7% | +$24.2K | 0.07% | 180 |
|
|
2023
Q2 | $339K | Buy |
1,800
+155
| +9% | +$29.2K | 0.06% | 187 |
|
|
2023
Q1 | $274K | Sell |
1,645
-34
| -2% | -$5.66K | 0.06% | 199 |
|
|
2022
Q4 | $278K | Buy |
1,679
+216
| +15% | +$35.7K | 0.06% | 189 |
|
|
2022
Q3 | $218K | Buy |
1,463
+118
| +9% | +$17.6K | 0.05% | 202 |
|
|
2022
Q2 | $209K | Buy |
+1,345
| New | +$209K | 0.05% | 204 |
|
|
2019
Q2 | – | Sell |
-389
| Closed | -$37K | – | 603 |
|
|
2019
Q1 | $37K | Buy |
389
+110
| +39% | +$10.5K | 0.01% | 328 |
|
|
2018
Q4 | $22K | Buy |
279
+150
| +116% | +$11.8K | 0.01% | 393 |
|
|
2018
Q3 | $10K | Buy |
129
+68
| +111% | +$5.27K | ﹤0.01% | 521 |
|
|
2018
Q2 | $5K | Buy |
61
+18
| +42% | +$1.48K | ﹤0.01% | 700 |
|
|
2018
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 717 |
|
|
2017
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 703 |
|