ML
McAdam LLC’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
8,424
+4,476
| +113% | +$979K | 0.1% | 104 |
|
|
2025
Q1 | $963K | Buy |
3,948
+47
| +1% | +$11.5K | 0.06% | 132 |
|
|
2024
Q4 | $829K | Buy |
3,901
+127
| +3% | +$27K | 0.05% | 148 |
|
|
2024
Q3 | $842K | Buy |
3,774
+91
| +2% | +$20.3K | 0.05% | 148 |
|
|
2024
Q2 | $776K | Sell |
3,683
-45
| -1% | -$9.48K | 0.05% | 140 |
|
|
2024
Q1 | $768K | Sell |
3,728
-16
| -0.4% | -$3.3K | 0.05% | 131 |
|
|
2023
Q4 | $709K | Buy |
3,744
+113
| +3% | +$21.4K | 0.05% | 132 |
|
|
2023
Q3 | $691K | Sell |
3,631
-523
| -13% | -$99.5K | 0.06% | 132 |
|
|
2023
Q2 | $781K | Buy |
4,154
+17
| +0.4% | +$3.2K | 0.06% | 124 |
|
|
2023
Q1 | $689K | Buy |
4,137
+225
| +6% | +$37.5K | 0.06% | 129 |
|
|
2022
Q4 | $680K | Sell |
3,912
-27
| -0.7% | -$4.69K | 0.07% | 90 |
|
|
2022
Q3 | $588K | Buy |
3,939
+23
| +0.6% | +$3.43K | 0.06% | 121 |
|
|
2022
Q2 | $608K | Buy |
3,916
+591
| +18% | +$91.8K | 0.06% | 123 |
|
|
2022
Q1 | $567K | Sell |
3,325
-587
| -15% | -$100K | 0.05% | 103 |
|
|
2021
Q4 | $680K | Hold |
3,912
| – | – | 0.07% | 90 |
|
|
2021
Q3 | $592K | Buy |
+3,912
| New | +$592K | 0.07% | 89 |
|