Meridian Wealth 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 | $361K | Buy |
1,650
+3
| +0.2% | +$656 | 0.06% | 137 |
|
|
2025
Q1 | $402K | Buy |
1,647
+3
| +0.2% | +$732 | 0.07% | 125 |
|
|
2024
Q4 | $349K | Buy |
1,644
+3
| +0.2% | +$637 | 0.06% | 137 |
|
|
2024
Q3 | $366K | Sell |
1,641
-6
| -0.4% | -$1.34K | 0.06% | 138 |
|
|
2024
Q2 | $347K | Buy |
1,647
+10
| +0.6% | +$2.11K | 0.06% | 136 |
|
|
2024
Q1 | $337K | Buy |
1,637
+2
| +0.1% | +$412 | 0.06% | 143 |
|
|
2023
Q4 | $310K | Buy |
1,635
+1
| +0.1% | +$189 | 0.07% | 143 |
|
|
2023
Q3 | $311K | Buy |
1,634
+1
| +0.1% | +$190 | 0.08% | 139 |
|
|
2023
Q2 | $307K | Buy |
1,633
+3
| +0.2% | +$564 | 0.07% | 141 |
|
|
2023
Q1 | $271K | Sell |
1,630
-52
| -3% | -$8.66K | 0.07% | 157 |
|
|
2022
Q4 | $278K | Sell |
1,682
-346
| -17% | -$57.3K | 0.07% | 156 |
|
|
2022
Q3 | $303K | Sell |
2,028
-21
| -1% | -$3.14K | 0.09% | 147 |
|
|
2022
Q2 | $318K | Buy |
2,049
+4
| +0.2% | +$621 | 0.08% | 148 |
|
|
2022
Q1 | $349K | Buy |
2,045
+4
| +0.2% | +$683 | 0.08% | 152 |
|
|
2021
Q4 | $355K | Buy |
2,041
+3
| +0.1% | +$522 | 0.09% | 148 |
|
|
2021
Q3 | $309K | Buy |
2,038
+4
| +0.2% | +$606 | 0.09% | 154 |
|
|
2021
Q2 | $286K | Buy |
+2,034
| New | +$286K | 0.08% | 158 |
|
|
2020
Q1 | – | Sell |
-1,803
| Closed | -$201K | – | 158 |
|
|
2019
Q4 | $201K | Buy |
+1,803
| New | +$201K | 0.08% | 155 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$18K | – | 296 |
|
|
2018
Q4 | $18K | Buy |
+225
| New | +$18K | 0.01% | 364 |
|