Mount Yale Investment 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 | $5.42M | Buy |
24,805
+1,606
| +7% | +$351K | 0.42% | 40 |
|
|
2025
Q1 | $5.66M | Sell |
23,199
-352
| -1% | -$85.9K | 0.49% | 30 |
|
|
2024
Q4 | $5M | Buy |
23,551
+15,334
| +187% | +$3.26M | 0.4% | 41 |
|
|
2024
Q3 | $1.83M | Buy |
8,217
+3,460
| +73% | +$772K | 0.18% | 126 |
|
|
2024
Q2 | $1M | Buy |
4,757
+3,656
| +332% | +$770K | 0.08% | 203 |
|
|
2024
Q1 | $227K | Sell |
1,101
-517
| -32% | -$106K | 0.02% | 500 |
|
|
2023
Q4 | $307K | Sell |
1,618
-6,171
| -79% | -$1.17M | 0.03% | 406 |
|
|
2023
Q3 | $1.48M | Sell |
7,789
-194
| -2% | -$36.9K | 0.16% | 135 |
|
|
2023
Q2 | $1.5M | Buy |
7,983
+78
| +1% | +$14.7K | 0.16% | 136 |
|
|
2023
Q1 | $1.32M | Sell |
7,905
-2,718
| -26% | -$453K | 0.15% | 144 |
|
|
2022
Q4 | $1.76M | Buy |
10,623
+42
| +0.4% | +$6.95K | 0.2% | 111 |
|
|
2022
Q3 | $1.58M | Sell |
10,581
-685
| -6% | -$102K | 0.21% | 109 |
|
|
2022
Q2 | $1.75M | Buy |
11,266
+759
| +7% | +$118K | 0.22% | 107 |
|
|
2022
Q1 | $1.79M | Buy |
10,507
+2,693
| +34% | +$459K | 0.19% | 119 |
|
|
2021
Q4 | $1.36M | Sell |
7,814
-223
| -3% | -$38.8K | 0.14% | 158 |
|
|
2021
Q3 | $1.22M | Sell |
8,037
-634
| -7% | -$96K | 0.14% | 165 |
|
|
2021
Q2 | $1.22M | Buy |
8,671
+91
| +1% | +$12.8K | 0.15% | 146 |
|
|
2021
Q1 | $1.05M | Buy |
8,580
+2,944
| +52% | +$359K | 0.14% | 156 |
|
|
2020
Q4 | $659K | Sell |
5,636
-901
| -14% | -$105K | 0.09% | 221 |
|
|
2020
Q3 | $750K | Buy |
6,537
+308
| +5% | +$35.3K | 0.11% | 186 |
|
|
2020
Q2 | $669K | Buy |
6,229
+894
| +17% | +$96K | 0.12% | 180 |
|
|
2020
Q1 | $461K | Buy |
5,335
+1,504
| +39% | +$130K | 0.1% | 185 |
|
|
2019
Q4 | $429K | Buy |
3,831
+381
| +11% | +$42.7K | 0.07% | 235 |
|
|
2019
Q3 | $359K | Buy |
3,450
+249
| +8% | +$25.9K | 0.06% | 244 |
|
|
2019
Q2 | $311K | Sell |
3,201
-68
| -2% | -$6.61K | 0.06% | 260 |
|
|
2019
Q1 | $307K | Sell |
3,269
-74
| -2% | -$6.95K | 0.06% | 251 |
|
|
2018
Q4 | $303K | Sell |
3,343
-103
| -3% | -$9.34K | 0.06% | 250 |
|
|
2018
Q3 | $301K | Buy |
3,446
+188
| +6% | +$16.4K | 0.05% | 252 |
|
|
2018
Q2 | $267K | Buy |
+3,258
| New | +$267K | 0.05% | 269 |
|