OA
Operose Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96K | Hold |
41
| – | – | ﹤0.01% | 342 |
|
|
2025
Q1 | $10K | Sell |
41
-17
| -29% | -$4.15K | ﹤0.01% | 318 |
|
|
2024
Q4 | $12.3K | Sell |
58
-223
| -79% | -$47.4K | ﹤0.01% | 294 |
|
|
2024
Q3 | $62.7K | Buy |
281
+41
| +17% | +$9.15K | 0.02% | 243 |
|
|
2024
Q2 | $50.6K | Hold |
240
| – | – | 0.02% | 236 |
|
|
2024
Q1 | $49.4K | Hold |
240
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $45.5K | Sell |
240
-155
| -39% | -$29.4K | 0.02% | 231 |
|
|
2023
Q3 | $75.2K | Buy |
+395
| New | +$75.2K | 0.03% | 245 |
|