PFA
Pathway Financial Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
1,200
| – | – | 0.04% | 114 |
|
|
2025
Q1 | $293K | Hold |
1,200
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $255K | Hold |
1,200
| – | – | 0.06% | 138 |
|
|
2024
Q3 | $268K | Hold |
1,200
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $253K | Hold |
1,200
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $247K | Hold |
1,200
| – | – | 0.07% | 140 |
|
|
2023
Q4 | $227K | Hold |
1,200
| – | – | 0.07% | 138 |
|
|
2023
Q3 | $228K | Hold |
1,200
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $226K | Buy |
+1,200
| New | +$226K | 0.07% | 116 |
|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$205K | – | 143 |
|
|
2022
Q1 | $205K | Buy |
+1,200
| New | +$205K | 0.08% | 134 |
|
|
2020
Q2 | – | Sell |
-2,823
| Closed | -$226K | – | 104 |
|
|
2020
Q1 | $226K | Hold |
2,823
| – | – | 0.08% | 83 |
|
|
2019
Q4 | $322K | Buy |
+2,823
| New | +$322K | 0.09% | 78 |
|
|
2018
Q1 | – | Sell |
-40
| Closed | -$3K | – | 452 |
|
|
2017
Q4 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 420 |
|