PFG 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 | $3.14M | Buy |
14,377
+2,778
| +24% | +$607K | 0.15% | 147 |
|
|
2025
Q1 | $2.83M | Buy |
11,599
+4,004
| +53% | +$977K | 0.16% | 167 |
|
|
2024
Q4 | $1.61M | Sell |
7,595
-361
| -5% | -$76.7K | 0.1% | 223 |
|
|
2024
Q3 | $1.77M | Sell |
7,956
-1,312
| -14% | -$293K | 0.11% | 206 |
|
|
2024
Q2 | $1.95M | Buy |
9,268
+544
| +6% | +$115K | 0.13% | 184 |
|
|
2024
Q1 | $1.8M | Buy |
8,724
+876
| +11% | +$180K | 0.13% | 188 |
|
|
2023
Q4 | $1.49M | Buy |
7,848
+38
| +0.5% | +$7.2K | 0.12% | 201 |
|
|
2023
Q3 | $1.49M | Sell |
7,810
-1,085
| -12% | -$206K | 0.13% | 181 |
|
|
2023
Q2 | $1.67M | Buy |
8,895
+888
| +11% | +$167K | 0.13% | 192 |
|
|
2023
Q1 | $1.33M | Buy |
8,007
+275
| +4% | +$45.8K | 0.11% | 222 |
|
|
2022
Q4 | $1.28M | Buy |
7,732
+50
| +0.7% | +$8.27K | 0.13% | 211 |
|
|
2022
Q3 | $1.15M | Buy |
7,682
+75
| +1% | +$11.2K | 0.13% | 203 |
|
|
2022
Q2 | $1.18M | Buy |
7,607
+115
| +2% | +$17.9K | 0.13% | 154 |
|
|
2022
Q1 | $1.28M | Buy |
7,492
+260
| +4% | +$44.3K | 0.13% | 167 |
|
|
2021
Q4 | $1.26M | Buy |
7,232
+435
| +6% | +$75.6K | 0.12% | 205 |
|
|
2021
Q3 | $1.03M | Buy |
6,797
+145
| +2% | +$22K | 0.11% | 231 |
|
|
2021
Q2 | $936K | Buy |
6,652
+245
| +4% | +$34.5K | 0.11% | 240 |
|
|
2021
Q1 | $780K | Buy |
6,407
+330
| +5% | +$40.2K | 0.1% | 247 |
|
|
2020
Q4 | $711K | Buy |
6,077
+25
| +0.4% | +$2.93K | 0.12% | 209 |
|
|
2020
Q3 | $694K | Buy |
6,052
+230
| +4% | +$26.4K | 0.13% | 195 |
|
|
2020
Q2 | $637K | Buy |
5,822
+465
| +9% | +$50.9K | 0.14% | 172 |
|
|
2020
Q1 | $513K | Buy |
5,357
+140
| +3% | +$13.4K | 0.14% | 176 |
|
|
2019
Q4 | $580K | Buy |
+5,217
| New | +$580K | 0.14% | 171 |
|