Powell 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 | $516K | Hold |
2,359
| – | – | 0.19% | 73 |
|
|
2025
Q1 | $576K | Hold |
2,359
| – | – | 0.28% | 54 |
|
|
2024
Q4 | $501K | Hold |
2,359
| – | – | 0.23% | 66 |
|
|
2024
Q3 | $526K | Hold |
2,359
| – | – | 0.25% | 61 |
|
|
2024
Q2 | $497K | Hold |
2,359
| – | – | 0.26% | 61 |
|
|
2024
Q1 | $486K | Hold |
2,359
| – | – | 0.26% | 65 |
|
|
2023
Q4 | $447K | Hold |
2,359
| – | – | 0.25% | 64 |
|
|
2023
Q3 | $449K | Hold |
2,359
| – | – | 0.27% | 61 |
|
|
2023
Q2 | $444K | Hold |
2,359
| – | – | 0.26% | 66 |
|
|
2023
Q1 | $393K | Hold |
2,359
| – | – | 0.22% | 73 |
|
|
2022
Q4 | $390K | Hold |
2,359
| – | – | 0.23% | 73 |
|
|
2022
Q3 | $352K | Hold |
2,359
| – | – | 0.23% | 75 |
|
|
2022
Q2 | $366K | Hold |
2,359
| – | – | 0.22% | 67 |
|
|
2022
Q1 | $402K | Buy |
2,359
+9
| +0.4% | +$1.53K | 0.23% | 61 |
|
|
2021
Q4 | $408K | Hold |
2,350
| – | – | 0.23% | 58 |
|
|
2021
Q3 | $356K | Hold |
2,350
| – | – | 0.22% | 63 |
|
|
2021
Q2 | $331K | Hold |
2,350
| – | – | 0.2% | 68 |
|
|
2021
Q1 | $286K | Hold |
2,350
| – | – | 0.19% | 76 |
|
|
2020
Q4 | $275K | Hold |
2,350
| – | – | 0.21% | 68 |
|
|
2020
Q3 | $270K | Hold |
2,350
| – | – | 0.23% | 67 |
|
|
2020
Q2 | $252K | Hold |
2,350
| – | – | 0.24% | 71 |
|
|
2020
Q1 | $203K | Hold |
2,350
| – | – | 0.25% | 87 |
|
|
2019
Q4 | $262K | Buy |
+2,350
| New | +$262K | 0.27% | 79 |
|