Procyon 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 | $472K | Sell |
2,159
-428
| -17% | -$93.6K | 0.04% | 288 |
|
|
2025
Q1 | $631K | Buy |
2,587
+65
| +3% | +$15.9K | 0.04% | 329 |
|
|
2024
Q4 | $536K | Buy |
2,522
+120
| +5% | +$25.5K | 0.03% | 316 |
|
|
2024
Q3 | $536K | Sell |
2,402
-145
| -6% | -$32.4K | 0.04% | 322 |
|
|
2024
Q2 | $537K | Sell |
2,547
-891
| -26% | -$188K | 0.04% | 301 |
|
|
2024
Q1 | $708K | Sell |
3,438
-588
| -15% | -$121K | 0.05% | 267 |
|
|
2023
Q4 | $763K | Buy |
4,026
+101
| +3% | +$19.1K | 0.06% | 244 |
|
|
2023
Q3 | $747K | Sell |
3,925
-51
| -1% | -$9.7K | 0.08% | 236 |
|
|
2023
Q2 | $748K | Sell |
3,976
-11
| -0.3% | -$2.07K | 0.09% | 203 |
|
|
2023
Q1 | $664K | Buy |
3,987
+271
| +7% | +$45.1K | 0.11% | 179 |
|
|
2022
Q4 | $615K | Buy |
3,716
+553
| +17% | +$91.5K | 0.11% | 178 |
|
|
2022
Q3 | $472K | Buy |
3,163
+131
| +4% | +$19.5K | 0.12% | 173 |
|
|
2022
Q2 | $471K | Buy |
3,032
+378
| +14% | +$58.7K | 0.1% | 186 |
|
|
2022
Q1 | $452K | Buy |
2,654
+445
| +20% | +$75.8K | 0.09% | 196 |
|
|
2021
Q4 | $384K | Buy |
2,209
+244
| +12% | +$42.4K | 0.08% | 215 |
|
|
2021
Q3 | $298K | Buy |
1,965
+75
| +4% | +$11.4K | 0.08% | 232 |
|
|
2021
Q2 | $266K | Sell |
1,890
-6
| -0.3% | -$844 | 0.07% | 242 |
|
|
2021
Q1 | $231K | Sell |
1,896
-122
| -6% | -$14.9K | 0.1% | 213 |
|
|
2020
Q4 | $236K | Sell |
2,018
-96
| -5% | -$11.2K | 0.12% | 199 |
|
|
2020
Q3 | $242K | Sell |
2,114
-88
| -4% | -$10.1K | 0.13% | 168 |
|
|
2020
Q2 | $236K | Buy |
2,202
+73
| +3% | +$7.82K | 0.13% | 157 |
|
|
2020
Q1 | $184K | Sell |
2,129
-76
| -3% | -$6.57K | 0.12% | 163 |
|
|
2019
Q4 | $246K | Buy |
+2,205
| New | +$246K | 0.15% | 138 |
|