Prospera Financial Services’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 | $1.79M | Buy |
8,166
+5,266
| +182% | +$1.15M | 0.03% | 492 |
|
|
2025
Q1 | $708K | Buy |
2,900
+337
| +13% | +$82.3K | 0.02% | 664 |
|
|
2024
Q4 | $545K | Buy |
2,563
+38
| +2% | +$8.08K | 0.01% | 718 |
|
|
2024
Q3 | $563K | Buy |
2,525
+241
| +11% | +$53.8K | 0.01% | 683 |
|
|
2024
Q2 | $482K | Buy |
2,284
+844
| +59% | +$178K | 0.01% | 724 |
|
|
2024
Q1 | $297K | Buy |
1,440
+59
| +4% | +$12.2K | 0.01% | 907 |
|
|
2023
Q4 | $262K | Sell |
1,381
-295
| -18% | -$55.9K | 0.01% | 902 |
|
|
2023
Q3 | $320K | Buy |
1,676
+279
| +20% | +$53.3K | 0.01% | 777 |
|
|
2023
Q2 | $264K | Sell |
1,397
-74
| -5% | -$14K | 0.01% | 856 |
|
|
2023
Q1 | $246K | Buy |
1,471
+23
| +2% | +$3.84K | 0.01% | 846 |
|
|
2022
Q4 | $240K | Buy |
+1,448
| New | +$240K | 0.01% | 784 |
|
|
2022
Q3 | – | Sell |
-1,225
| Closed | -$191K | – | 1304 |
|
|
2022
Q2 | $191K | Sell |
1,225
-159
| -11% | -$24.8K | 0.01% | 749 |
|
|
2022
Q1 | $236K | Buy |
+1,384
| New | +$236K | 0.01% | 831 |
|
|
2020
Q4 | – | Sell |
-668
| Closed | -$77K | – | 1215 |
|
|
2020
Q3 | $77K | Buy |
+668
| New | +$77K | 0.03% | 487 |
|
|
2019
Q3 | – | Sell |
-3,215
| Closed | -$328K | – | 554 |
|
|
2019
Q2 | $328K | Sell |
3,215
-2,323
| -42% | -$237K | 0.04% | 383 |
|
|
2019
Q1 | $518K | Buy |
5,538
+1,635
| +42% | +$153K | 0.17% | 163 |
|
|
2018
Q4 | $312K | Buy |
3,903
+248
| +7% | +$19.8K | 0.06% | 271 |
|
|
2018
Q3 | $305K | Sell |
3,655
-1,519
| -29% | -$127K | 0.06% | 306 |
|
|
2018
Q2 | $431K | Sell |
5,174
-45
| -0.9% | -$3.75K | 0.06% | 260 |
|
|
2018
Q1 | $428K | Sell |
5,219
-345
| -6% | -$28.3K | 0.06% | 269 |
|
|
2017
Q4 | $458K | Hold |
5,564
| – | – | 0.07% | 233 |
|
|
2017
Q3 | $463K | Buy |
5,564
+326
| +6% | +$27.1K | 0.07% | 253 |
|
|
2017
Q2 | $407K | Buy |
+5,238
| New | +$407K | 0.07% | 251 |
|