Raymond James Financial Services Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.2M | Sell |
59,287
-3,905
| -6% | -$871K | 0.02% | 741 |
|
|
2024
Q2 | $13.3M | Buy |
63,192
+8,443
| +15% | +$1.78M | 0.02% | 687 |
|
|
2024
Q1 | $11.3M | Sell |
54,749
-2,969
| -5% | -$612K | 0.02% | 752 |
|
|
2023
Q4 | $10.9M | Sell |
57,718
-3,434
| -6% | -$651K | 0.02% | 713 |
|
|
2023
Q3 | $11.6M | Buy |
61,152
+5,164
| +9% | +$983K | 0.02% | 648 |
|
|
2023
Q2 | $10.5M | Sell |
55,988
-1,558
| -3% | -$293K | 0.02% | 696 |
|
|
2023
Q1 | $9.58M | Sell |
57,546
-28,226
| -33% | -$4.7M | 0.02% | 714 |
|
|
2022
Q4 | $14.2M | Buy |
85,772
+1,148
| +1% | +$190K | 0.03% | 528 |
|
|
2022
Q3 | $12.6M | Buy |
84,624
+41,936
| +98% | +$6.26M | 0.03% | 535 |
|
|
2022
Q2 | $6.63M | Sell |
42,688
-3,017
| -7% | -$468K | 0.01% | 798 |
|
|
2022
Q1 | $7.79M | Buy |
45,705
+6,343
| +16% | +$1.08M | 0.01% | 793 |
|
|
2021
Q4 | $6.84M | Buy |
39,362
+280
| +0.7% | +$48.7K | 0.01% | 855 |
|
|
2021
Q3 | $5.92M | Sell |
39,082
-1,478
| -4% | -$224K | 0.01% | 883 |
|
|
2021
Q2 | $5.71M | Buy |
40,560
+2,300
| +6% | +$324K | 0.01% | 905 |
|
|
2021
Q1 | $4.66M | Buy |
38,260
+574
| +2% | +$69.9K | 0.01% | 938 |
|
|
2020
Q4 | $4.41M | Buy |
37,686
+3,702
| +11% | +$433K | 0.01% | 888 |
|
|
2020
Q3 | $3.9M | Sell |
33,984
-1,733
| -5% | -$199K | 0.01% | 863 |
|
|
2020
Q2 | $3.84M | Sell |
35,717
-4,046
| -10% | -$434K | 0.01% | 815 |
|
|
2020
Q1 | $3.44M | Sell |
39,763
-2,847
| -7% | -$246K | 0.02% | 651 |
|
|
2019
Q4 | $4.75M | Buy |
42,610
+1,099
| +3% | +$122K | 0.02% | 747 |
|
|
2019
Q3 | $4.15M | Buy |
41,511
+3,566
| +9% | +$357K | 0.02% | 767 |
|
|
2019
Q2 | $3.79M | Sell |
37,945
-361
| -0.9% | -$36K | 0.01% | 791 |
|
|
2019
Q1 | $3.6M | Sell |
38,306
-2,680
| -7% | -$252K | 0.01% | 787 |
|
|
2018
Q4 | $3.27M | Sell |
40,986
-4,197
| -9% | -$335K | 0.02% | 691 |
|
|
2018
Q3 | $3.74M | Sell |
45,183
-3,411
| -7% | -$282K | 0.02% | 762 |
|
|
2018
Q2 | $3.98M | Sell |
48,594
-235
| -0.5% | -$19.3K | 0.02% | 698 |
|
|
2018
Q1 | $4.03M | Buy |
48,829
+31,801
| +187% | +$2.63M | 0.02% | 636 |
|
|
2017
Q4 | $1.39M | Buy |
17,028
+85
| +0.5% | +$6.92K | 0.01% | 1097 |
|
|
2017
Q3 | $1.42M | Sell |
16,943
-616
| -4% | -$51.6K | 0.01% | 1089 |
|
|
2017
Q2 | $1.37M | Buy |
17,559
+3,507
| +25% | +$273K | 0.01% | 1071 |
|
|
2017
Q1 | $1.04M | Sell |
14,052
-2,130
| -13% | -$157K | 0.01% | 1161 |
|
|
2016
Q4 | $1.09M | Buy |
16,182
+592
| +4% | +$40K | 0.01% | 1068 |
|
|
2016
Q3 | $1.05M | Sell |
15,590
-16,283
| -51% | -$1.09M | 0.01% | 1064 |
|
|
2016
Q2 | $2.18M | Sell |
31,873
-2,454
| -7% | -$168K | 0.02% | 693 |
|
|
2016
Q1 | $2.09M | Sell |
34,327
-2,312
| -6% | -$141K | 0.02% | 606 |
|
|
2015
Q4 | $2.03M | Buy |
36,639
+19,072
| +109% | +$1.06M | 0.02% | 637 |
|
|
2015
Q3 | $917K | Buy |
+17,567
| New | +$917K | 0.02% | 800 |
|
|
2013
Q3 | – | Sell |
-23,917
| Closed | -$955K | – | 759 |
|
|
2013
Q2 | $955K | Buy |
+23,917
| New | +$955K | 0.03% | 626 |
|