RZH
Relyea Zuckerberg Hanson’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
7,403
+50
| +0.7% | +$10.9K | 0.19% | 77 |
|
|
2025
Q1 | $1.79M | Sell |
7,353
-1
| -0% | -$244 | 0.24% | 66 |
|
|
2024
Q4 | $1.56M | Sell |
7,354
-36
| -0.5% | -$7.65K | 0.21% | 72 |
|
|
2024
Q3 | $1.65M | Sell |
7,390
-354
| -5% | -$79K | 0.25% | 60 |
|
|
2024
Q2 | $1.63M | Buy |
7,744
+139
| +2% | +$29.3K | 0.27% | 53 |
|
|
2024
Q1 | $1.57M | Sell |
7,605
-389
| -5% | -$80.1K | 0.27% | 53 |
|
|
2023
Q4 | $1.51M | Buy |
7,994
+19
| +0.2% | +$3.6K | 0.3% | 50 |
|
|
2023
Q3 | $1.52M | Sell |
7,975
-464
| -5% | -$88.3K | 0.35% | 44 |
|
|
2023
Q2 | $1.59M | Sell |
8,439
-254
| -3% | -$47.8K | 0.36% | 41 |
|
|
2023
Q1 | $1.45M | Buy |
8,693
+129
| +2% | +$21.5K | 0.35% | 46 |
|
|
2022
Q4 | $1.42M | Buy |
8,564
+353
| +4% | +$58.4K | 0.4% | 38 |
|
|
2022
Q3 | $1.23M | Buy |
8,211
+45
| +0.6% | +$6.72K | 0.44% | 35 |
|
|
2022
Q2 | $1.27M | Sell |
8,166
-225
| -3% | -$34.9K | 0.47% | 37 |
|
|
2022
Q1 | $1.43M | Sell |
8,391
-354
| -4% | -$60.2K | 0.47% | 35 |
|
|
2021
Q4 | $1.37M | Sell |
8,745
-3,612
| -29% | -$567K | 0.5% | 38 |
|
|
2021
Q3 | $1.87M | Sell |
12,357
-3,354
| -21% | -$508K | 0.73% | 24 |
|
|
2021
Q2 | $2.21M | Sell |
15,711
-1,437
| -8% | -$202K | 0.91% | 23 |
|
|
2021
Q1 | $2.27M | Sell |
17,148
-2,953
| -15% | -$390K | 1% | 20 |
|
|
2020
Q4 | $2.35M | Hold |
20,101
| – | – | 1.26% | 17 |
|
|
2020
Q3 | $2.3M | Hold |
20,101
| – | – | 1.48% | 15 |
|
|
2020
Q2 | $2.16M | Buy |
20,101
+1
| +0% | +$107 | 1.72% | 16 |
|
|
2020
Q1 | $1.74M | Sell |
20,100
-10,801
| -35% | -$934K | 1.9% | 13 |
|
|
2019
Q4 | $3.44M | Buy |
+30,901
| New | +$3.44M | 3.31% | 6 |
|