River Wealth 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 | $2.75M | Sell |
12,591
-304
| -2% | -$66.5K | 0.34% | 67 |
|
|
2025
Q1 | $3.15M | Sell |
12,895
-617
| -5% | -$151K | 0.44% | 55 |
|
|
2024
Q4 | $2.87M | Sell |
13,512
-373
| -3% | -$79.2K | 0.38% | 61 |
|
|
2024
Q3 | $3.1M | Sell |
13,885
-209
| -1% | -$46.6K | 0.41% | 67 |
|
|
2024
Q2 | $2.97M | Sell |
14,094
-600
| -4% | -$126K | 0.43% | 63 |
|
|
2024
Q1 | $3.03M | Sell |
14,694
-443
| -3% | -$91.3K | 0.44% | 61 |
|
|
2023
Q4 | $2.87M | Sell |
15,137
-543
| -3% | -$103K | 0.46% | 59 |
|
|
2023
Q3 | $2.98M | Sell |
15,680
-259
| -2% | -$49.3K | 0.53% | 53 |
|
|
2023
Q2 | $3M | Sell |
15,939
-180
| -1% | -$33.9K | 0.51% | 56 |
|
|
2023
Q1 | $2.68M | Sell |
16,119
-605
| -4% | -$101K | 0.49% | 63 |
|
|
2022
Q4 | $2.77M | Sell |
16,724
-187
| -1% | -$30.9K | 0.53% | 57 |
|
|
2022
Q3 | $2.53M | Sell |
16,911
-726
| -4% | -$108K | 0.54% | 56 |
|
|
2022
Q2 | $2.74M | Sell |
17,637
-558
| -3% | -$86.6K | 0.5% | 63 |
|
|
2022
Q1 | $3.1M | Buy |
18,195
+1,876
| +11% | +$320K | 0.5% | 62 |
|
|
2021
Q4 | $2.84M | Buy |
16,319
+809
| +5% | +$141K | 0.44% | 66 |
|
|
2021
Q3 | $2.35M | Buy |
15,510
+983
| +7% | +$149K | 0.4% | 67 |
|
|
2021
Q2 | $2.04M | Buy |
14,527
+725
| +5% | +$102K | 0.36% | 74 |
|
|
2021
Q1 | $1.68M | Buy |
13,802
+2,675
| +24% | +$326K | 0.32% | 82 |
|
|
2020
Q4 | $1.3M | Buy |
11,127
+3,628
| +48% | +$425K | 0.28% | 87 |
|
|
2020
Q3 | $860K | Buy |
7,499
+2,834
| +61% | +$325K | 0.22% | 100 |
|
|
2020
Q2 | $501K | Buy |
+4,665
| New | +$501K | 0.15% | 119 |
|
|
2019
Q1 | – | Sell |
-642
| Closed | -$51K | – | 363 |
|
|
2018
Q4 | $51K | Sell |
642
-60
| -9% | -$4.77K | 0.02% | 240 |
|
|
2018
Q3 | $58K | Buy |
702
+27
| +4% | +$2.23K | 0.02% | 267 |
|
|
2018
Q2 | $55K | Buy |
+675
| New | +$55K | 0.02% | 265 |
|