SAG
SageView Advisory Group’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,190
-56
| -4% | -$11.6K | 0.01% | 547 |
|
|
2025
Q1 | $304K | Buy |
1,246
+16
| +1% | +$3.91K | 0.01% | 468 |
|
|
2024
Q4 | $261K | Sell |
1,230
-46
| -4% | -$9.78K | 0.01% | 497 |
|
|
2024
Q3 | $285K | Sell |
1,276
-3,356
| -72% | -$749K | 0.01% | 410 |
|
|
2024
Q2 | $976K | Buy |
+4,632
| New | +$976K | 0.05% | 226 |
|
|
2024
Q1 | – | Sell |
-5,025
| Closed | -$970K | – | 688 |
|
|
2023
Q4 | $970K | Buy |
5,025
+3,778
| +303% | +$729K | 0.04% | 258 |
|
|
2023
Q3 | $237K | Buy |
1,247
+100
| +9% | +$19K | 0.01% | 479 |
|
|
2023
Q2 | $216K | Buy |
+1,147
| New | +$216K | 0.01% | 516 |
|