Schechter Investment Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $876K | Sell |
3,589
-376
| -9% | -$91.8K | 0.07% | 252 |
|
|
2024
Q4 | $842K | Sell |
3,965
-548
| -12% | -$116K | 0.06% | 274 |
|
|
2024
Q3 | $1.01M | Buy |
4,513
+75
| +2% | +$16.7K | 0.07% | 252 |
|
|
2024
Q2 | $935K | Buy |
4,438
+186
| +4% | +$39.2K | 0.07% | 251 |
|
|
2024
Q1 | $876K | Buy |
4,252
+146
| +4% | +$30.1K | 0.07% | 272 |
|
|
2023
Q4 | $778K | Sell |
4,106
-330
| -7% | -$62.5K | 0.07% | 273 |
|
|
2023
Q3 | $844K | Buy |
4,436
+36
| +0.8% | +$6.85K | 0.08% | 249 |
|
|
2023
Q2 | $828K | Buy |
4,400
+195
| +5% | +$36.7K | 0.07% | 277 |
|
|
2023
Q1 | $700K | Buy |
4,205
+318
| +8% | +$53K | 0.06% | 330 |
|
|
2022
Q4 | $643K | Buy |
3,887
+84
| +2% | +$13.9K | 0.06% | 426 |
|
|
2022
Q3 | $568K | Sell |
3,803
-596
| -14% | -$89K | 0.06% | 465 |
|
|
2022
Q2 | $682K | Buy |
4,399
+1,642
| +60% | +$255K | 0.07% | 417 |
|
|
2022
Q1 | $470K | Buy |
2,757
+478
| +21% | +$81.5K | 0.04% | 550 |
|
|
2021
Q4 | $396K | Buy |
+2,279
| New | +$396K | 0.04% | 585 |
|