SFMG Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
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|
2025
Q1 | $985K | Buy |
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|
2024
Q4 | $843K | Buy |
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|
2024
Q3 | $885K | Buy |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $891K | Buy |
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|
2023
Q4 | $817K | Sell |
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|
2023
Q3 | $949K | Sell |
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|
2023
Q2 | $952K | Sell |
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|
2023
Q1 | $926K | Buy |
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|
2022
Q4 | $918K | Sell |
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|
2022
Q3 | $846K | Buy |
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|
2022
Q2 | $760K | Buy |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $839K | Hold |
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|
2021
Q3 | $731K | Sell |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $561K | Sell |
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|
2020
Q4 | $554K | Hold |
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|
2020
Q3 | $543K | Hold |
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|
2020
Q2 | $509K | Hold |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $633K | Buy |
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|
2019
Q3 | $567K | Buy |
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|
2019
Q2 | $579K | Buy |
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|
2019
Q1 | $530K | Buy |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $245K | Hold |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $236K | Hold |
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|
2017
Q3 | $243K | Hold |
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|
2017
Q2 | $226K | Buy |
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