SWA
SFMG Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
3,952
-84
| -2% | -$18.4K | 0.06% | 113 |
|
|
2025
Q1 | $985K | Buy |
4,036
+67
| +2% | +$16.4K | 0.08% | 103 |
|
|
2024
Q4 | $843K | Buy |
3,969
+4
| +0.1% | +$850 | 0.07% | 110 |
|
|
2024
Q3 | $885K | Buy |
3,965
+19
| +0.5% | +$4.24K | 0.07% | 103 |
|
|
2024
Q2 | $831K | Sell |
3,946
-380
| -9% | -$80.1K | 0.07% | 101 |
|
|
2024
Q1 | $891K | Buy |
4,326
+14
| +0.3% | +$2.88K | 0.08% | 98 |
|
|
2023
Q4 | $817K | Sell |
4,312
-673
| -14% | -$128K | 0.08% | 96 |
|
|
2023
Q3 | $949K | Sell |
4,985
-79
| -2% | -$15K | 0.1% | 88 |
|
|
2023
Q2 | $952K | Sell |
5,064
-496
| -9% | -$93.3K | 0.1% | 89 |
|
|
2023
Q1 | $926K | Buy |
5,560
+15
| +0.3% | +$2.5K | 0.1% | 92 |
|
|
2022
Q4 | $918K | Sell |
5,545
-21
| -0.4% | -$3.48K | 0.1% | 92 |
|
|
2022
Q3 | $846K | Buy |
5,566
+672
| +14% | +$102K | 0.1% | 95 |
|
|
2022
Q2 | $760K | Buy |
4,894
+4
| +0.1% | +$621 | 0.09% | 97 |
|
|
2022
Q1 | $833K | Buy |
4,890
+64
| +1% | +$10.9K | 0.08% | 102 |
|
|
2021
Q4 | $839K | Hold |
4,826
| – | – | 0.08% | 109 |
|
|
2021
Q3 | $731K | Sell |
4,826
-45
| -0.9% | -$6.82K | 0.08% | 110 |
|
|
2021
Q2 | $685K | Buy |
4,871
+268
| +6% | +$37.7K | 0.08% | 112 |
|
|
2021
Q1 | $561K | Sell |
4,603
-135
| -3% | -$16.5K | 0.07% | 130 |
|
|
2020
Q4 | $554K | Hold |
4,738
| – | – | 0.07% | 116 |
|
|
2020
Q3 | $543K | Hold |
4,738
| – | – | 0.07% | 101 |
|
|
2020
Q2 | $509K | Hold |
4,738
| – | – | 0.07% | 94 |
|
|
2020
Q1 | $410K | Sell |
4,738
-943
| -17% | -$81.6K | 0.06% | 84 |
|
|
2019
Q4 | $633K | Buy |
5,681
+12
| +0.2% | +$1.34K | 0.08% | 89 |
|
|
2019
Q3 | $567K | Buy |
5,669
+13
| +0.2% | +$1.3K | 0.08% | 82 |
|
|
2019
Q2 | $579K | Buy |
5,656
+12
| +0.2% | +$1.23K | 0.08% | 78 |
|
|
2019
Q1 | $530K | Buy |
5,644
+2,718
| +93% | +$255K | 0.08% | 74 |
|
|
2018
Q4 | $233K | Buy |
2,926
+21
| +0.7% | +$1.67K | 0.04% | 119 |
|
|
2018
Q3 | $245K | Hold |
2,905
| – | – | 0.04% | 113 |
|
|
2018
Q2 | $238K | Hold |
2,905
| – | – | 0.04% | 126 |
|
|
2018
Q1 | $240K | Hold |
2,905
| – | – | 0.04% | 123 |
|
|
2017
Q4 | $236K | Hold |
2,905
| – | – | 0.04% | 125 |
|
|
2017
Q3 | $243K | Hold |
2,905
| – | – | 0.05% | 114 |
|
|
2017
Q2 | $226K | Buy |
+2,905
| New | +$226K | 0.05% | 111 |
|