SIA
SkyView Investment Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,106
-59
| -1% | -$12.8K | 0.16% | 101 |
|
|
2025
Q1 | $1.26M | Buy |
5,165
+334
| +7% | +$81.5K | 0.19% | 81 |
|
|
2024
Q4 | $1.03M | Buy |
+4,831
| New | +$1.03M | 0.16% | 100 |
|
|
2023
Q3 | – | Sell |
-1,778
| Closed | -$334K | – | 695 |
|
|
2023
Q2 | $334K | Sell |
1,778
-4,072
| -70% | -$765K | 0.08% | 294 |
|
|
2023
Q1 | $974K | Buy |
5,850
+66
| +1% | +$11K | 0.23% | 117 |
|
|
2022
Q4 | $957K | Sell |
5,784
-160
| -3% | -$26.5K | 0.29% | 117 |
|
|
2022
Q3 | $888K | Sell |
5,944
-212
| -3% | -$31.7K | 0.26% | 132 |
|
|
2022
Q2 | $956K | Sell |
6,156
-172
| -3% | -$26.7K | 0.25% | 133 |
|
|
2022
Q1 | $1.06M | Sell |
6,328
-10,381
| -62% | -$1.73M | 0.25% | 119 |
|
|
2021
Q4 | $1.09M | Buy |
16,709
+10,119
| +154% | +$658K | 0.24% | 103 |
|
|
2021
Q3 | $998K | Buy |
6,590
+4,728
| +254% | +$716K | 0.28% | 95 |
|
|
2021
Q2 | $226K | Hold |
1,862
| – | – | 0.11% | 174 |
|
|
2021
Q1 | $226K | Buy |
1,862
+1,735
| +1,366% | +$211K | 0.1% | 182 |
|
|
2020
Q4 | $15K | Buy |
+127
| New | +$15K | 0.01% | 204 |
|