SCA
Snowden Capital Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.17M | Sell |
28,237
-133
| -0.5% | -$29.1K | 0.18% | 117 |
|
|
2025
Q1 | $6.92M | Buy |
28,370
+1,517
| +6% | +$370K | 0.22% | 95 |
|
|
2024
Q4 | $5.7M | Sell |
26,853
-1,003
| -4% | -$213K | 0.18% | 123 |
|
|
2024
Q3 | $6.21M | Sell |
27,856
-41
| -0.1% | -$9.15K | 0.19% | 122 |
|
|
2024
Q2 | $5.88M | Sell |
27,897
-551
| -2% | -$116K | 0.17% | 137 |
|
|
2024
Q1 | $5.86M | Sell |
28,448
-1,522
| -5% | -$314K | 0.18% | 141 |
|
|
2023
Q4 | $5.68M | Sell |
29,970
-559
| -2% | -$106K | 0.22% | 120 |
|
|
2023
Q3 | $5.81M | Sell |
30,529
-822
| -3% | -$156K | 0.25% | 99 |
|
|
2023
Q2 | $5.9M | Sell |
31,351
-2,082
| -6% | -$392K | 0.21% | 122 |
|
|
2023
Q1 | $5.57M | Buy |
33,433
+20,178
| +152% | +$3.36M | 0.22% | 120 |
|
|
2022
Q4 | $2.19M | Sell |
13,255
-109
| -0.8% | -$18K | 0.09% | 263 |
|
|
2022
Q3 | $2M | Buy |
13,364
+136
| +1% | +$20.3K | 0.09% | 265 |
|
|
2022
Q2 | $2.05M | Buy |
13,228
+27
| +0.2% | +$4.19K | 0.09% | 254 |
|
|
2022
Q1 | $2.25M | Buy |
13,201
+12,147
| +1,152% | +$2.07M | 0.09% | 251 |
|
|
2021
Q4 | $183K | Sell |
1,054
-15,179
| -94% | -$2.64M | 0.01% | 687 |
|
|
2021
Q3 | $2.46M | Sell |
16,233
-1,293
| -7% | -$196K | 0.12% | 224 |
|
|
2021
Q2 | $2.47M | Buy |
17,526
+8,559
| +95% | +$1.2M | 0.12% | 223 |
|
|
2021
Q1 | $1.09M | Buy |
8,967
+3,521
| +65% | +$429K | 0.06% | 321 |
|
|
2020
Q4 | $637K | Buy |
5,446
+1,104
| +25% | +$129K | 0.04% | 382 |
|
|
2020
Q3 | $498K | Sell |
4,342
-15,196
| -78% | -$1.74M | 0.04% | 391 |
|
|
2020
Q2 | $2.1M | Buy |
19,538
+9,805
| +101% | +$1.05M | 0.18% | 170 |
|
|
2020
Q1 | $842K | Sell |
9,733
-3,487
| -26% | -$301K | 0.09% | 264 |
|
|
2019
Q4 | $1.47M | Sell |
13,220
-94
| -0.7% | -$10.5K | 0.13% | 223 |
|
|
2019
Q3 | $1.33M | Buy |
13,314
+836
| +7% | +$83.6K | 0.13% | 216 |
|
|
2019
Q2 | $1.24M | Buy |
12,478
+152
| +1% | +$15.2K | 0.13% | 223 |
|
|
2019
Q1 | $1.16M | Buy |
12,326
+725
| +6% | +$68.1K | 0.13% | 226 |
|
|
2018
Q4 | $925K | Sell |
11,601
-535
| -4% | -$42.7K | 0.12% | 232 |
|
|
2018
Q3 | $1M | Buy |
12,136
+507
| +4% | +$41.9K | 0.11% | 241 |
|
|
2018
Q2 | $953K | Buy |
11,629
+1,662
| +17% | +$136K | 0.12% | 229 |
|
|
2018
Q1 | $823K | Buy |
9,967
+1,443
| +17% | +$119K | 0.12% | 217 |
|
|
2017
Q4 | $694K | Buy |
8,524
+1,226
| +17% | +$99.8K | 0.1% | 240 |
|
|
2017
Q3 | $612K | Buy |
7,298
+737
| +11% | +$61.8K | 0.1% | 239 |
|
|
2017
Q2 | $511K | Buy |
6,561
+907
| +16% | +$70.7K | 0.1% | 232 |
|
|
2017
Q1 | $418K | Buy |
+5,654
| New | +$418K | 0.09% | 241 |
|