SWA
SOA Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
2,723
+1,012
| +59% | +$221K | 0.11% | 106 |
|
|
2025
Q1 | $418K | Buy |
1,711
+2
| +0.1% | +$488 | 0.09% | 121 |
|
|
2024
Q4 | $363K | Buy |
1,709
+2
| +0.1% | +$425 | 0.07% | 135 |
|
|
2024
Q3 | $381K | Sell |
1,707
-27
| -2% | -$6.02K | 0.07% | 130 |
|
|
2024
Q2 | $365K | Sell |
1,734
-97
| -5% | -$20.4K | 0.07% | 128 |
|
|
2024
Q1 | $377K | Buy |
1,831
+2
| +0.1% | +$412 | 0.08% | 125 |
|
|
2023
Q4 | $347K | Buy |
1,829
+2
| +0.1% | +$379 | 0.08% | 127 |
|
|
2023
Q3 | $348K | Sell |
1,827
-11
| -0.6% | -$2.09K | 0.09% | 120 |
|
|
2023
Q2 | $346K | Sell |
1,838
-20
| -1% | -$3.76K | 0.08% | 122 |
|
|
2023
Q1 | $310K | Buy |
1,858
+1
| +0.1% | +$167 | 0.08% | 122 |
|
|
2022
Q4 | $307K | Sell |
1,857
-5
| -0.3% | -$827 | 0.08% | 115 |
|
|
2022
Q3 | $278K | Buy |
1,862
+2
| +0.1% | +$299 | 0.08% | 118 |
|
|
2022
Q2 | $288K | Buy |
1,860
+2
| +0.1% | +$310 | 0.08% | 118 |
|
|
2022
Q1 | $316K | Buy |
1,858
+6
| +0.3% | +$1.02K | 0.08% | 129 |
|
|
2021
Q4 | $321K | Buy |
1,852
+5
| +0.3% | +$867 | 0.08% | 126 |
|
|
2021
Q3 | $279K | Buy |
1,847
+9
| +0.5% | +$1.36K | 0.07% | 133 |
|
|
2021
Q2 | $258K | Buy |
1,838
+39
| +2% | +$5.47K | 0.07% | 134 |
|
|
2021
Q1 | $219K | Buy |
1,799
+61
| +4% | +$7.43K | 0.06% | 135 |
|
|
2020
Q4 | $195K | Buy |
+1,738
| New | +$195K | 0.05% | 137 |
|