Souders Financial Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
7,518
-1,265
| -14% | -$277K | 0.21% | 60 |
|
|
2025
Q1 | $2.14M | Sell |
8,783
-4,868
| -36% | -$1.19M | 0.3% | 55 |
|
|
2024
Q4 | $2.9M | Sell |
13,651
-4,878
| -26% | -$1.04M | 0.41% | 57 |
|
|
2024
Q3 | $4.13M | Sell |
18,529
-50
| -0.3% | -$11.2K | 0.58% | 49 |
|
|
2024
Q2 | $3.92M | Buy |
18,579
+443
| +2% | +$93.4K | 0.59% | 44 |
|
|
2024
Q1 | $3.74M | Buy |
18,136
+15
| +0.1% | +$3.09K | 0.59% | 46 |
|
|
2023
Q4 | $3.43M | Buy |
18,121
+44
| +0.2% | +$8.34K | 0.59% | 47 |
|
|
2023
Q3 | $3.44M | Sell |
18,077
-717
| -4% | -$136K | 0.66% | 46 |
|
|
2023
Q2 | $3.53M | Sell |
18,794
-1,277
| -6% | -$240K | 0.68% | 41 |
|
|
2023
Q1 | $3.34M | Buy |
20,071
+231
| +1% | +$38.5K | 0.71% | 41 |
|
|
2022
Q4 | $3.28M | Buy |
19,840
+164
| +0.8% | +$27.1K | 0.75% | 38 |
|
|
2022
Q3 | $2.94M | Sell |
19,676
-1,707
| -8% | -$255K | 0.8% | 38 |
|
|
2022
Q2 | $3.32M | Buy |
21,383
+667
| +3% | +$104K | 0.95% | 30 |
|
|
2022
Q1 | $3.53M | Buy |
20,716
+247
| +1% | +$42.1K | 1.02% | 31 |
|
|
2021
Q4 | $3.56M | Sell |
20,469
-182
| -0.9% | -$31.6K | 1.02% | 28 |
|
|
2021
Q3 | $3.13M | Buy |
20,651
+204
| +1% | +$30.9K | 1.01% | 32 |
|
|
2021
Q2 | $2.88M | Buy |
20,447
+213
| +1% | +$30K | 0.97% | 33 |
|
|
2021
Q1 | $2.47M | Buy |
20,234
+988
| +5% | +$120K | 0.97% | 34 |
|
|
2020
Q4 | $2.25M | Buy |
19,246
+375
| +2% | +$43.9K | 0.98% | 32 |
|
|
2020
Q3 | $2.12M | Buy |
18,871
+713
| +4% | +$80.2K | 1% | 33 |
|
|
2020
Q2 | $1.95M | Buy |
18,158
+8,648
| +91% | +$929K | 1.12% | 28 |
|
|
2020
Q1 | $822K | Buy |
+9,510
| New | +$822K | 0.73% | 37 |
|