Sowell Financial Services’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 | $1.02M | Buy |
4,668
+664
| +17% | +$145K | 0.04% | 403 |
|
|
2025
Q1 | $977K | Buy |
+4,004
| New | +$977K | 0.04% | 392 |
|
|
2023
Q3 | – | Sell |
-12,070
| Closed | -$2.27M | – | 569 |
|
|
2023
Q2 | $2.27M | Buy |
12,070
+7,211
| +148% | +$1.36M | 0.13% | 186 |
|
|
2023
Q1 | $809K | Sell |
4,859
-9,979
| -67% | -$1.66M | 0.06% | 336 |
|
|
2022
Q4 | $2.46M | Sell |
14,838
-424
| -3% | -$70.2K | 0.16% | 154 |
|
|
2022
Q3 | $2.28M | Buy |
15,262
+1,144
| +8% | +$171K | 0.23% | 117 |
|
|
2022
Q2 | $2.19M | Buy |
+14,118
| New | +$2.19M | 0.2% | 100 |
|
|
2021
Q3 | – | Sell |
-10,217
| Closed | -$1.44M | – | 528 |
|
|
2021
Q2 | $1.44M | Buy |
10,217
+28
| +0.3% | +$3.94K | 0.1% | 240 |
|
|
2021
Q1 | $1.4M | Buy |
10,189
+404
| +4% | +$55.7K | 0.05% | 322 |
|
|
2020
Q4 | $1.15M | Buy |
9,785
+885
| +10% | +$104K | 0.05% | 298 |
|
|
2020
Q3 | $1.02M | Sell |
8,900
-3,302
| -27% | -$379K | 0.05% | 293 |
|
|
2020
Q2 | $1.31M | Sell |
12,202
-10,574
| -46% | -$1.14M | 0.07% | 229 |
|
|
2020
Q1 | $1.97M | Buy |
22,776
+6,087
| +36% | +$526K | 0.15% | 161 |
|
|
2019
Q4 | $1.86M | Sell |
16,689
-2,822
| -14% | -$314K | 0.14% | 158 |
|
|
2019
Q3 | $1.95M | Buy |
+19,511
| New | +$1.95M | 0.16% | 136 |
|
|
2017
Q1 | – | Sell |
-598
| Closed | -$43K | – | 453 |
|
|
2016
Q4 | $43K | Buy |
+598
| New | +$43K | 0.01% | 356 |
|