SA
SRN Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
3,502
+207
| +6% | +$45.3K | 0.7% | 62 |
|
|
2025
Q1 | $804K | Sell |
3,295
-102
| -3% | -$24.9K | 0.9% | 48 |
|
|
2024
Q4 | $722K | Sell |
3,397
-647
| -16% | -$137K | 0.64% | 85 |
|
|
2024
Q3 | $902K | Sell |
4,044
-161
| -4% | -$35.9K | 0.8% | 65 |
|
|
2024
Q2 | $886K | Hold |
4,205
| – | – | 0.74% | 70 |
|
|
2024
Q1 | $866K | Buy |
4,205
+204
| +5% | +$42K | 0.68% | 85 |
|
|
2023
Q4 | $758K | Sell |
4,001
-633
| -14% | -$120K | 0.68% | 86 |
|
|
2023
Q3 | $882K | Buy |
4,634
+88
| +2% | +$16.7K | 0.87% | 51 |
|
|
2023
Q2 | $855K | Sell |
4,546
-137
| -3% | -$25.8K | 0.76% | 69 |
|
|
2023
Q1 | $772K | Sell |
4,683
-94
| -2% | -$15.5K | 0.71% | 77 |
|
|
2022
Q4 | $790K | Buy |
+4,777
| New | +$790K | 0.78% | 71 |
|