Strategic Investment 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 | $3.27M | Buy |
14,978
+10
| +0.1% | +$2.18K | 0.32% | 47 |
|
|
2025
Q1 | $3.65M | Sell |
14,968
-849
| -5% | -$207K | 0.39% | 45 |
|
|
2024
Q4 | $3.36M | Sell |
15,817
-18
| -0.1% | -$3.82K | 0.36% | 45 |
|
|
2024
Q3 | $3.53M | Buy |
15,835
+514
| +3% | +$115K | 0.39% | 45 |
|
|
2024
Q2 | $3.23M | Sell |
15,321
-415
| -3% | -$87.4K | 0.39% | 42 |
|
|
2024
Q1 | $3.24M | Sell |
15,736
-47
| -0.3% | -$9.68K | 0.42% | 42 |
|
|
2023
Q4 | $2.99M | Buy |
15,783
+226
| +1% | +$42.8K | 0.43% | 44 |
|
|
2023
Q3 | $2.96M | Buy |
+15,557
| New | +$2.96M | 0.49% | 39 |
|
|
2023
Q2 | – | Sell |
-13,760
| Closed | -$2.29M | – | 227 |
|
|
2023
Q1 | $2.29M | Buy |
13,760
+1,350
| +11% | +$225K | 0.41% | 39 |
|
|
2022
Q4 | $2.05M | Buy |
12,410
+56
| +0.5% | +$9.27K | 0.43% | 42 |
|
|
2022
Q3 | $1.85M | Buy |
12,354
+549
| +5% | +$82K | 0.42% | 44 |
|
|
2022
Q2 | $1.83M | Sell |
11,805
-273
| -2% | -$42.4K | 0.37% | 45 |
|
|
2022
Q1 | $2.06M | Buy |
12,078
+529
| +5% | +$90.1K | 0.39% | 43 |
|
|
2021
Q4 | $2.01M | Buy |
11,549
+69
| +0.6% | +$12K | 0.39% | 47 |
|
|
2021
Q3 | $1.74M | Buy |
11,480
+1,093
| +11% | +$165K | 0.38% | 51 |
|
|
2021
Q2 | $1.46M | Sell |
10,387
-372
| -3% | -$52.3K | 0.33% | 65 |
|
|
2021
Q1 | $1.31M | Buy |
10,759
+504
| +5% | +$61.4K | 0.34% | 63 |
|
|
2020
Q4 | $1.2M | Buy |
10,255
+8,196
| +398% | +$959K | 0.35% | 64 |
|
|
2020
Q3 | $236K | Buy |
+2,059
| New | +$236K | 0.08% | 163 |
|