Stratos Wealth 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 | $385K | Sell |
1,762
-6
| -0.3% | -$1.31K | 0.02% | 496 |
|
|
2025
Q1 | $432K | Buy |
1,768
+83
| +5% | +$20.3K | 0.02% | 466 |
|
|
2024
Q4 | $358K | Buy |
1,685
+397
| +31% | +$84.3K | 0.02% | 551 |
|
|
2024
Q3 | $287K | Hold |
1,288
| – | – | 0.01% | 615 |
|
|
2024
Q2 | $272K | Buy |
+1,288
| New | +$272K | 0.01% | 593 |
|
|
2024
Q1 | – | Sell |
-1,984
| Closed | -$376K | – | 709 |
|
|
2023
Q4 | $376K | Sell |
1,984
-12
| -0.6% | -$2.28K | 0.02% | 510 |
|
|
2023
Q3 | $380K | Sell |
1,996
-836
| -30% | -$159K | 0.03% | 477 |
|
|
2023
Q2 | $533K | Sell |
2,832
-15
| -0.5% | -$2.82K | 0.04% | 423 |
|
|
2023
Q1 | $474K | Buy |
2,847
+171
| +6% | +$28.5K | 0.04% | 427 |
|
|
2022
Q4 | $443K | Buy |
2,676
+168
| +7% | +$27.8K | 0.04% | 424 |
|
|
2022
Q3 | $375K | Sell |
2,508
-373
| -13% | -$55.8K | 0.04% | 394 |
|
|
2022
Q2 | $447K | Buy |
2,881
+178
| +7% | +$27.6K | 0.04% | 381 |
|
|
2022
Q1 | $461K | Buy |
2,703
+482
| +22% | +$82.2K | 0.04% | 387 |
|
|
2021
Q4 | $386K | Buy |
2,221
+9
| +0.4% | +$1.56K | 0.03% | 425 |
|
|
2021
Q3 | $335K | Sell |
2,212
-1,124
| -34% | -$170K | 0.03% | 414 |
|
|
2021
Q2 | $469K | Buy |
3,336
+1,538
| +86% | +$216K | 0.04% | 365 |
|
|
2021
Q1 | $219K | Sell |
1,798
-710
| -28% | -$86.5K | 0.02% | 451 |
|
|
2020
Q4 | $293K | Buy |
+2,508
| New | +$293K | 0.04% | 321 |
|