Stratos Wealth Partners’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 | $422K | Sell |
1,928
-79
| -4% | -$17.3K | 0.01% | 991 |
|
|
2025
Q1 | $490K | Sell |
2,007
-1,050
| -34% | -$256K | 0.01% | 894 |
|
|
2024
Q4 | $649K | Buy |
3,057
+26
| +0.9% | +$5.52K | 0.01% | 836 |
|
|
2024
Q3 | $676K | Sell |
3,031
-170
| -5% | -$37.9K | 0.01% | 821 |
|
|
2024
Q2 | $675K | Buy |
3,201
+188
| +6% | +$39.6K | 0.01% | 791 |
|
|
2024
Q1 | $621K | Sell |
3,013
-801
| -21% | -$165K | 0.01% | 810 |
|
|
2023
Q4 | $723K | Sell |
3,814
-129
| -3% | -$24.4K | 0.01% | 733 |
|
|
2023
Q3 | $750K | Buy |
3,943
+850
| +27% | +$162K | 0.02% | 664 |
|
|
2023
Q2 | $582K | Buy |
3,093
+1,038
| +51% | +$195K | 0.01% | 708 |
|
|
2023
Q1 | $342K | Sell |
2,055
-792
| -28% | -$132K | 0.01% | 823 |
|
|
2022
Q4 | $471K | Sell |
2,847
-64
| -2% | -$10.6K | 0.01% | 753 |
|
|
2022
Q3 | $435K | Buy |
2,911
+148
| +5% | +$22.1K | 0.01% | 742 |
|
|
2022
Q2 | $429K | Buy |
2,763
+312
| +13% | +$48.4K | 0.01% | 791 |
|
|
2022
Q1 | $418K | Buy |
2,451
+338
| +16% | +$57.6K | 0.01% | 879 |
|
|
2021
Q4 | $367K | Buy |
2,113
+450
| +27% | +$78.2K | 0.01% | 931 |
|
|
2021
Q3 | $252K | Buy |
1,663
+112
| +7% | +$17K | 0.01% | 1004 |
|
|
2021
Q2 | $218K | Buy |
+1,551
| New | +$218K | 0.01% | 1090 |
|
|
2018
Q4 | – | Sell |
-904
| Closed | -$75K | – | 1834 |
|
|
2018
Q3 | $75K | Sell |
904
-11,617
| -93% | -$964K | ﹤0.01% | 1268 |
|
|
2018
Q2 | $1.03M | Buy |
12,521
+69
| +0.6% | +$5.65K | 0.05% | 357 |
|
|
2018
Q1 | $1.03M | Buy |
12,452
+41
| +0.3% | +$3.39K | 0.04% | 366 |
|
|
2017
Q4 | $1.01M | Sell |
12,411
-149
| -1% | -$12.1K | 0.05% | 350 |
|
|
2017
Q3 | $1.05M | Buy |
+12,560
| New | +$1.05M | 0.05% | 325 |
|
|
2015
Q4 | – | Sell |
-4,541
| Closed | -$237K | – | 618 |
|
|
2015
Q3 | $237K | Buy |
+4,541
| New | +$237K | 0.03% | 437 |
|
|
2015
Q2 | – | Sell |
-5,098
| Closed | -$286K | – | 586 |
|
|
2015
Q1 | $286K | Buy |
5,098
+229
| +5% | +$12.8K | 0.03% | 442 |
|
|
2014
Q4 | $279K | Buy |
+4,869
| New | +$279K | 0.05% | 368 |
|