SWA
Sutton Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $37.1K | Buy |
195
+17
| +10% | +$3.24K | 0.02% | 269 |
|
|
2023
Q2 | $33.5K | Hold |
178
| – | – | 0.02% | 278 |
|
|
2023
Q1 | $29.6K | Sell |
178
-2,507
| -93% | -$418K | 0.02% | 258 |
|
|
2022
Q4 | $444K | Sell |
2,685
-16
| -0.6% | -$2.65K | 0.17% | 93 |
|
|
2022
Q3 | $403K | Buy |
2,701
+39
| +1% | +$5.82K | 0.16% | 93 |
|
|
2022
Q2 | $413K | Buy |
2,662
+3
| +0.1% | +$466 | 0.16% | 92 |
|
|
2022
Q1 | $453K | Buy |
2,659
+16
| +0.6% | +$2.73K | 0.16% | 94 |
|
|
2021
Q4 | $459K | Sell |
2,643
-14
| -0.5% | -$2.43K | 0.15% | 96 |
|
|
2021
Q3 | $402K | Buy |
2,657
+1
| +0% | +$151 | 0.15% | 105 |
|
|
2021
Q2 | $374K | Hold |
2,656
| – | – | 0.14% | 116 |
|
|
2021
Q1 | $324K | Sell |
2,656
-15
| -0.6% | -$1.83K | 0.13% | 119 |
|
|
2020
Q4 | $313K | Buy |
2,671
+15
| +0.6% | +$1.76K | 0.13% | 120 |
|
|
2020
Q3 | $305K | Hold |
2,656
| – | – | 0.15% | 108 |
|
|
2020
Q2 | $285K | Buy |
2,656
+46
| +2% | +$4.94K | 0.15% | 106 |
|
|
2020
Q1 | $226K | Buy |
2,610
+15
| +0.6% | +$1.3K | 0.14% | 117 |
|
|
2019
Q4 | $289K | Hold |
2,595
| – | – | 0.15% | 113 |
|
|
2019
Q3 | $260K | Hold |
2,595
| – | – | 0.14% | 117 |
|
|
2019
Q2 | $259K | Hold |
2,595
| – | – | 0.15% | 115 |
|
|
2019
Q1 | $244K | Hold |
2,595
| – | – | 0.14% | 114 |
|
|
2018
Q4 | $207K | Hold |
2,595
| – | – | 0.13% | 122 |
|
|
2018
Q3 | $215K | Hold |
2,595
| – | – | 0.14% | 120 |
|
|
2018
Q2 | $213K | Hold |
2,595
| – | – | 0.15% | 117 |
|
|
2018
Q1 | $214K | Hold |
2,595
| – | – | 0.15% | 118 |
|
|
2017
Q4 | $211K | Sell |
2,595
-3
| -0.1% | -$244 | 0.15% | 120 |
|
|
2017
Q3 | $218K | Hold |
2,598
| – | – | 0.17% | 106 |
|
|
2017
Q2 | $203K | Hold |
2,598
| – | – | 0.16% | 112 |
|
|
2017
Q1 | $192K | Hold |
2,598
| – | – | 0.16% | 108 |
|
|
2016
Q4 | $176K | Hold |
2,598
| – | – | 0.16% | 111 |
|
|
2016
Q3 | $175K | Hold |
2,598
| – | – | 0.16% | 106 |
|
|
2016
Q2 | $178K | Hold |
2,598
| – | – | 0.17% | 101 |
|
|
2016
Q1 | $158K | Buy |
+2,598
| New | +$158K | 0.15% | 119 |
|