TWA
TCI Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
1,589
-19
| -1% | -$4.15K | 0.02% | 174 |
|
|
2025
Q1 | $392K | Buy |
1,608
+20
| +1% | +$4.88K | 0.03% | 149 |
|
|
2024
Q4 | $337K | Sell |
1,588
-262
| -14% | -$55.7K | 0.03% | 162 |
|
|
2024
Q3 | $413K | Buy |
1,850
+257
| +16% | +$57.3K | 0.03% | 152 |
|
|
2024
Q2 | $336K | Buy |
+1,593
| New | +$336K | 0.03% | 163 |
|
|
2023
Q2 | – | Sell |
-348
| Closed | -$58K | – | 1413 |
|
|
2023
Q1 | $58K | Hold |
348
| – | – | 0.01% | 395 |
|
|
2022
Q4 | $57.6K | Sell |
348
-12
| -3% | -$1.99K | 0.01% | 367 |
|
|
2022
Q3 | $54K | Sell |
360
-12
| -3% | -$1.8K | 0.01% | 349 |
|
|
2022
Q2 | $58K | Buy |
372
+200
| +116% | +$31.2K | 0.01% | 336 |
|
|
2022
Q1 | $29K | Sell |
172
-13
| -7% | -$2.19K | ﹤0.01% | 548 |
|
|
2021
Q4 | $32K | Buy |
185
+13
| +8% | +$2.25K | ﹤0.01% | 519 |
|
|
2021
Q3 | $26K | Buy |
172
+27
| +19% | +$4.08K | ﹤0.01% | 572 |
|
|
2021
Q2 | $20K | Buy |
145
+12
| +9% | +$1.66K | ﹤0.01% | 600 |
|
|
2021
Q1 | $16K | Buy |
133
+66
| +99% | +$7.94K | 0.01% | 624 |
|
|
2020
Q4 | $8K | Hold |
67
| – | – | ﹤0.01% | 691 |
|
|
2020
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $7K | Sell |
67
-34
| -34% | -$3.55K | ﹤0.01% | 649 |
|
|
2020
Q1 | $9K | Sell |
101
-16
| -14% | -$1.43K | ﹤0.01% | 583 |
|
|
2019
Q4 | $13K | Buy |
117
+37
| +46% | +$4.11K | 0.01% | 649 |
|
|
2019
Q3 | $8K | Sell |
80
-6
| -7% | -$600 | ﹤0.01% | 690 |
|
|
2019
Q2 | $9K | Sell |
86
-487
| -85% | -$51K | ﹤0.01% | 644 |
|
|
2019
Q1 | $54K | Sell |
573
-529
| -48% | -$49.9K | 0.02% | 315 |
|
|
2018
Q4 | $88K | Sell |
1,102
-24
| -2% | -$1.92K | 0.04% | 230 |
|
|
2018
Q3 | $93K | Sell |
1,126
-49
| -4% | -$4.05K | 0.04% | 241 |
|
|
2018
Q2 | $96K | Buy |
1,175
+166
| +16% | +$13.6K | 0.04% | 230 |
|
|
2018
Q1 | $83K | Buy |
1,009
+2
| +0.2% | +$165 | 0.04% | 250 |
|
|
2017
Q4 | $82K | Buy |
1,007
+476
| +90% | +$38.8K | 0.04% | 262 |
|
|
2017
Q3 | $45K | Hold |
531
| – | – | 0.02% | 330 |
|
|
2017
Q2 | $41K | Buy |
531
+45
| +9% | +$3.48K | 0.02% | 345 |
|
|
2017
Q1 | $36K | Hold |
486
| – | – | 0.02% | 347 |
|
|
2016
Q4 | $33K | Buy |
+486
| New | +$33K | 0.02% | 393 |
|