TA
TFB Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
2,590
+4
| +0.2% | +$875 | 0.15% | 157 |
|
|
2025
Q1 | $631K | Buy |
2,586
+10
| +0.4% | +$2.44K | 0.18% | 132 |
|
|
2024
Q4 | $547K | Buy |
2,576
+51
| +2% | +$10.8K | 0.16% | 151 |
|
|
2024
Q3 | $563K | Sell |
2,525
-48
| -2% | -$10.7K | 0.17% | 137 |
|
|
2024
Q2 | $542K | Buy |
2,573
+250
| +11% | +$52.7K | 0.18% | 126 |
|
|
2024
Q1 | $464K | Buy |
+2,323
| New | +$464K | 0.17% | 139 |
|
|
2023
Q3 | – | Sell |
-1,928
| Closed | -$363K | – | 182 |
|
|
2023
Q2 | $363K | Buy |
1,928
+99
| +5% | +$18.6K | 0.16% | 153 |
|
|
2023
Q1 | $305K | Buy |
1,829
+17
| +0.9% | +$2.83K | 0.23% | 90 |
|
|
2022
Q4 | $300K | Buy |
+1,812
| New | +$300K | 0.25% | 83 |
|