TFA
Transamerica Financial Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262 | Hold |
2
| – | – | ﹤0.01% | 468 |
|
|
2025
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 508 |
|
|
2024
Q3 | $1K | Sell |
3
-328
| -99% | -$109K | ﹤0.01% | 514 |
|
|
2024
Q2 | $70K | Hold |
331
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $69K | Sell |
331
-1,273
| -79% | -$265K | 0.01% | 288 |
|
|
2023
Q4 | $304K | Sell |
1,604
-215
| -12% | -$40.7K | 0.04% | 212 |
|
|
2023
Q3 | $347K | Sell |
1,819
-238
| -12% | -$45.4K | 0.05% | 187 |
|
|
2023
Q2 | $387K | Buy |
2,057
+2
| +0.1% | +$376 | 0.05% | 192 |
|
|
2023
Q1 | $343K | Buy |
2,055
+173
| +9% | +$28.9K | 0.05% | 202 |
|
|
2022
Q4 | $312K | Sell |
1,882
-45
| -2% | -$7.46K | 0.04% | 193 |
|
|
2022
Q3 | $288K | Buy |
1,927
+11
| +0.6% | +$1.64K | 0.04% | 188 |
|
|
2022
Q2 | $298K | Buy |
+1,916
| New | +$298K | 0.04% | 194 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$1K | – | 378 |
|
|
2020
Q2 | $1K | Buy |
9
+7
| +350% | +$778 | ﹤0.01% | 446 |
|
|
2020
Q1 | $1K | Hold |
2
| – | – | 0.02% | 105 |
|
|
2019
Q4 | $1K | Buy |
+2
| New | +$1K | 0.01% | 110 |
|
|
2019
Q3 | – | Sell |
-7,125
| Closed | -$711K | – | 376 |
|
|
2019
Q2 | $711K | Buy |
+7,125
| New | +$711K | 0.15% | 104 |
|
|
2019
Q1 | – | Sell |
-8,135
| Closed | -$649K | – | 335 |
|
|
2018
Q4 | $649K | Sell |
8,135
-1,552
| -16% | -$124K | 0.17% | 93 |
|
|
2018
Q3 | $802K | Sell |
9,687
-424
| -4% | -$35.1K | 0.17% | 103 |
|
|
2018
Q2 | $829K | Sell |
10,111
-83,003
| -89% | -$6.81M | 0.18% | 98 |
|
|
2018
Q1 | $7.69M | Sell |
93,114
-7,553
| -8% | -$624K | 1.14% | 20 |
|
|
2017
Q4 | $8.19M | Sell |
100,667
-992
| -1% | -$80.7K | 1.08% | 20 |
|
|
2017
Q3 | $8.52M | Sell |
101,659
-3,272
| -3% | -$274K | 1.05% | 17 |
|
|
2017
Q2 | $8.18M | Buy |
104,931
+104,911
| +524,555% | +$8.18M | 1.11% | 17 |
|
|
2017
Q1 | $2K | Sell |
20
-14
| -41% | -$1.4K | ﹤0.01% | 282 |
|
|
2016
Q4 | $3K | Sell |
34
-61
| -64% | -$5.38K | ﹤0.01% | 281 |
|
|
2016
Q3 | $7K | Sell |
95
-3
| -3% | -$221 | ﹤0.01% | 267 |
|
|
2016
Q2 | $7K | Sell |
98
-43
| -30% | -$3.07K | ﹤0.01% | 259 |
|
|
2016
Q1 | $9K | Sell |
141
-66,970
| -100% | -$4.27M | ﹤0.01% | 562 |
|
|
2015
Q4 | $3.72M | Buy |
67,111
+3,933
| +6% | +$218K | 0.27% | 76 |
|
|
2015
Q3 | $3.3M | Buy |
63,178
+2,412
| +4% | +$126K | 0.26% | 78 |
|
|
2015
Q2 | $3.45M | Buy |
60,766
+5,473
| +10% | +$310K | 0.25% | 83 |
|
|
2015
Q1 | $3.1M | Buy |
55,293
+55,208
| +64,951% | +$3.1M | 0.22% | 90 |
|
|
2014
Q4 | $5K | Buy |
85
+69
| +431% | +$4.06K | ﹤0.01% | 555 |
|
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 632 |
|
|
2014
Q2 | $1K | Buy |
16
+1
| +7% | +$63 | ﹤0.01% | 638 |
|
|
2014
Q1 | $1K | Sell |
15
-14,567
| -100% | -$971K | ﹤0.01% | 603 |
|
|
2013
Q4 | $706K | Buy |
14,582
+2,418
| +20% | +$117K | 0.08% | 126 |
|
|
2013
Q3 | $530K | Buy |
12,164
+2,787
| +30% | +$121K | 0.07% | 136 |
|
|
2013
Q2 | $375K | Buy |
+9,377
| New | +$375K | 0.06% | 135 |
|