TCA
Transcend Capital Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
17,540
-2,201
| -11% | -$481K | 0.3% | 73 |
|
|
2025
Q1 | $4.82M | Buy |
19,741
+304
| +2% | +$74.2K | 0.35% | 62 |
|
|
2024
Q4 | $4.13M | Buy |
19,437
+116
| +0.6% | +$24.6K | 0.3% | 78 |
|
|
2024
Q3 | $4.31M | Buy |
19,321
+1,938
| +11% | +$432K | 0.29% | 82 |
|
|
2024
Q2 | $3.66M | Buy |
17,383
+2,779
| +19% | +$586K | 0.27% | 88 |
|
|
2024
Q1 | $3.01M | Buy |
14,604
+621
| +4% | +$128K | 0.24% | 97 |
|
|
2023
Q4 | $2.65M | Buy |
13,983
+3,223
| +30% | +$611K | 0.24% | 100 |
|
|
2023
Q3 | $2.05M | Sell |
10,760
-830
| -7% | -$158K | 0.2% | 122 |
|
|
2023
Q2 | $2.18M | Sell |
11,590
-787
| -6% | -$148K | 0.21% | 114 |
|
|
2023
Q1 | $2.06M | Sell |
12,377
-342
| -3% | -$57K | 0.22% | 113 |
|
|
2022
Q4 | $2.1M | Sell |
12,719
-519
| -4% | -$85.9K | 0.23% | 110 |
|
|
2022
Q3 | $1.98M | Buy |
13,238
+188
| +1% | +$28.1K | 0.22% | 118 |
|
|
2022
Q2 | $2.03M | Sell |
13,050
-582
| -4% | -$90.4K | 0.21% | 123 |
|
|
2022
Q1 | $2.32M | Buy |
13,632
+1,058
| +8% | +$180K | 0.21% | 122 |
|
|
2021
Q4 | $2.19M | Buy |
12,574
+1,552
| +14% | +$270K | 0.19% | 123 |
|
|
2021
Q3 | $1.86M | Sell |
11,022
-18
| -0.2% | -$3.04K | 0.17% | 139 |
|
|
2021
Q2 | $1.55M | Sell |
11,040
-30
| -0.3% | -$4.22K | 0.22% | 111 |
|
|
2021
Q1 | $1.35M | Sell |
11,070
-223
| -2% | -$27.2K | 0.16% | 141 |
|
|
2020
Q4 | $1.32M | Buy |
11,293
+1,249
| +12% | +$146K | 0.17% | 137 |
|
|
2020
Q3 | $1.15M | Buy |
+10,044
| New | +$1.15M | 0.21% | 104 |
|
|
2020
Q2 | – | Sell |
-11,758
| Closed | -$1.03M | – | 167 |
|
|
2020
Q1 | $1.03M | Sell |
11,758
-52
| -0.4% | -$4.53K | 0.31% | 93 |
|
|
2019
Q4 | $1.32M | Buy |
+11,810
| New | +$1.32M | 0.35% | 88 |
|