United Capital Financial Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.69M | Sell |
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|
2025
Q2 | $3.08M | Sell |
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|
2025
Q1 | $3.48M | Buy |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $2.96M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $898K | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $791K | Sell |
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|
2021
Q2 | $784K | Buy |
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|
2021
Q1 | $524K | Sell |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $544K | Buy |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $931K | Sell |
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|
2019
Q1 | $905K | Buy |
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|
2018
Q4 | $725K | Sell |
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|
2018
Q3 | $811K | Sell |
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|
2018
Q2 | $850K | Buy |
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|
2018
Q1 | $770K | Sell |
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|
2017
Q4 | $823K | Sell |
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|
2017
Q3 | $896K | Buy |
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|
2017
Q2 | $632K | Sell |
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|
2017
Q1 | $629K | Buy |
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|
2016
Q4 | $574K | Sell |
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|
2016
Q3 | $592K | Buy |
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|
2016
Q2 | $588K | Buy |
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|
2016
Q1 | $525K | Buy |
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|
2015
Q4 | $420K | Buy |
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|
2015
Q3 | $387K | Sell |
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|
2015
Q2 | $490K | Buy |
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|
2015
Q1 | $469K | Buy |
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|
2014
Q4 | $359K | Buy |
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|
2014
Q3 | $298K | Buy |
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