United Capital Financial Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
14,088
-154
| -1% | -$33.7K | 0.02% | 353 |
|
|
2025
Q1 | $3.48M | Buy |
14,242
+482
| +4% | +$118K | 0.03% | 325 |
|
|
2024
Q4 | $2.92M | Sell |
13,760
-159
| -1% | -$33.8K | 0.02% | 345 |
|
|
2024
Q3 | $3.11M | Buy |
13,919
+321
| +2% | +$71.6K | 0.03% | 334 |
|
|
2024
Q2 | $2.87M | Sell |
13,598
-786
| -5% | -$166K | 0.02% | 339 |
|
|
2024
Q1 | $2.96M | Sell |
14,384
-759
| -5% | -$156K | 0.02% | 355 |
|
|
2023
Q4 | $2.87M | Buy |
15,143
+10,427
| +221% | +$1.98M | 0.02% | 357 |
|
|
2023
Q3 | $898K | Sell |
4,716
-3,826
| -45% | -$728K | 0.01% | 537 |
|
|
2023
Q2 | $1.61M | Sell |
8,542
-2,517
| -23% | -$473K | 0.01% | 471 |
|
|
2023
Q1 | $1.84M | Sell |
11,059
-2,848
| -20% | -$474K | 0.01% | 463 |
|
|
2022
Q4 | $2.3M | Buy |
13,907
+593
| +4% | +$98.1K | 0.01% | 452 |
|
|
2022
Q3 | $1.99M | Sell |
13,314
-16
| -0.1% | -$2.39K | 0.01% | 476 |
|
|
2022
Q2 | $2.07M | Buy |
13,330
+4,246
| +47% | +$659K | 0.01% | 484 |
|
|
2022
Q1 | $1.55M | Buy |
9,084
+3,005
| +49% | +$512K | 0.01% | 571 |
|
|
2021
Q4 | $1.06M | Buy |
6,079
+858
| +16% | +$149K | ﹤0.01% | 662 |
|
|
2021
Q3 | $791K | Sell |
5,221
-355
| -6% | -$53.8K | ﹤0.01% | 732 |
|
|
2021
Q2 | $784K | Buy |
5,576
+1,271
| +30% | +$179K | ﹤0.01% | 758 |
|
|
2021
Q1 | $524K | Sell |
4,305
-768
| -15% | -$93.5K | ﹤0.01% | 833 |
|
|
2020
Q4 | $594K | Buy |
5,073
+331
| +7% | +$38.8K | ﹤0.01% | 799 |
|
|
2020
Q3 | $544K | Buy |
4,742
+660
| +16% | +$75.7K | ﹤0.01% | 807 |
|
|
2020
Q2 | $438K | Buy |
4,082
+12
| +0.3% | +$1.29K | ﹤0.01% | 910 |
|
|
2020
Q1 | $352K | Sell |
4,070
-4,913
| -55% | -$425K | ﹤0.01% | 932 |
|
|
2019
Q4 | $1M | Buy |
8,983
+4,590
| +104% | +$511K | 0.01% | 775 |
|
|
2019
Q3 | $440K | Sell |
4,393
-4,944
| -53% | -$495K | ﹤0.01% | 974 |
|
|
2019
Q2 | $931K | Sell |
9,337
-302
| -3% | -$30.1K | 0.01% | 832 |
|
|
2019
Q1 | $905K | Buy |
9,639
+551
| +6% | +$51.7K | 0.01% | 797 |
|
|
2018
Q4 | $725K | Sell |
9,088
-721
| -7% | -$57.5K | 0.01% | 797 |
|
|
2018
Q3 | $811K | Sell |
9,809
-558
| -5% | -$46.1K | 0.01% | 837 |
|
|
2018
Q2 | $850K | Buy |
10,367
+1,044
| +11% | +$85.6K | 0.01% | 804 |
|
|
2018
Q1 | $770K | Sell |
9,323
-787
| -8% | -$65K | 0.01% | 834 |
|
|
2017
Q4 | $823K | Sell |
10,110
-586
| -5% | -$47.7K | 0.01% | 840 |
|
|
2017
Q3 | $896K | Buy |
10,696
+2,589
| +32% | +$217K | 0.01% | 804 |
|
|
2017
Q2 | $632K | Sell |
8,107
-412
| -5% | -$32.1K | 0.01% | 874 |
|
|
2017
Q1 | $629K | Buy |
8,519
+22
| +0.3% | +$1.62K | 0.01% | 864 |
|
|
2016
Q4 | $574K | Sell |
8,497
-305
| -3% | -$20.6K | 0.01% | 903 |
|
|
2016
Q3 | $592K | Buy |
8,802
+158
| +2% | +$10.6K | 0.01% | 913 |
|
|
2016
Q2 | $588K | Buy |
8,644
+1
| +0% | +$68 | 0.01% | 872 |
|
|
2016
Q1 | $525K | Buy |
8,643
+1,069
| +14% | +$64.9K | 0.01% | 862 |
|
|
2015
Q4 | $420K | Buy |
7,574
+168
| +2% | +$9.32K | ﹤0.01% | 924 |
|
|
2015
Q3 | $387K | Sell |
7,406
-1,241
| -14% | -$64.8K | ﹤0.01% | 973 |
|
|
2015
Q2 | $490K | Buy |
8,647
+292
| +3% | +$16.5K | 0.01% | 928 |
|
|
2015
Q1 | $469K | Buy |
8,355
+2,088
| +33% | +$117K | 0.01% | 914 |
|
|
2014
Q4 | $359K | Buy |
6,267
+570
| +10% | +$32.7K | 0.01% | 913 |
|
|
2014
Q3 | $298K | Buy |
+5,697
| New | +$298K | 0.01% | 933 |
|