Valeo 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 | $1.26M | Buy |
5,764
+322
| +6% | +$70.4K | 0.03% | 246 |
|
|
2025
Q1 | $1.33M | Sell |
5,442
-80
| -1% | -$19.5K | 0.04% | 206 |
|
|
2024
Q4 | $1.17M | Buy |
5,522
+131
| +2% | +$27.8K | 0.03% | 223 |
|
|
2024
Q3 | $1.2M | Buy |
5,391
+74
| +1% | +$16.5K | 0.03% | 227 |
|
|
2024
Q2 | $1.12M | Buy |
5,317
+169
| +3% | +$35.6K | 0.04% | 222 |
|
|
2024
Q1 | $1.03M | Buy |
5,148
+187
| +4% | +$37.6K | 0.04% | 233 |
|
|
2023
Q4 | $940K | Sell |
4,961
-2
| -0% | -$379 | 0.04% | 233 |
|
|
2023
Q3 | $945K | Buy |
4,963
+399
| +9% | +$75.9K | 0.04% | 217 |
|
|
2023
Q2 | $858K | Sell |
4,564
-372
| -8% | -$70K | 0.04% | 222 |
|
|
2023
Q1 | $822K | Buy |
4,936
+1,567
| +47% | +$261K | 0.04% | 241 |
|
|
2022
Q4 | $558K | Buy |
3,369
+1,408
| +72% | +$233K | 0.03% | 261 |
|
|
2022
Q3 | $293K | Buy |
1,961
+86
| +5% | +$12.9K | 0.02% | 346 |
|
|
2022
Q2 | $291K | Sell |
1,875
-778
| -29% | -$121K | 0.02% | 351 |
|
|
2022
Q1 | $452K | Buy |
2,653
+532
| +25% | +$90.6K | 0.02% | 330 |
|
|
2021
Q4 | $369K | Buy |
2,121
+210
| +11% | +$36.5K | 0.02% | 358 |
|
|
2021
Q3 | $289K | Buy |
+1,911
| New | +$289K | 0.02% | 389 |
|
|
2021
Q2 | – | Sell |
-669
| Closed | -$81K | – | 1203 |
|
|
2021
Q1 | $81K | Buy |
669
+127
| +23% | +$15.4K | ﹤0.01% | 666 |
|
|
2020
Q4 | $63K | Sell |
542
-20
| -4% | -$2.33K | ﹤0.01% | 683 |
|
|
2020
Q3 | $64K | Sell |
562
-352
| -39% | -$40.1K | 0.01% | 563 |
|
|
2020
Q2 | $98K | Buy |
914
+364
| +66% | +$39K | 0.01% | 494 |
|
|
2020
Q1 | $53K | Buy |
550
+14
| +3% | +$1.35K | 0.01% | 567 |
|
|
2019
Q4 | $60K | Hold |
536
| – | – | 0.01% | 577 |
|
|
2019
Q3 | $54K | Sell |
536
-290
| -35% | -$29.2K | 0.01% | 571 |
|
|
2019
Q2 | $82K | Buy |
826
+46
| +6% | +$4.57K | 0.01% | 471 |
|
|
2019
Q1 | $73K | Sell |
780
-150
| -16% | -$14K | 0.01% | 474 |
|
|
2018
Q4 | $74K | Sell |
930
-61
| -6% | -$4.85K | 0.01% | 425 |
|
|
2018
Q3 | $84K | Buy |
991
+484
| +95% | +$41K | 0.01% | 436 |
|
|
2018
Q2 | $42K | Buy |
507
+52
| +11% | +$4.31K | 0.01% | 568 |
|
|
2018
Q1 | $38K | Buy |
455
+350
| +333% | +$29.2K | 0.01% | 546 |
|
|
2017
Q4 | $9K | Buy |
105
+27
| +35% | +$2.31K | ﹤0.01% | 859 |
|
|
2017
Q3 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 786 |
|