Valley National Advisers’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 | – | Sell |
-9
| Closed | -$2K | – | 841 |
|
|
2025
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 718 |
|
|
2024
Q3 | – | Sell |
-133
| Closed | -$28K | – | 990 |
|
|
2024
Q2 | $28K | Buy |
133
+17
| +15% | +$3.58K | ﹤0.01% | 466 |
|
|
2024
Q1 | $23K | Sell |
116
-17
| -13% | -$3.37K | ﹤0.01% | 501 |
|
|
2023
Q4 | $25K | Buy |
133
+103
| +343% | +$19.4K | ﹤0.01% | 509 |
|
|
2023
Q3 | $6K | Buy |
30
+17
| +131% | +$3.4K | ﹤0.01% | 683 |
|
|
2023
Q2 | $3K | Buy |
13
+10
| +333% | +$2.31K | ﹤0.01% | 741 |
|
|
2023
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 930 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 961 |
|
|
2019
Q3 | – | Sell |
-46
| Closed | -$5K | – | 802 |
|
|
2019
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 555 |
|
|
2019
Q1 | $4K | Sell |
46
-19
| -29% | -$1.65K | ﹤0.01% | 583 |
|
|
2018
Q4 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 529 |
|
|
2017
Q4 | – | Sell |
-1,460
| Closed | -$122K | – | 703 |
|
|
2017
Q3 | $122K | Hold |
1,460
| – | – | 0.04% | 185 |
|
|
2017
Q2 | $114K | Hold |
1,460
| – | – | 0.04% | 186 |
|
|
2017
Q1 | $108K | Sell |
1,460
-726
| -33% | -$53.7K | 0.04% | 187 |
|
|
2016
Q4 | $148K | Hold |
2,186
| – | – | 0.07% | 160 |
|
|
2016
Q3 | $147K | Hold |
2,186
| – | – | 0.08% | 142 |
|
|
2016
Q2 | $150K | Hold |
2,186
| – | – | 0.08% | 149 |
|
|
2016
Q1 | $133K | Hold |
2,186
| – | – | 0.07% | 155 |
|
|
2015
Q4 | $121K | Hold |
2,186
| – | – | 0.07% | 156 |
|
|
2015
Q3 | $114K | Hold |
2,186
| – | – | 0.07% | 164 |
|
|
2015
Q2 | $124K | Hold |
2,186
| – | – | 0.07% | 168 |
|
|
2015
Q1 | $123K | Buy |
2,186
+810
| +59% | +$45.6K | 0.07% | 153 |
|
|
2014
Q4 | $67K | Buy |
+1,376
| New | +$67K | 0.05% | 148 |
|