VIA
Virtus Investment Advisers’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+6,319
| New | +$1.38M | 0.47% | 114 |
|
|
2025
Q1 | – | Sell |
-266
| Closed | -$56.5K | – | 601 |
|
|
2024
Q4 | $56.5K | Hold |
266
| – | – | 0.04% | 305 |
|
|
2024
Q3 | $59.3K | Hold |
266
| – | – | 0.05% | 281 |
|
|
2024
Q2 | $56.1K | Sell |
266
-138
| -34% | -$29.1K | 0.05% | 262 |
|
|
2024
Q1 | $83.2K | Sell |
404
-43
| -10% | -$8.86K | 0.06% | 257 |
|
|
2023
Q4 | $84.7K | Hold |
447
| – | – | 0.06% | 253 |
|
|
2023
Q3 | $85.1K | Sell |
447
-52
| -10% | -$9.9K | 0.06% | 228 |
|
|
2023
Q2 | $93.9K | Hold |
499
| – | – | 0.06% | 245 |
|
|
2023
Q1 | $83.1K | Hold |
499
| – | – | 0.06% | 254 |
|
|
2022
Q4 | $82.6K | Hold |
499
| – | – | 0.06% | 284 |
|
|
2022
Q3 | $74K | Buy |
+499
| New | +$74K | 0.03% | 320 |
|
|
2018
Q1 | – | Sell |
-49,613
| Closed | -$4.04M | – | 287 |
|
|
2017
Q4 | $4.04M | Sell |
49,613
-2,520
| -5% | -$205K | 0.44% | 65 |
|
|
2017
Q3 | $4.37M | Sell |
52,133
-5,622
| -10% | -$471K | 0.46% | 66 |
|
|
2017
Q2 | $4.5M | Sell |
57,755
-14,598
| -20% | -$1.14M | 0.44% | 71 |
|
|
2017
Q1 | $5.35M | Sell |
72,353
-14,214
| -16% | -$1.05M | 0.47% | 65 |
|
|
2016
Q4 | $5.85M | Sell |
86,567
-20,992
| -20% | -$1.42M | 0.45% | 66 |
|
|
2016
Q3 | $7.23M | Buy |
+107,559
| New | +$7.23M | 0.46% | 59 |
|