Voya 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,060
| Closed | -$237K | – | 229 |
|
|
2024
Q3 | $237K | Sell |
1,060
-272
| -20% | -$60.9K | 0.03% | 208 |
|
|
2024
Q2 | $281K | Sell |
1,332
-8
| -0.6% | -$1.69K | 0.03% | 202 |
|
|
2024
Q1 | $276K | Buy |
1,340
+2
| +0.1% | +$411 | 0.03% | 204 |
|
|
2023
Q4 | $253K | Sell |
1,338
-290
| -18% | -$54.7K | 0.03% | 204 |
|
|
2023
Q3 | $315K | Sell |
1,628
-10
| -0.6% | -$1.93K | 0.04% | 179 |
|
|
2023
Q2 | $305K | Sell |
1,638
-21
| -1% | -$3.91K | 0.04% | 188 |
|
|
2023
Q1 | $274K | Buy |
1,659
+106
| +7% | +$17.5K | 0.03% | 197 |
|
|
2022
Q4 | $259K | Buy |
1,553
+40
| +3% | +$6.67K | 0.03% | 195 |
|
|
2022
Q3 | $228K | Buy |
1,513
+10
| +0.7% | +$1.51K | 0.03% | 213 |
|
|
2022
Q2 | $233K | Buy |
1,503
+105
| +8% | +$16.3K | 0.03% | 219 |
|
|
2022
Q1 | $240K | Sell |
1,398
-9
| -0.6% | -$1.55K | 0.03% | 238 |
|
|
2021
Q4 | $244K | Sell |
1,407
-22
| -2% | -$3.82K | 0.03% | 235 |
|
|
2021
Q3 | $221K | Sell |
1,429
-301
| -17% | -$46.6K | 0.03% | 243 |
|
|
2021
Q2 | $244K | Sell |
1,730
-3,481
| -67% | -$491K | 0.03% | 229 |
|
|
2021
Q1 | $633K | Buy |
5,211
+358
| +7% | +$43.5K | 0.03% | 375 |
|
|
2020
Q4 | $558K | Sell |
4,853
-113
| -2% | -$13K | 0.02% | 382 |
|
|
2020
Q3 | $566K | Sell |
4,966
-3,376
| -40% | -$385K | 0.03% | 346 |
|
|
2020
Q2 | $878K | Sell |
8,342
-2,231
| -21% | -$235K | 0.05% | 270 |
|
|
2020
Q1 | $947K | Sell |
10,573
-1,932
| -15% | -$173K | 0.05% | 235 |
|
|
2019
Q4 | $1.4M | Buy |
12,505
+241
| +2% | +$26.9K | 0.07% | 209 |
|
|
2019
Q3 | $1.22M | Buy |
12,264
+892
| +8% | +$89K | 0.07% | 210 |
|
|
2019
Q2 | $1.13M | Buy |
11,372
+2,319
| +26% | +$230K | 0.06% | 219 |
|
|
2019
Q1 | $841K | Buy |
9,053
+156
| +2% | +$14.5K | 0.05% | 257 |
|
|
2018
Q4 | $702K | Buy |
8,897
+13
| +0.1% | +$1.03K | 0.05% | 249 |
|
|
2018
Q3 | $740K | Buy |
8,884
+102
| +1% | +$8.5K | 0.04% | 281 |
|
|
2018
Q2 | $712K | Buy |
8,782
+19
| +0.2% | +$1.54K | 0.05% | 262 |
|
|
2018
Q1 | $718K | Sell |
8,763
-69
| -0.8% | -$5.65K | 0.05% | 266 |
|
|
2017
Q4 | $724K | Buy |
8,832
+324
| +4% | +$26.6K | 0.05% | 272 |
|
|
2017
Q3 | $712K | Buy |
8,508
+40
| +0.5% | +$3.35K | 0.05% | 265 |
|
|
2017
Q2 | $658K | Buy |
8,468
+653
| +8% | +$50.7K | 0.05% | 266 |
|
|
2017
Q1 | $581K | Buy |
7,815
+1,776
| +29% | +$132K | 0.05% | 265 |
|
|
2016
Q4 | $409K | Buy |
6,039
+1,347
| +29% | +$91.2K | 0.04% | 310 |
|
|
2016
Q3 | $312K | Buy |
4,692
+560
| +14% | +$37.2K | 0.03% | 323 |
|
|
2016
Q2 | $276K | Buy |
4,132
+591
| +17% | +$39.5K | 0.03% | 320 |
|
|
2016
Q1 | $215K | Buy |
+3,541
| New | +$215K | 0.03% | 350 |
|