Waverly 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 | $878K | Sell |
4,016
-236
| -6% | -$51.6K | 0.01% | 645 |
|
|
2025
Q1 | $1.04M | Sell |
4,252
-286
| -6% | -$69.8K | 0.01% | 594 |
|
|
2024
Q4 | $964K | Buy |
4,538
+3,183
| +235% | +$676K | 0.01% | 518 |
|
|
2024
Q3 | $302K | Sell |
1,355
-23
| -2% | -$5.13K | 0.01% | 683 |
|
|
2024
Q2 | $290K | Buy |
1,378
+273
| +25% | +$57.5K | 0.01% | 671 |
|
|
2024
Q1 | $228K | Hold |
1,105
| – | – | 0.01% | 630 |
|
|
2023
Q4 | $209K | Buy |
1,105
+10
| +0.9% | +$1.9K | 0.01% | 417 |
|
|
2023
Q3 | $208K | Buy |
+1,095
| New | +$208K | 0.01% | 384 |
|
|
2021
Q4 | – | Sell |
-1,335
| Closed | -$220K | – | 212 |
|
|
2021
Q3 | $220K | Buy |
+1,335
| New | +$220K | 0.02% | 196 |
|
|
2018
Q4 | – | Sell |
-2,548
| Closed | -$211K | – | 175 |
|
|
2018
Q3 | $211K | Hold |
2,548
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $209K | Hold |
2,548
| – | – | 0.03% | 174 |
|
|
2018
Q1 | $210K | Sell |
2,548
-4,269
| -63% | -$352K | 0.03% | 165 |
|
|
2017
Q4 | $555K | Buy |
6,817
+583
| +9% | +$47.5K | 0.08% | 138 |
|
|
2017
Q3 | $522K | Hold |
6,234
| – | – | 0.11% | 133 |
|
|
2017
Q2 | $486K | Sell |
6,234
-211
| -3% | -$16.4K | 0.12% | 133 |
|
|
2017
Q1 | $476K | Buy |
6,445
+2,000
| +45% | +$148K | 0.13% | 134 |
|
|
2016
Q4 | $300K | Buy |
4,445
+140
| +3% | +$9.45K | 0.11% | 81 |
|
|
2016
Q3 | $290K | Hold |
4,305
| – | – | 0.12% | 72 |
|
|
2016
Q2 | $295K | Sell |
4,305
-400
| -9% | -$27.4K | 0.13% | 61 |
|
|
2016
Q1 | $286K | Sell |
4,705
-500
| -10% | -$30.4K | 0.18% | 59 |
|
|
2015
Q4 | $289K | Buy |
5,205
+4,729
| +993% | +$263K | 0.13% | 93 |
|
|
2015
Q3 | $25K | Buy |
+476
| New | +$25K | 0.02% | 228 |
|
|
2014
Q4 | – | Sell |
-228
| Closed | -$12K | – | 575 |
|
|
2014
Q3 | $12K | Hold |
228
| – | – | 0.01% | 434 |
|
|
2014
Q2 | $12K | Hold |
228
| – | – | 0.01% | 409 |
|
|
2014
Q1 | $11K | Sell |
228
-500
| -69% | -$24.1K | 0.01% | 403 |
|
|
2013
Q4 | $35K | Buy |
728
+228
| +46% | +$11K | 0.01% | 373 |
|
|
2013
Q3 | $22K | Buy |
+500
| New | +$22K | 0.01% | 345 |
|