Wealth Enhancement Advisory Services’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
141,029
+37,478
| +36% | +$8.06M | 0.05% | 315 |
|
|
2025
Q1 | $25.3M | Buy |
103,551
+52,218
| +102% | +$12.7M | 0.05% | 339 |
|
|
2024
Q4 | $10.9M | Buy |
51,333
+2,690
| +6% | +$571K | 0.02% | 533 |
|
|
2024
Q3 | $10.9M | Sell |
48,643
-13,329
| -22% | -$2.97M | 0.02% | 489 |
|
|
2024
Q2 | $13.1M | Buy |
61,972
+7,735
| +14% | +$1.63M | 0.03% | 415 |
|
|
2024
Q1 | $11.2M | Buy |
54,237
+8,471
| +19% | +$1.74M | 0.03% | 443 |
|
|
2023
Q4 | $8.67M | Sell |
45,766
-13,665
| -23% | -$2.59M | 0.03% | 475 |
|
|
2023
Q3 | $11.3M | Buy |
59,431
+32,741
| +123% | +$6.23M | 0.04% | 380 |
|
|
2023
Q2 | $5.02M | Buy |
26,690
+23,572
| +756% | +$4.43M | 0.05% | 131 |
|
|
2023
Q1 | $519K | Sell |
3,118
-37,295
| -92% | -$6.21M | 0.01% | 383 |
|
|
2022
Q4 | $6.95M | Buy |
+40,413
| New | +$6.95M | 0.09% | 104 |
|
|
2017
Q2 | – | Sell |
-11,331
| Closed | -$833K | – | 172 |
|
|
2017
Q1 | $833K | Sell |
11,331
-10,298
| -48% | -$757K | 0.09% | 101 |
|
|
2016
Q4 | $1.46M | Buy |
21,629
+7,596
| +54% | +$513K | 0.18% | 69 |
|
|
2016
Q3 | $931K | Buy |
+14,033
| New | +$931K | 0.14% | 91 |
|