Wealthcare Advisory Partners’s Marsh & McLennan MMC Stock Holding History

Wealthcare Advisory Partners’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.17M	Sell	9,930 -320	-3%	-$70K	0.05%	310
2025 Q1	$2.5M	Sell	10,250 -46	-0.4%	-$11.2K	0.07%	246
2024 Q4	$2.19M	Buy	10,296 +10	+0.1%	+$2.12K	0.06%	254
2024 Q3	$2.29M	Buy	10,286 +276	+3%	+$61.6K	0.07%	246
2024 Q2	$2.11M	Buy	10,010 +1,169	+13%	+$246K	0.07%	227
2024 Q1	$1.82M	Buy	8,841 +96	+1%	+$19.8K	0.06%	248
2023 Q4	$1.66M	Sell	8,745 -218	-2%	-$41.3K	0.07%	227
2023 Q3	$1.71M	Sell	8,963 -104	-1%	-$19.8K	0.08%	195
2023 Q2	$1.71M	Sell	9,067 -890	-9%	-$167K	0.08%	203
2023 Q1	$1.66M	Buy	9,957 +82	+0.8%	+$13.7K	0.07%	205
2022 Q4	$1.63M	Buy	9,875 +559	+6%	+$92.5K	0.08%	193
2022 Q3	$1.39M	Buy	9,316 +745	+9%	+$111K	0.08%	187
2022 Q2	$1.33M	Buy	8,571 +827	+11%	+$128K	0.08%	168
2022 Q1	$1.32M	Sell	7,744 -23	-0.3%	-$3.92K	0.08%	149
2021 Q4	$1.35M	Buy	7,767 +468	+6%	+$81.3K	0.08%	153
2021 Q3	$1.11M	Buy	7,299 +131	+2%	+$19.8K	0.07%	178
2021 Q2	$1.01M	Buy	7,168 +52	+0.7%	+$7.31K	0.07%	196
2021 Q1	$867K	Sell	7,116 -1,174	-14%	-$143K	0.06%	203
2020 Q4	$970K	Buy	8,290 +190	+2%	+$22.2K	0.09%	152
2020 Q3	$929K	Sell	8,100 -1,016	-11%	-$117K	0.1%	130
2020 Q2	$979K	Sell	9,116 -2,254	-20%	-$242K	0.12%	105
2020 Q1	$983K	Buy	11,370 +9,456	+494%	+$818K	0.14%	91
2019 Q4	$213K	Hold	1,914	–	–	0.03%	288
2019 Q3	$191K	Hold	1,914	–	–	0.03%	281
2019 Q2	$191K	Hold	1,914	–	–	0.03%	276
2019 Q1	$180K	Hold	1,914	–	–	0.03%	253
2018 Q4	$153K	Hold	1,914	–	–	0.03%	250
2018 Q3	$158K	Hold	1,914	–	–	0.03%	258
2018 Q2	$157K	Hold	1,914	–	–	0.03%	253
2018 Q1	$158K	Buy	1,914 +895	+88%	+$73.9K	0.04%	221
2017 Q4	$83K	Hold	1,019	–	–	0.02%	290
2017 Q3	$85K	Buy	1,019 +3	+0.3%	+$250	0.03%	235
2017 Q2	$79K	Hold	1,016	–	–	0.04%	42
2017 Q1	$75K	Hold	1,016	–	–	0.04%	38
2016 Q4	$69K	Hold	1,016	–	–	0.04%	41
2016 Q3	$68K	Hold	1,016	–	–	0.04%	33
2016 Q2	$70K	Buy	+1,016	New	+$70K	0.05%	44