Wealthspire Advisors (New York)’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 | $507K | Sell |
2,319
-1,219
| -34% | -$266K | ﹤0.01% | 536 |
|
|
2025
Q1 | $863K | Buy |
3,538
+153
| +5% | +$37.3K | 0.01% | 407 |
|
|
2024
Q4 | $719K | Buy |
3,385
+222
| +7% | +$47.2K | 0.01% | 430 |
|
|
2024
Q3 | $706K | Buy |
3,163
+627
| +25% | +$140K | 0.01% | 431 |
|
|
2024
Q2 | $534K | Sell |
2,536
-281
| -10% | -$59.2K | 0.01% | 419 |
|
|
2024
Q1 | $580K | Sell |
2,817
-210
| -7% | -$43.3K | 0.01% | 399 |
|
|
2023
Q4 | $574K | Buy |
3,027
+214
| +8% | +$40.5K | 0.01% | 397 |
|
|
2023
Q3 | $535K | Buy |
2,813
+1,613
| +134% | +$307K | 0.01% | 379 |
|
|
2023
Q2 | $226K | Buy |
+1,200
| New | +$226K | ﹤0.01% | 508 |
|
|
2023
Q1 | – | Sell |
-2,529
| Closed | -$418K | – | 574 |
|
|
2022
Q4 | $418K | Buy |
+2,529
| New | +$418K | 0.01% | 401 |
|
|
2022
Q3 | – | Sell |
-1,564
| Closed | -$243K | – | 535 |
|
|
2022
Q2 | $243K | Buy |
+1,564
| New | +$243K | 0.01% | 444 |
|
|
2022
Q1 | – | Sell |
-1,718
| Closed | -$299K | – | 503 |
|
|
2021
Q4 | $299K | Sell |
1,718
-8,828
| -84% | -$1.54M | 0.01% | 423 |
|
|
2021
Q3 | $1.6M | Buy |
+10,546
| New | +$1.6M | 0.03% | 189 |
|
|
2021
Q2 | – | Sell |
-6,419
| Closed | -$782K | – | 551 |
|
|
2021
Q1 | $782K | Buy |
6,419
+2,035
| +46% | +$248K | 0.02% | 306 |
|
|
2020
Q4 | $513K | Buy |
4,384
+1,237
| +39% | +$145K | 0.02% | 302 |
|
|
2020
Q3 | $361K | Buy |
3,147
+84
| +3% | +$9.64K | 0.02% | 215 |
|
|
2020
Q2 | $329K | Sell |
3,063
-4,318
| -59% | -$464K | 0.02% | 193 |
|
|
2020
Q1 | $638K | Buy |
+7,381
| New | +$638K | 0.03% | 259 |
|
|
2019
Q1 | – | Sell |
-332
| Closed | -$26K | – | 512 |
|
|
2018
Q4 | $26K | Buy |
+332
| New | +$26K | ﹤0.01% | 287 |
|