WPA
West Paces Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
5,463
+54
| +1% | +$11.8K | 0.25% | 48 |
|
|
2025
Q1 | $1.32M | Buy |
5,409
+145
| +3% | +$35.4K | 0.3% | 43 |
|
|
2024
Q4 | $1.12M | Sell |
5,264
-33
| -0.6% | -$7.01K | 0.27% | 46 |
|
|
2024
Q3 | $1.18M | Buy |
5,297
+188
| +4% | +$41.9K | 0.29% | 47 |
|
|
2024
Q2 | $1.08M | Sell |
5,109
-35
| -0.7% | -$7.38K | 0.28% | 49 |
|
|
2024
Q1 | $1.06M | Sell |
5,144
-513
| -9% | -$106K | 0.28% | 43 |
|
|
2023
Q4 | $1.07M | Sell |
5,657
-14
| -0.2% | -$2.65K | 0.3% | 42 |
|
|
2023
Q3 | $1.08M | Sell |
5,671
-209
| -4% | -$39.8K | 0.34% | 42 |
|
|
2023
Q2 | $1.11M | Sell |
5,880
-55
| -0.9% | -$10.3K | 0.33% | 45 |
|
|
2023
Q1 | $988K | Buy |
5,935
+39
| +0.7% | +$6.5K | 0.31% | 44 |
|
|
2022
Q4 | $976K | Sell |
5,896
-39
| -0.7% | -$6.45K | 0.31% | 47 |
|
|
2022
Q3 | $886K | Sell |
5,935
-237
| -4% | -$35.4K | 0.32% | 47 |
|
|
2022
Q2 | $958K | Sell |
6,172
-8
| -0.1% | -$1.24K | 0.33% | 47 |
|
|
2022
Q1 | $1.05M | Buy |
6,180
+155
| +3% | +$26.4K | 0.33% | 47 |
|
|
2021
Q4 | $1.05M | Sell |
6,025
-818
| -12% | -$142K | 0.33% | 48 |
|
|
2021
Q3 | $1.04M | Sell |
6,843
-229
| -3% | -$34.7K | 0.36% | 45 |
|
|
2021
Q2 | $995K | Sell |
7,072
-389
| -5% | -$54.7K | 0.37% | 46 |
|
|
2021
Q1 | $909K | Buy |
7,461
+214
| +3% | +$26.1K | 0.37% | 50 |
|
|
2020
Q4 | $848K | Sell |
7,247
-543
| -7% | -$63.5K | 0.38% | 50 |
|
|
2020
Q3 | $894K | Sell |
7,790
-116
| -1% | -$13.3K | 0.46% | 39 |
|
|
2020
Q2 | $849K | Sell |
7,906
-170
| -2% | -$18.3K | 0.46% | 40 |
|
|
2020
Q1 | $698K | Sell |
8,076
-727
| -8% | -$62.9K | 0.44% | 41 |
|
|
2019
Q4 | $981K | Sell |
8,803
-129
| -1% | -$14.4K | 0.53% | 37 |
|
|
2019
Q3 | $894K | Sell |
8,932
-24
| -0.3% | -$2.4K | 0.53% | 43 |
|
|
2019
Q2 | $893K | Sell |
8,956
-320
| -3% | -$31.9K | 0.56% | 36 |
|
|
2019
Q1 | $871K | Buy |
9,276
+4
| +0% | +$376 | 0.61% | 36 |
|
|
2018
Q4 | $739K | Sell |
9,272
-42
| -0.5% | -$3.35K | 0.57% | 43 |
|
|
2018
Q3 | $770K | Buy |
9,314
+1,554
| +20% | +$129K | 0.55% | 41 |
|
|
2018
Q2 | $636K | Buy |
7,760
+132
| +2% | +$10.8K | 0.48% | 52 |
|
|
2018
Q1 | $630K | Buy |
7,628
+287
| +4% | +$23.7K | 0.47% | 49 |
|
|
2017
Q4 | $597K | Buy |
7,341
+1,401
| +24% | +$114K | 0.44% | 55 |
|
|
2017
Q3 | $498K | Sell |
5,940
-20
| -0.3% | -$1.68K | 0.38% | 63 |
|
|
2017
Q2 | $465K | Buy |
5,960
+3,872
| +185% | +$302K | 0.37% | 68 |
|
|
2017
Q1 | $154K | Hold |
2,088
| – | – | 0.12% | 114 |
|
|
2016
Q4 | $141K | Buy |
+2,088
| New | +$141K | 0.13% | 124 |
|