WFA
WestHill Financial Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
2,132
| – | – | 0.1% | 44 |
|
|
2025
Q1 | $520K | Sell |
2,132
-10
| -0.5% | -$2.44K | 0.12% | 38 |
|
|
2024
Q4 | $455K | Hold |
2,142
| – | – | 0.1% | 45 |
|
|
2024
Q3 | $478K | Buy |
2,142
+44
| +2% | +$9.82K | 0.11% | 44 |
|
|
2024
Q2 | $442K | Sell |
2,098
-1,065
| -34% | -$224K | 0.11% | 43 |
|
|
2024
Q1 | $652K | Buy |
3,163
+2,013
| +175% | +$415K | 0.16% | 31 |
|
|
2023
Q4 | $218K | Sell |
1,150
-41
| -3% | -$7.77K | 0.06% | 65 |
|
|
2023
Q3 | $227K | Sell |
1,191
-42
| -3% | -$7.99K | 0.07% | 60 |
|
|
2023
Q2 | $232K | Sell |
1,233
-83
| -6% | -$15.6K | 0.07% | 57 |
|
|
2023
Q1 | $219K | Hold |
1,316
| – | – | 0.07% | 59 |
|
|
2022
Q4 | $218K | Buy |
+1,316
| New | +$218K | 0.07% | 56 |
|
|
2022
Q3 | – | Sell |
-1,316
| Closed | -$204K | – | 114 |
|
|
2022
Q2 | $204K | Sell |
1,316
-19
| -1% | -$2.95K | 0.07% | 62 |
|
|
2022
Q1 | $228K | Sell |
1,335
-26
| -2% | -$4.44K | 0.07% | 64 |
|
|
2021
Q4 | $237K | Hold |
1,361
| – | – | 0.07% | 66 |
|
|
2021
Q3 | $206K | Buy |
+1,361
| New | +$206K | 0.06% | 60 |
|