Westover Capital Advisors’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 | $410K | Sell |
1,877
-4
| -0.2% | -$875 | 0.08% | 163 |
|
|
2025
Q1 | $459K | Buy |
1,881
+38
| +2% | +$9.27K | 0.1% | 152 |
|
|
2024
Q4 | $391K | Hold |
1,843
| – | – | 0.09% | 165 |
|
|
2024
Q3 | $411K | Hold |
1,843
| – | – | 0.08% | 167 |
|
|
2024
Q2 | $388K | Hold |
1,843
| – | – | 0.1% | 155 |
|
|
2024
Q1 | $380K | Hold |
1,843
| – | – | 0.11% | 130 |
|
|
2023
Q4 | $349K | Buy |
1,843
+53
| +3% | +$10K | 0.11% | 127 |
|
|
2023
Q3 | $341K | Sell |
1,790
-110
| -6% | -$20.9K | 0.12% | 129 |
|
|
2023
Q2 | $357K | Hold |
1,900
| – | – | 0.12% | 122 |
|
|
2023
Q1 | $316K | Hold |
1,900
| – | – | 0.12% | 129 |
|
|
2022
Q4 | $314K | Sell |
1,900
-110
| -5% | -$18.2K | 0.12% | 117 |
|
|
2022
Q3 | $300K | Sell |
2,010
-60
| -3% | -$8.96K | 0.11% | 118 |
|
|
2022
Q2 | $321K | Sell |
2,070
-70
| -3% | -$10.9K | 0.12% | 120 |
|
|
2022
Q1 | $365K | Sell |
2,140
-451
| -17% | -$76.9K | 0.11% | 125 |
|
|
2021
Q4 | $450K | Hold |
2,591
| – | – | 0.13% | 117 |
|
|
2021
Q3 | $392K | Sell |
2,591
-8
| -0.3% | -$1.21K | 0.12% | 113 |
|
|
2021
Q2 | $366K | Sell |
2,599
-15
| -0.6% | -$2.11K | 0.12% | 127 |
|
|
2021
Q1 | $318K | Sell |
2,614
-470
| -15% | -$57.2K | 0.11% | 128 |
|
|
2020
Q4 | $361K | Buy |
3,084
+220
| +8% | +$25.8K | 0.13% | 111 |
|
|
2020
Q3 | $329K | Buy |
+2,864
| New | +$329K | 0.14% | 102 |
|