YHB Investment 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 | $275K | Hold |
1,256
| – | – | 0.02% | 263 |
|
|
2025
Q1 | $307K | Sell |
1,256
-84
| -6% | -$20.5K | 0.03% | 239 |
|
|
2024
Q4 | $285K | Sell |
1,340
-49
| -4% | -$10.4K | 0.02% | 238 |
|
|
2024
Q3 | $310K | Buy |
1,389
+60
| +5% | +$13.4K | 0.03% | 235 |
|
|
2024
Q2 | $280K | Buy |
1,329
+28
| +2% | +$5.9K | 0.02% | 243 |
|
|
2024
Q1 | $268K | Sell |
1,301
-25
| -2% | -$5.15K | 0.02% | 243 |
|
|
2023
Q4 | $251K | Sell |
1,326
-50
| -4% | -$9.47K | 0.02% | 240 |
|
|
2023
Q3 | $262K | Hold |
1,376
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $259K | Hold |
1,376
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $229K | Sell |
1,376
-31
| -2% | -$5.16K | 0.02% | 265 |
|
|
2022
Q4 | $233K | Hold |
1,407
| – | – | 0.02% | 264 |
|
|
2022
Q3 | $210K | Sell |
1,407
-67
| -5% | -$10K | 0.02% | 267 |
|
|
2022
Q2 | $229K | Hold |
1,474
| – | – | 0.02% | 252 |
|
|
2022
Q1 | $251K | Sell |
1,474
-46
| -3% | -$7.83K | 0.02% | 259 |
|
|
2021
Q4 | $264K | Sell |
1,520
-60
| -4% | -$10.4K | 0.02% | 279 |
|
|
2021
Q3 | $239K | Sell |
1,580
-2
| -0.1% | -$303 | 0.02% | 284 |
|
|
2021
Q2 | $223K | Hold |
1,582
| – | – | 0.02% | 281 |
|
|
2021
Q1 | $202K | Buy |
+1,582
| New | +$202K | 0.02% | 290 |
|
|
2020
Q1 | – | Sell |
-1,908
| Closed | -$213K | – | 178 |
|
|
2019
Q4 | $213K | Buy |
+1,908
| New | +$213K | 0.03% | 180 |
|