Achmea Investment Management’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 | $6.29M | Sell |
28,750
-7,149
| -20% | -$1.56M | 0.08% | 210 |
|
2025
Q1 | $8.76M | Buy |
35,899
+70
| +0.2% | +$17.1K | 0.13% | 175 |
|
2024
Q4 | $7.61M | Sell |
35,829
-32,646
| -48% | -$6.93M | 0.13% | 183 |
|
2024
Q3 | $15.3M | Buy |
68,475
+32,186
| +89% | +$7.18M | 0.25% | 107 |
|
2024
Q2 | $7.65M | Sell |
36,289
-22,970
| -39% | -$4.84M | 0.14% | 172 |
|
2024
Q1 | $12.2M | Sell |
59,259
-7,995
| -12% | -$1.65M | 0.23% | 114 |
|
2023
Q4 | $12.7M | Sell |
67,254
-6,542
| -9% | -$1.24M | 0.26% | 93 |
|
2023
Q3 | $14M | Buy |
73,796
+5,517
| +8% | +$1.05M | 0.31% | 84 |
|
2023
Q2 | $12.8M | Buy |
68,279
+19,964
| +41% | +$3.75M | 0.27% | 90 |
|
2023
Q1 | $8.05M | Buy |
48,315
+7,415
| +18% | +$1.23M | 0.23% | 113 |
|
2022
Q4 | $6.34M | Buy |
40,900
+115
| +0.3% | +$17.8K | 0.21% | 134 |
|
2022
Q3 | $6.09M | Buy |
40,785
+4,131
| +11% | +$617K | 0.22% | 118 |
|
2022
Q2 | $5.69M | Sell |
36,654
-492
| -1% | -$76.4K | 0.18% | 140 |
|
2022
Q1 | $6.33M | Buy |
+37,146
| New | +$6.33M | 0.16% | 151 |
|
2021
Q4 | – | Sell |
-36,359
| Closed | -$5.51M | – | 439 |
|
2021
Q3 | $5.51M | Sell |
36,359
-9,253
| -20% | -$1.4M | 0.17% | 172 |
|
2021
Q2 | $6.42M | Sell |
45,612
-4,647
| -9% | -$654K | 0.22% | 131 |
|
2021
Q1 | $6.12M | Buy |
50,259
+6,531
| +15% | +$795K | 0.21% | 135 |
|
2020
Q4 | $5.12M | Buy |
43,728
+2,062
| +5% | +$241K | 0.18% | 148 |
|
2020
Q3 | $4.78M | Buy |
+41,666
| New | +$4.78M | 0.2% | 136 |
|
2020
Q1 | – | Sell |
-4,048
| Closed | -$451K | – | 439 |
|
2019
Q4 | $451K | Hold |
4,048
| – | – | 0.02% | 473 |
|
2019
Q3 | $405K | Sell |
4,048
-39,428
| -91% | -$3.94M | 0.02% | 460 |
|
2019
Q2 | $4.34M | Sell |
43,476
-17,710
| -29% | -$1.77M | 0.17% | 155 |
|
2019
Q1 | $5.74M | Buy |
61,186
+7,107
| +13% | +$667K | 0.24% | 106 |
|
2018
Q4 | $4.31M | Sell |
54,079
-4,196
| -7% | -$335K | 0.2% | 120 |
|
2018
Q3 | $4.82M | Sell |
58,275
-16,223
| -22% | -$1.34M | 0.18% | 133 |
|
2018
Q2 | $6.1M | Sell |
74,498
-66,345
| -47% | -$5.43M | 0.21% | 119 |
|
2018
Q1 | $11.6M | Sell |
140,843
-20,013
| -12% | -$1.65M | 0.39% | 65 |
|
2017
Q4 | $13.1M | Buy |
160,856
+52,192
| +48% | +$4.25M | 0.44% | 53 |
|
2017
Q3 | $9.1M | Sell |
108,664
-3,445
| -3% | -$289K | 0.52% | 43 |
|
2017
Q2 | $8.74M | Sell |
112,109
-26,527
| -19% | -$2.07M | 0.52% | 37 |
|
2017
Q1 | $10.2M | Buy |
+138,636
| New | +$10.2M | 0.48% | 42 |
|