AAM
Advisors Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Buy |
25,972
+3,839
| +17% | +$839K | 0.1% | 267 |
|
|
2025
Q1 | $5.4M | Sell |
22,133
-5,916
| -21% | -$1.44M | 0.1% | 256 |
|
|
2024
Q4 | $5.96M | Sell |
28,049
-6,957
| -20% | -$1.48M | 0.11% | 236 |
|
|
2024
Q3 | $7.81M | Sell |
35,006
-13,701
| -28% | -$3.06M | 0.14% | 174 |
|
|
2024
Q2 | $10.3M | Sell |
48,707
-14,694
| -23% | -$3.1M | 0.2% | 111 |
|
|
2024
Q1 | $13.1M | Sell |
63,401
-15,577
| -20% | -$3.21M | 0.25% | 75 |
|
|
2023
Q4 | $15M | Sell |
78,978
-8,213
| -9% | -$1.56M | 0.31% | 60 |
|
|
2023
Q3 | $16.6M | Sell |
87,191
-10,408
| -11% | -$1.98M | 0.36% | 49 |
|
|
2023
Q2 | $18.4M | Sell |
97,599
-7,759
| -7% | -$1.46M | 0.38% | 47 |
|
|
2023
Q1 | $17.5M | Sell |
105,358
-7,568
| -7% | -$1.26M | 0.36% | 49 |
|
|
2022
Q4 | $18.7M | Sell |
112,926
-7,734
| -6% | -$1.28M | 0.39% | 50 |
|
|
2022
Q3 | $18M | Buy |
120,660
+1,268
| +1% | +$189K | 0.38% | 49 |
|
|
2022
Q2 | $18.5M | Sell |
119,392
-8,569
| -7% | -$1.33M | 0.35% | 55 |
|
|
2022
Q1 | $21.8M | Sell |
127,961
-2,563
| -2% | -$437K | 0.34% | 54 |
|
|
2021
Q4 | $22.7M | Buy |
130,524
+3,003
| +2% | +$522K | 0.32% | 52 |
|
|
2021
Q3 | $19.3M | Sell |
127,521
-20,544
| -14% | -$3.11M | 0.29% | 60 |
|
|
2021
Q2 | $20.8M | Sell |
148,065
-13,274
| -8% | -$1.87M | 0.31% | 58 |
|
|
2021
Q1 | $19.7M | Sell |
161,339
-16,647
| -9% | -$2.03M | 0.31% | 57 |
|
|
2020
Q4 | $20.8M | Sell |
177,986
-11,960
| -6% | -$1.4M | 0.34% | 44 |
|
|
2020
Q3 | $21.8M | Sell |
189,946
-11,750
| -6% | -$1.35M | 0.4% | 39 |
|
|
2020
Q2 | $21.7M | Sell |
201,696
-6,532
| -3% | -$701K | 0.42% | 37 |
|
|
2020
Q1 | $18M | Sell |
208,228
-6,476
| -3% | -$560K | 0.43% | 39 |
|
|
2019
Q4 | $23.9M | Buy |
214,704
+14,271
| +7% | +$1.59M | 0.42% | 36 |
|
|
2019
Q3 | $20.1M | Buy |
200,433
+15,071
| +8% | +$1.51M | 0.37% | 52 |
|
|
2019
Q2 | $18.5M | Buy |
185,362
+9,624
| +5% | +$960K | 0.33% | 64 |
|
|
2019
Q1 | $16.5M | Buy |
175,738
+7,166
| +4% | +$673K | 0.29% | 77 |
|
|
2018
Q4 | $13.4M | Buy |
168,572
+14,789
| +10% | +$1.18M | 0.27% | 89 |
|
|
2018
Q3 | $12.7M | Buy |
153,783
+2,161
| +1% | +$179K | 0.21% | 122 |
|
|
2018
Q2 | $12.4M | Buy |
151,622
+4,057
| +3% | +$333K | 0.21% | 116 |
|
|
2018
Q1 | $12.3M | Buy |
147,565
+5,504
| +4% | +$457K | 0.21% | 116 |
|
|
2017
Q4 | $11.6M | Buy |
142,061
+2,886
| +2% | +$235K | 0.19% | 135 |
|
|
2017
Q3 | $11.7M | Sell |
139,175
-1,523
| -1% | -$128K | 0.2% | 128 |
|
|
2017
Q2 | $11M | Buy |
140,698
+996
| +0.7% | +$77.6K | 0.18% | 135 |
|
|
2017
Q1 | $10.3M | Sell |
139,702
-12,233
| -8% | -$904K | 0.17% | 152 |
|
|
2016
Q4 | $10.3M | Buy |
151,935
+10,216
| +7% | +$690K | 0.17% | 155 |
|
|
2016
Q3 | $9.53M | Buy |
141,719
+11,445
| +9% | +$770K | 0.16% | 188 |
|
|
2016
Q2 | $8.92M | Buy |
130,274
+19,313
| +17% | +$1.32M | 0.14% | 207 |
|
|
2016
Q1 | $6.75M | Buy |
110,961
+29,780
| +37% | +$1.81M | 0.11% | 260 |
|
|
2015
Q4 | $4.5M | Buy |
81,181
+37,258
| +85% | +$2.07M | 0.07% | 394 |
|
|
2015
Q3 | $2.29M | Buy |
43,923
+3,040
| +7% | +$159K | 0.04% | 582 |
|
|
2015
Q2 | $2.32M | Buy |
40,883
+7,008
| +21% | +$397K | 0.03% | 619 |
|
|
2015
Q1 | $1.9M | Buy |
33,875
+2,665
| +9% | +$149K | 0.03% | 682 |
|
|
2014
Q4 | $1.79M | Sell |
31,210
-1,321
| -4% | -$75.6K | 0.02% | 684 |
|
|
2014
Q3 | $1.7M | Sell |
32,531
-354
| -1% | -$18.5K | 0.02% | 663 |
|
|
2014
Q2 | $1.7M | Buy |
32,885
+8,328
| +34% | +$432K | 0.02% | 648 |
|
|
2014
Q1 | $1.21M | Buy |
24,557
+4,974
| +25% | +$245K | 0.02% | 703 |
|
|
2013
Q4 | $947K | Buy |
19,583
+2,167
| +12% | +$105K | 0.02% | 765 |
|
|
2013
Q3 | $758K | Buy |
17,416
+1,282
| +8% | +$55.8K | 0.01% | 762 |
|
|
2013
Q2 | $644K | Buy |
+16,134
| New | +$644K | 0.01% | 768 |
|