Advisory Services Network’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 | $1.72M | Sell |
8,653
-16
| -0.2% | -$3.19K | 0.03% | 609 |
|
|
2025
Q1 | $2.12M | Sell |
8,669
-170
| -2% | -$41.5K | 0.04% | 484 |
|
|
2024
Q4 | $1.88M | Buy |
8,839
+502
| +6% | +$107K | 0.04% | 514 |
|
|
2024
Q3 | $1.76M | Hold |
8,337
| – | – | 0.04% | 512 |
|
|
2024
Q2 | $1.76M | Buy |
8,337
+271
| +3% | +$57.1K | 0.04% | 512 |
|
|
2024
Q1 | $1.66M | Sell |
8,066
-3,614
| -31% | -$744K | 0.04% | 515 |
|
|
2023
Q4 | $2.21M | Buy |
11,680
+1,622
| +16% | +$307K | 0.05% | 401 |
|
|
2023
Q3 | $1.91M | Buy |
10,058
+285
| +3% | +$54.2K | 0.05% | 429 |
|
|
2023
Q2 | $1.84M | Sell |
9,773
-9
| -0.1% | -$1.69K | 0.05% | 437 |
|
|
2023
Q1 | $1.63M | Sell |
9,782
-357
| -4% | -$59.5K | 0.05% | 470 |
|
|
2022
Q4 | $1.68M | Buy |
10,139
+1,165
| +13% | +$193K | 0.05% | 431 |
|
|
2022
Q3 | $1.34M | Sell |
8,974
-201
| -2% | -$30K | 0.05% | 452 |
|
|
2022
Q2 | $1.43M | Buy |
9,175
+2,515
| +38% | +$391K | 0.05% | 451 |
|
|
2022
Q1 | $1.14M | Sell |
6,660
-4,338
| -39% | -$739K | 0.03% | 589 |
|
|
2021
Q4 | $1.91M | Buy |
10,998
+256
| +2% | +$44.5K | 0.06% | 415 |
|
|
2021
Q3 | $1.63M | Buy |
10,742
+4,733
| +79% | +$717K | 0.05% | 440 |
|
|
2021
Q2 | $845K | Buy |
6,009
+2,634
| +78% | +$370K | 0.03% | 661 |
|
|
2021
Q1 | $412K | Sell |
3,375
-1,064
| -24% | -$130K | 0.02% | 908 |
|
|
2020
Q4 | $519K | Sell |
4,439
-1,020
| -19% | -$119K | 0.02% | 721 |
|
|
2020
Q3 | $626K | Sell |
5,459
-535
| -9% | -$61.4K | 0.03% | 553 |
|
|
2020
Q2 | $643K | Sell |
5,994
-2,147
| -26% | -$230K | 0.04% | 517 |
|
|
2020
Q1 | $704K | Sell |
8,141
-304
| -4% | -$26.3K | 0.05% | 432 |
|
|
2019
Q4 | $940K | Buy |
8,445
+7,589
| +887% | +$845K | 0.05% | 439 |
|
|
2019
Q3 | $85K | Hold |
856
| – | – | 0.01% | 1132 |
|
|
2019
Q2 | $85K | Buy |
856
+450
| +111% | +$44.7K | 0.01% | 1130 |
|
|
2019
Q1 | $38K | Hold |
406
| – | – | ﹤0.01% | 1345 |
|
|
2018
Q4 | $32K | Sell |
406
-73
| -15% | -$5.75K | ﹤0.01% | 1312 |
|
|
2018
Q3 | $40K | Sell |
479
-38
| -7% | -$3.17K | ﹤0.01% | 1314 |
|
|
2018
Q2 | $44K | Sell |
517
-2,054
| -80% | -$175K | ﹤0.01% | 1261 |
|
|
2018
Q1 | $212K | Sell |
2,571
-765
| -23% | -$63.1K | 0.02% | 760 |
|
|
2017
Q4 | $272K | Buy |
3,336
+2,664
| +396% | +$217K | 0.02% | 668 |
|
|
2017
Q3 | $56K | Sell |
672
-71
| -10% | -$5.92K | 0.01% | 1060 |
|
|
2017
Q2 | $58K | Hold |
743
| – | – | 0.01% | 1006 |
|
|
2017
Q1 | $55K | Buy |
+743
| New | +$55K | 0.01% | 965 |
|
|
2016
Q3 | $23K | Buy |
345
+61
| +21% | +$4.07K | ﹤0.01% | 1084 |
|
|
2016
Q2 | $19K | Buy |
284
+256
| +914% | +$17.1K | ﹤0.01% | 1034 |
|
|
2016
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1489 |
|
|
2015
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1350 |
|
|
2015
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1430 |
|
|
2015
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1277 |
|