AE Wealth 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 | $866K | Buy |
3,959
+446
| +13% | +$97.5K | 0.01% | 763 |
|
|
2025
Q1 | $857K | Buy |
3,513
+506
| +17% | +$123K | 0.01% | 750 |
|
|
2024
Q4 | $639K | Sell |
3,007
-180
| -6% | -$38.2K | 0.01% | 827 |
|
|
2024
Q3 | $711K | Buy |
3,187
+319
| +11% | +$71.2K | 0.01% | 795 |
|
|
2024
Q2 | $604K | Buy |
2,868
+272
| +10% | +$57.3K | 0.01% | 829 |
|
|
2024
Q1 | $535K | Sell |
2,596
-5,584
| -68% | -$1.15M | 0.01% | 801 |
|
|
2023
Q4 | $1.58M | Sell |
8,180
-6,185
| -43% | -$1.19M | 0.01% | 985 |
|
|
2023
Q3 | $2.73M | Buy |
14,365
+4
| +0% | +$761 | 0.02% | 743 |
|
|
2023
Q2 | $2.7M | Buy |
14,361
+555
| +4% | +$104K | 0.02% | 741 |
|
|
2023
Q1 | $2.3M | Sell |
13,806
-9,928
| -42% | -$1.65M | 0.01% | 748 |
|
|
2022
Q4 | $3.93M | Buy |
23,734
+7,813
| +49% | +$1.29M | 0.03% | 540 |
|
|
2022
Q3 | $2.38M | Sell |
15,921
-1,768
| -10% | -$264K | 0.02% | 641 |
|
|
2022
Q2 | $2.75M | Buy |
17,689
+987
| +6% | +$153K | 0.02% | 563 |
|
|
2022
Q1 | $2.85M | Buy |
16,702
+3,042
| +22% | +$518K | 0.02% | 605 |
|
|
2021
Q4 | $2.37M | Buy |
13,660
+1,897
| +16% | +$330K | 0.02% | 643 |
|
|
2021
Q3 | $1.78M | Buy |
11,763
+2
| +0% | +$303 | 0.01% | 679 |
|
|
2021
Q2 | $1.66M | Buy |
11,761
+109
| +0.9% | +$15.3K | 0.01% | 685 |
|
|
2021
Q1 | $1.42M | Buy |
11,652
+7,810
| +203% | +$951K | 0.01% | 667 |
|
|
2020
Q4 | $449K | Sell |
3,842
-4,121
| -52% | -$482K | 0.01% | 998 |
|
|
2020
Q3 | $913K | Sell |
7,963
-3,917
| -33% | -$449K | 0.01% | 660 |
|
|
2020
Q2 | $1.28M | Buy |
11,880
+4,863
| +69% | +$522K | 0.02% | 539 |
|
|
2020
Q1 | $607K | Buy |
7,017
+4,946
| +239% | +$428K | 0.01% | 618 |
|
|
2019
Q4 | $231K | Buy |
2,071
+67
| +3% | +$7.47K | 0.01% | 1017 |
|
|
2019
Q3 | $200K | Buy |
+2,004
| New | +$200K | 0.01% | 922 |
|