Allworth Financial’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 | $1.02M | Buy |
4,653
+831
| +22% | +$182K | ﹤0.01% | 634 |
|
|
2025
Q1 | $837K | Sell |
3,822
-75
| -2% | -$16.4K | ﹤0.01% | 566 |
|
|
2024
Q4 | $847K | Sell |
3,897
-115
| -3% | -$25K | ﹤0.01% | 572 |
|
|
2024
Q3 | $895K | Buy |
4,012
+41
| +1% | +$9.15K | 0.01% | 451 |
|
|
2024
Q2 | $861K | Buy |
3,971
+620
| +19% | +$134K | 0.01% | 452 |
|
|
2024
Q1 | $690K | Buy |
3,351
+2,202
| +192% | +$454K | ﹤0.01% | 478 |
|
|
2023
Q4 | $218K | Buy |
1,149
+32
| +3% | +$6.06K | ﹤0.01% | 708 |
|
|
2023
Q3 | $213K | Buy |
1,117
+187
| +20% | +$35.6K | ﹤0.01% | 667 |
|
|
2023
Q2 | $175K | Sell |
930
-1
| -0.1% | -$188 | ﹤0.01% | 737 |
|
|
2023
Q1 | $155K | Buy |
931
+215
| +30% | +$35.8K | ﹤0.01% | 714 |
|
|
2022
Q4 | $118K | Buy |
716
+460
| +180% | +$76.1K | ﹤0.01% | 770 |
|
|
2022
Q3 | $38K | Buy |
256
+17
| +7% | +$2.52K | ﹤0.01% | 1055 |
|
|
2022
Q2 | $37K | Sell |
239
-420
| -64% | -$65K | ﹤0.01% | 1003 |
|
|
2022
Q1 | $112K | Buy |
659
+208
| +46% | +$35.4K | ﹤0.01% | 699 |
|
|
2021
Q4 | $78K | Buy |
451
+102
| +29% | +$17.6K | ﹤0.01% | 732 |
|
|
2021
Q3 | $53K | Buy |
349
+136
| +64% | +$20.7K | ﹤0.01% | 765 |
|
|
2021
Q2 | $30K | Buy |
213
+50
| +31% | +$7.04K | ﹤0.01% | 749 |
|
|
2021
Q1 | $20K | Hold |
163
| – | – | ﹤0.01% | 794 |
|
|
2020
Q4 | $19K | Hold |
163
| – | – | ﹤0.01% | 683 |
|
|
2020
Q3 | $19K | Hold |
163
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $18K | Hold |
163
| – | – | ﹤0.01% | 609 |
|
|
2020
Q1 | $14K | Hold |
163
| – | – | ﹤0.01% | 627 |
|
|
2019
Q4 | $18K | Hold |
163
| – | – | ﹤0.01% | 543 |
|
|
2019
Q3 | $16K | Hold |
163
| – | – | ﹤0.01% | 494 |
|
|
2019
Q2 | $16K | Hold |
163
| – | – | ﹤0.01% | 500 |
|
|
2019
Q1 | $15K | Hold |
163
| – | – | ﹤0.01% | 506 |
|
|
2018
Q4 | $13K | Hold |
163
| – | – | ﹤0.01% | 480 |
|
|
2018
Q3 | $13K | Buy |
163
+97
| +147% | +$7.74K | ﹤0.01% | 514 |
|
|
2018
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 642 |
|
|
2018
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 586 |
|
|
2017
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 548 |
|
|
2017
Q2 | $5K | Sell |
66
-27
| -29% | -$2.05K | ﹤0.01% | 579 |
|
|
2017
Q1 | $7K | Buy |
93
+27
| +41% | +$2.03K | ﹤0.01% | 489 |
|
|
2016
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 514 |
|
|
2016
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 532 |
|
|
2016
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 462 |
|
|
2016
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 477 |
|
|
2015
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 472 |
|
|
2015
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 500 |
|
|
2015
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 464 |
|
|
2015
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 471 |
|