Ameritas Investment Partners’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 | $1.1M | Sell |
5,016
-27
| -0.5% | -$5.9K | 0.03% | 582 |
|
2025
Q1 | $1.23M | Sell |
5,043
-104
| -2% | -$25.4K | 0.04% | 529 |
|
2024
Q4 | $1.09M | Sell |
5,147
-195
| -4% | -$41.4K | 0.04% | 600 |
|
2024
Q3 | $1.19M | Sell |
5,342
-203
| -4% | -$45.3K | 0.04% | 566 |
|
2024
Q2 | $1.17M | Sell |
5,545
-136
| -2% | -$28.7K | 0.04% | 558 |
|
2024
Q1 | $1.17M | Sell |
5,681
-155
| -3% | -$31.9K | 0.04% | 572 |
|
2023
Q4 | $1.11M | Sell |
5,836
-221
| -4% | -$41.9K | 0.04% | 577 |
|
2023
Q3 | $1.15M | Sell |
6,057
-166
| -3% | -$31.6K | 0.05% | 510 |
|
2023
Q2 | $1.17M | Sell |
6,223
-117
| -2% | -$22K | 0.04% | 520 |
|
2023
Q1 | $1.06M | Buy |
6,340
+1
| +0% | +$167 | 0.04% | 557 |
|
2022
Q4 | $1.1M | Sell |
6,339
-153
| -2% | -$26.5K | 0.04% | 544 |
|
2022
Q3 | $968K | Sell |
6,492
-139
| -2% | -$20.7K | 0.04% | 528 |
|
2022
Q2 | $1.03M | Sell |
6,631
-159
| -2% | -$24.7K | 0.04% | 518 |
|
2022
Q1 | $1.16M | Sell |
6,790
-176
| -3% | -$30K | 0.04% | 561 |
|
2021
Q4 | $1.21M | Sell |
6,966
-203
| -3% | -$35.3K | 0.04% | 557 |
|
2021
Q3 | $1.09M | Sell |
7,169
-209
| -3% | -$31.6K | 0.04% | 579 |
|
2021
Q2 | $1.04M | Buy |
7,378
+1
| +0% | +$141 | 0.04% | 612 |
|
2021
Q1 | $898K | Sell |
7,377
-345
| -4% | -$42K | 0.03% | 632 |
|
2020
Q4 | $903K | Sell |
7,722
-366
| -5% | -$42.8K | 0.04% | 585 |
|
2020
Q3 | $928K | Sell |
8,088
-469
| -5% | -$53.8K | 0.04% | 493 |
|
2020
Q2 | $918K | Sell |
8,557
-15
| -0.2% | -$1.61K | 0.04% | 487 |
|
2020
Q1 | $741K | Sell |
8,572
-293
| -3% | -$25.3K | 0.04% | 483 |
|
2019
Q4 | $987K | Buy |
8,865
+1
| +0% | +$111 | 0.04% | 534 |
|
2019
Q3 | $886K | Sell |
8,864
-236
| -3% | -$23.6K | 0.04% | 548 |
|
2019
Q2 | $907K | Buy |
9,100
+29
| +0.3% | +$2.89K | 0.04% | 556 |
|
2019
Q1 | $852K | Buy |
9,071
+160
| +2% | +$15K | 0.04% | 575 |
|
2018
Q4 | $711K | Sell |
8,911
-327
| -4% | -$26.1K | 0.04% | 599 |
|
2018
Q3 | $764K | Sell |
9,238
-425
| -4% | -$35.1K | 0.04% | 626 |
|
2018
Q2 | $792K | Sell |
9,663
-891
| -8% | -$73K | 0.04% | 620 |
|
2018
Q1 | $872K | Sell |
10,554
-580
| -5% | -$47.9K | 0.04% | 566 |
|
2017
Q4 | $923K | Sell |
11,134
-576
| -5% | -$47.8K | 0.04% | 577 |
|
2017
Q3 | $914K | Hold |
11,710
| – | – | 0.04% | 559 |
|
2017
Q2 | $912K | Sell |
11,710
-137
| -1% | -$10.7K | 0.04% | 560 |
|
2017
Q1 | $875K | Sell |
11,847
-542
| -4% | -$40K | 0.04% | 562 |
|
2016
Q4 | $837K | Hold |
12,389
| – | – | 0.04% | 580 |
|
2016
Q3 | $833K | Buy |
12,389
+2,084
| +20% | +$140K | 0.05% | 565 |
|
2016
Q2 | $705K | Buy |
10,305
+361
| +4% | +$24.7K | 0.05% | 441 |
|
2016
Q1 | $604K | Hold |
9,944
| – | – | 0.04% | 488 |
|
2015
Q4 | $551K | Hold |
9,944
| – | – | 0.04% | 499 |
|
2015
Q3 | $519K | Sell |
9,944
-195
| -2% | -$10.2K | 0.04% | 523 |
|
2015
Q2 | $575K | Hold |
10,139
| – | – | 0.04% | 522 |
|
2015
Q1 | $569K | Hold |
10,139
| – | – | 0.04% | 543 |
|
2014
Q4 | $580K | Hold |
10,139
| – | – | 0.04% | 516 |
|
2014
Q3 | $531K | Sell |
10,139
-604
| -6% | -$31.6K | 0.04% | 537 |
|
2014
Q2 | $557K | Sell |
10,743
-244
| -2% | -$12.7K | 0.04% | 535 |
|
2014
Q1 | $542K | Sell |
10,987
-533
| -5% | -$26.3K | 0.04% | 533 |
|
2013
Q4 | $557K | Sell |
11,520
-185
| -2% | -$8.95K | 0.04% | 530 |
|
2013
Q3 | $510K | Buy |
+11,705
| New | +$510K | 0.05% | 507 |
|