Ancora Advisors’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 | $232K | Buy |
1,063
+660
| +164% | +$144K | ﹤0.01% | 684 |
|
|
2025
Q1 | $98.3K | Buy |
403
+2
| +0.5% | +$488 | ﹤0.01% | 850 |
|
|
2024
Q4 | $85.2K | Buy |
401
+2
| +0.5% | +$425 | ﹤0.01% | 867 |
|
|
2024
Q3 | $89K | Buy |
399
+4
| +1% | +$892 | ﹤0.01% | 840 |
|
|
2024
Q2 | $83.2K | Hold |
395
| – | – | ﹤0.01% | 816 |
|
|
2024
Q1 | $81.4K | Hold |
395
| – | – | ﹤0.01% | 827 |
|
|
2023
Q4 | $74.8K | Hold |
395
| – | – | ﹤0.01% | 826 |
|
|
2023
Q3 | $75.2K | Hold |
395
| – | – | ﹤0.01% | 813 |
|
|
2023
Q2 | $74.3K | Hold |
395
| – | – | ﹤0.01% | 808 |
|
|
2023
Q1 | $65.8K | Sell |
395
-7
| -2% | -$1.17K | ﹤0.01% | 828 |
|
|
2022
Q4 | $66K | Buy |
402
+105
| +35% | +$17.2K | ﹤0.01% | 878 |
|
|
2022
Q3 | $44K | Sell |
297
-179
| -38% | -$26.5K | ﹤0.01% | 1092 |
|
|
2022
Q2 | $74K | Buy |
+476
| New | +$74K | ﹤0.01% | 1027 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$2K | – | 2438 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 2179 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$3K | – | 1764 |
|
|
2020
Q4 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 1322 |
|
|
2020
Q3 | – | Sell |
-236
| Closed | -$25K | – | 1388 |
|
|
2020
Q2 | $25K | Buy |
+236
| New | +$25K | ﹤0.01% | 930 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$111K | – | 1401 |
|
|
2019
Q4 | $111K | Buy |
+1,000
| New | +$111K | ﹤0.01% | 746 |
|
|
2018
Q4 | – | Sell |
-1,600
| Closed | -$133K | – | 978 |
|
|
2018
Q3 | $133K | Buy |
+1,600
| New | +$133K | 0.01% | 703 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$68K | – | 907 |
|
|
2016
Q4 | $68K | Buy |
+1,000
| New | +$68K | 0.01% | 725 |
|