Annex Advisory Services’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 | $16.1M | Buy |
73,440
+10,140
| +16% | +$2.22M | 0.39% | 55 |
|
|
2025
Q1 | $15.4M | Buy |
63,300
+1,288
| +2% | +$314K | 0.44% | 58 |
|
|
2024
Q4 | $13.2M | Buy |
62,012
+2,626
| +4% | +$558K | 0.4% | 58 |
|
|
2024
Q3 | $13.2M | Buy |
59,386
+1,814
| +3% | +$405K | 0.42% | 52 |
|
|
2024
Q2 | $12.1M | Buy |
57,572
+1,423
| +3% | +$300K | 0.43% | 50 |
|
|
2024
Q1 | $11.6M | Buy |
56,149
+966
| +2% | +$199K | 0.41% | 48 |
|
|
2023
Q4 | $10.5M | Buy |
55,183
+1,840
| +3% | +$349K | 0.44% | 48 |
|
|
2023
Q3 | $10.2M | Buy |
53,343
+2,746
| +5% | +$523K | 0.61% | 41 |
|
|
2023
Q2 | $9.52M | Sell |
50,597
-3,020
| -6% | -$568K | 0.53% | 38 |
|
|
2023
Q1 | $8.93M | Buy |
53,617
+35,541
| +197% | +$5.92M | 0.48% | 36 |
|
|
2022
Q4 | $2.99M | Buy |
18,076
+12,520
| +225% | +$2.07M | 0.17% | 75 |
|
|
2022
Q3 | $830K | Sell |
5,556
-589
| -10% | -$88K | 0.06% | 128 |
|
|
2022
Q2 | $954K | Sell |
6,145
-1,184
| -16% | -$184K | 0.07% | 131 |
|
|
2022
Q1 | $1.25M | Sell |
7,329
-431
| -6% | -$73.5K | 0.09% | 118 |
|
|
2021
Q4 | $1.35M | Buy |
7,760
+270
| +4% | +$46.9K | 0.09% | 111 |
|
|
2021
Q3 | $1.13M | Sell |
7,490
-425
| -5% | -$64.3K | 0.09% | 104 |
|
|
2021
Q2 | $1.11M | Sell |
7,915
-259
| -3% | -$36.4K | 0.09% | 109 |
|
|
2021
Q1 | $995K | Sell |
8,174
-625
| -7% | -$76.1K | 0.1% | 112 |
|
|
2020
Q4 | $1.03M | Buy |
+8,799
| New | +$1.03M | 0.1% | 108 |
|