AIP
ARS Investment Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Hold |
2,478
| – | – | 0.04% | 114 |
|
|
2025
Q1 | $526K | Hold |
2,478
| – | – | 0.05% | 110 |
|
|
2024
Q4 | $526K | Hold |
2,478
| – | – | 0.05% | 110 |
|
|
2024
Q3 | $553K | Buy |
2,478
+25
| +1% | +$5.58K | 0.05% | 106 |
|
|
2024
Q2 | $517K | Hold |
2,453
| – | – | 0.05% | 104 |
|
|
2024
Q1 | $505K | Hold |
2,453
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $465K | Hold |
2,453
| – | – | 0.05% | 109 |
|
|
2023
Q3 | $467K | Hold |
2,453
| – | – | 0.06% | 100 |
|
|
2023
Q2 | $461K | Hold |
2,453
| – | – | 0.05% | 106 |
|
|
2023
Q1 | $409K | Hold |
2,453
| – | – | 0.05% | 112 |
|
|
2022
Q4 | $406K | Hold |
2,453
| – | – | 0.05% | 98 |
|
|
2022
Q3 | $366K | Sell |
2,453
-137
| -5% | -$20.4K | 0.05% | 113 |
|
|
2022
Q2 | $402K | Buy |
2,590
+137
| +6% | +$21.3K | 0.05% | 109 |
|
|
2022
Q1 | $418K | Hold |
2,453
| – | – | 0.04% | 113 |
|
|
2021
Q4 | $426K | Hold |
2,453
| – | – | 0.04% | 116 |
|
|
2021
Q3 | $371K | Hold |
2,453
| – | – | 0.04% | 117 |
|
|
2021
Q2 | $345K | Sell |
2,453
-100
| -4% | -$14.1K | 0.04% | 114 |
|
|
2021
Q1 | $311K | Hold |
2,553
| – | – | 0.04% | 115 |
|
|
2020
Q4 | $299K | Sell |
2,553
-222
| -8% | -$26K | 0.04% | 98 |
|
|
2020
Q3 | $318K | Hold |
2,775
| – | – | 0.05% | 85 |
|
|
2020
Q2 | $298K | Sell |
2,775
-225
| -8% | -$24.2K | 0.06% | 58 |
|
|
2020
Q1 | $259K | Sell |
3,000
-78,341
| -96% | -$6.76M | 0.06% | 74 |
|
|
2019
Q4 | $9.06M | Sell |
81,341
-1,337
| -2% | -$149K | 1.52% | 24 |
|
|
2019
Q3 | $8.27M | Sell |
82,678
-3,347
| -4% | -$335K | 1.49% | 26 |
|
|
2019
Q2 | $8.58M | Buy |
86,025
+141
| +0.2% | +$14.1K | 1.44% | 24 |
|
|
2019
Q1 | $8.07M | Sell |
85,884
-2,077
| -2% | -$195K | 1.46% | 26 |
|
|
2018
Q4 | $7.02M | Sell |
87,961
-218
| -0.2% | -$17.4K | 1.48% | 23 |
|
|
2018
Q3 | $7.29M | Sell |
88,179
-456
| -0.5% | -$37.7K | 1.13% | 29 |
|
|
2018
Q2 | $7.27M | Buy |
88,635
+95
| +0.1% | +$7.79K | 1.16% | 29 |
|
|
2018
Q1 | $7.31M | Buy |
88,540
+398
| +0.5% | +$32.9K | 0.9% | 36 |
|
|
2017
Q4 | $7.17M | Sell |
88,142
-934
| -1% | -$76K | 0.87% | 33 |
|
|
2017
Q3 | $7.47M | Sell |
89,076
-95
| -0.1% | -$7.96K | 0.96% | 34 |
|
|
2017
Q2 | $6.95M | Sell |
89,171
-1,365
| -2% | -$106K | 0.96% | 32 |
|
|
2017
Q1 | $6.69M | Sell |
90,536
-1,822
| -2% | -$135K | 0.97% | 31 |
|
|
2016
Q4 | $6.24M | Sell |
92,358
-4,636
| -5% | -$313K | 0.96% | 33 |
|
|
2016
Q3 | $6.52M | Sell |
96,994
-68
| -0.1% | -$4.57K | 1.43% | 30 |
|
|
2016
Q2 | $6.65M | Sell |
97,062
-3,306
| -3% | -$226K | 1.49% | 31 |
|
|
2016
Q1 | $6.1M | Buy |
100,368
+332
| +0.3% | +$20.2K | 1.43% | 31 |
|
|
2015
Q4 | $5.55M | Sell |
100,036
-5,126
| -5% | -$284K | 1.3% | 33 |
|
|
2015
Q3 | $5.49M | Buy |
105,162
+3,210
| +3% | +$168K | 1.26% | 37 |
|
|
2015
Q2 | $5.78M | Buy |
+101,952
| New | +$5.78M | 1.06% | 40 |
|