Asset Dedication LLC’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 | $33.7K | Buy |
154
+35
| +29% | +$7.65K | ﹤0.01% | 586 |
|
|
2025
Q1 | $29K | Sell |
119
-5
| -4% | -$1.22K | ﹤0.01% | 574 |
|
|
2024
Q4 | $26.3K | Hold |
124
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $27.7K | Buy |
124
+9
| +8% | +$2.01K | ﹤0.01% | 618 |
|
|
2024
Q2 | $24.2K | Hold |
115
| – | – | ﹤0.01% | 631 |
|
|
2024
Q1 | $24K | Hold |
115
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $22K | Hold |
115
| – | – | ﹤0.01% | 557 |
|
|
2023
Q3 | $22K | Buy |
115
+27
| +31% | +$5.17K | ﹤0.01% | 545 |
|
|
2023
Q2 | $17K | Hold |
88
| – | – | ﹤0.01% | 590 |
|
|
2023
Q1 | $15K | Hold |
88
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $15K | Buy |
88
+5
| +6% | +$852 | ﹤0.01% | 599 |
|
|
2022
Q3 | $12K | Buy |
+83
| New | +$12K | ﹤0.01% | 601 |
|
|
2022
Q2 | – | Sell |
-83
| Closed | -$14K | – | 794 |
|
|
2022
Q1 | $14K | Sell |
83
-62
| -43% | -$10.5K | ﹤0.01% | 613 |
|
|
2021
Q4 | $25K | Hold |
145
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $22K | Buy |
145
+83
| +134% | +$12.6K | ﹤0.01% | 545 |
|
|
2021
Q2 | $9K | Hold |
62
| – | – | ﹤0.01% | 642 |
|
|
2021
Q1 | $8K | Hold |
62
| – | – | ﹤0.01% | 525 |
|
|
2020
Q4 | $7K | Hold |
62
| – | – | ﹤0.01% | 599 |
|
|
2020
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 575 |
|
|
2020
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 500 |
|
|
2020
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 517 |
|
|
2019
Q4 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 508 |
|
|
2016
Q2 | – | Sell |
-12
| Closed | -$1K | – | 412 |
|
|
2016
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 398 |
|
|
2015
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 621 |
|