AssetMark Inc’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150M | Buy |
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|
2025
Q1 | $161M | Sell |
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|
2024
Q4 | $142M | Buy |
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|
2024
Q3 | $146M | Buy |
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|
2024
Q2 | $135M | Sell |
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|
2024
Q1 | $135M | Sell |
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|
2023
Q4 | $127M | Buy |
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|
2023
Q3 | $126M | Sell |
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|
2023
Q2 | $125M | Buy |
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|
2023
Q1 | $107M | Buy |
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|
2022
Q4 | $104M | Buy |
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|
2022
Q3 | $92.9M | Buy |
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|
2022
Q2 | $93.2M | Sell |
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|
2022
Q1 | $103M | Buy |
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|
2021
Q4 | $96.2M | Buy |
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|
2021
Q3 | $82.6M | Buy |
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|
2021
Q2 | $72.3M | Sell |
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|
2021
Q1 | $65.3M | Sell |
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|
2020
Q4 | $63.3M | Buy |
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|
2020
Q3 | $55M | Buy |
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|
2020
Q2 | $45.2M | Buy |
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|
2020
Q1 | $32.6M | Sell |
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|
2019
Q4 | $55.4M | Buy |
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|
2019
Q3 | $45.9M | Buy |
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|
2019
Q2 | $38.5M | Buy |
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|
2019
Q1 | $35.1M | Buy |
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|
2018
Q4 | $28.4M | Buy |
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|
2018
Q3 | $23.9M | Buy |
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|
2018
Q2 | $23.3M | Buy |
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|
2018
Q1 | $23M | Buy |
|
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|
2017
Q4 | $21.6M | Sell |
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|
2017
Q3 | $23.5M | Buy |
|
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|
2017
Q2 | $20.5M | Buy |
|
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|
2017
Q1 | $18.6M | Buy |
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|
2016
Q4 | $15.1M | Buy |
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|
2016
Q3 | $12.6M | Buy |
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|
2016
Q2 | $8.2M | Buy |
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|
2016
Q1 | $6.64M | Sell |
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|
2015
Q4 | $6.12M | Buy |
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|
2015
Q3 | $5.19M | Buy |
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|
2015
Q2 | $3.54M | Buy |
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|
2015
Q1 | $3.43M | Buy |
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|
2014
Q4 | $3.44M | Sell |
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|
2014
Q3 | $3.15M | Sell |
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|
2014
Q2 | $3.19M | Sell |
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|
2014
Q1 | $5.66M | Sell |
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|
2013
Q4 | $5.79M | Sell |
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|
2013
Q3 | $5.53M | Buy |
|