Atria Investments’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 | $17.1M | Sell |
78,073
-5,044
| -6% | -$1.1M | 0.2% | 100 |
|
|
2025
Q1 | $20.3M | Sell |
83,117
-5,638
| -6% | -$1.38M | 0.26% | 68 |
|
|
2024
Q4 | $18.9M | Buy |
88,755
+4,902
| +6% | +$1.04M | 0.23% | 77 |
|
|
2024
Q3 | $18.7M | Buy |
83,853
+9,547
| +13% | +$2.13M | 0.23% | 81 |
|
|
2024
Q2 | $15.7M | Buy |
74,306
+8,405
| +13% | +$1.77M | 0.2% | 98 |
|
|
2024
Q1 | $13.6M | Buy |
65,901
+3,887
| +6% | +$801K | 0.19% | 118 |
|
|
2023
Q4 | $11.7M | Buy |
62,014
+2,131
| +4% | +$404K | 0.18% | 129 |
|
|
2023
Q3 | $11.4M | Buy |
59,883
+845
| +1% | +$161K | 0.2% | 107 |
|
|
2023
Q2 | $11.1M | Sell |
59,038
-1,304
| -2% | -$245K | 0.2% | 109 |
|
|
2023
Q1 | $10M | Buy |
60,342
+3,643
| +6% | +$607K | 0.19% | 125 |
|
|
2022
Q4 | $9.38M | Buy |
56,699
+3,061
| +6% | +$507K | 0.19% | 131 |
|
|
2022
Q3 | $8.01M | Sell |
53,638
-3,458
| -6% | -$516K | 0.18% | 139 |
|
|
2022
Q2 | $8.86M | Buy |
57,096
+2,214
| +4% | +$344K | 0.19% | 127 |
|
|
2022
Q1 | $9.35M | Buy |
54,882
+3,712
| +7% | +$633K | 0.16% | 155 |
|
|
2021
Q4 | $8.89M | Buy |
51,170
+4,431
| +9% | +$770K | 0.16% | 154 |
|
|
2021
Q3 | $7.08M | Buy |
46,739
+2,040
| +5% | +$309K | 0.13% | 178 |
|
|
2021
Q2 | $6.29M | Buy |
44,699
+5,927
| +15% | +$834K | 0.12% | 195 |
|
|
2021
Q1 | $4.72M | Buy |
38,772
+5,764
| +17% | +$702K | 0.1% | 220 |
|
|
2020
Q4 | $3.86M | Sell |
33,008
-2,988
| -8% | -$350K | 0.09% | 246 |
|
|
2020
Q3 | $4.13M | Buy |
35,996
+2,138
| +6% | +$245K | 0.13% | 189 |
|
|
2020
Q2 | $3.64M | Buy |
+33,858
| New | +$3.64M | 0.12% | 191 |
|
|
2020
Q1 | – | Sell |
-23,967
| Closed | -$2.67M | – | 948 |
|
|
2019
Q4 | $2.67M | Buy |
23,967
+12,864
| +116% | +$1.43M | 0.07% | 240 |
|
|
2019
Q3 | $1.11M | Buy |
11,103
+490
| +5% | +$49K | 0.04% | 393 |
|
|
2019
Q2 | $1.04M | Buy |
10,613
+2,011
| +23% | +$197K | 0.04% | 398 |
|
|
2019
Q1 | $808K | Buy |
8,602
+1,026
| +14% | +$96.4K | 0.03% | 414 |
|
|
2018
Q4 | $604K | Sell |
7,576
-1,032
| -12% | -$82.3K | 0.03% | 438 |
|
|
2018
Q3 | $712K | Buy |
8,608
+963
| +13% | +$79.7K | 0.03% | 490 |
|
|
2018
Q2 | $627K | Buy |
7,645
+2,048
| +37% | +$168K | 0.03% | 501 |
|
|
2018
Q1 | $462K | Buy |
5,597
+246
| +5% | +$20.3K | 0.02% | 537 |
|
|
2017
Q4 | $435K | Buy |
5,351
+978
| +22% | +$79.5K | 0.02% | 521 |
|
|
2017
Q3 | $367K | Buy |
4,373
+404
| +10% | +$33.9K | 0.02% | 535 |
|
|
2017
Q2 | $309K | Sell |
3,969
-34
| -0.8% | -$2.65K | 0.02% | 549 |
|
|
2017
Q1 | $296K | Buy |
4,003
+54
| +1% | +$3.99K | 0.02% | 520 |
|
|
2016
Q4 | $267K | Buy |
3,949
+231
| +6% | +$15.6K | 0.02% | 508 |
|
|
2016
Q3 | $250K | Sell |
3,718
-86
| -2% | -$5.78K | 0.02% | 449 |
|
|
2016
Q2 | $254K | Buy |
+3,804
| New | +$254K | 0.03% | 394 |
|
|
2015
Q3 | – | Sell |
-7,569
| Closed | -$429K | – | 393 |
|
|
2015
Q2 | $429K | Sell |
7,569
-343
| -4% | -$19.4K | 0.05% | 269 |
|
|
2015
Q1 | $444K | Sell |
7,912
-549
| -6% | -$30.8K | 0.05% | 266 |
|
|
2014
Q4 | $484K | Sell |
8,461
-173
| -2% | -$9.9K | 0.05% | 265 |
|
|
2014
Q3 | $452K | Sell |
8,634
-396
| -4% | -$20.7K | 0.05% | 287 |
|
|
2014
Q2 | $468K | Buy |
9,030
+496
| +6% | +$25.7K | 0.05% | 277 |
|
|
2014
Q1 | $421K | Sell |
8,534
-61
| -0.7% | -$3.01K | 0.04% | 308 |
|
|
2013
Q4 | $416K | Sell |
8,595
-30
| -0.3% | -$1.45K | 0.04% | 321 |
|
|
2013
Q3 | $376K | Buy |
8,625
+22
| +0.3% | +$959 | 0.04% | 326 |
|
|
2013
Q2 | $343K | Buy |
+8,603
| New | +$343K | 0.04% | 260 |
|