AAM
Aureus Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
1,093
+146
| +15% | +$31.9K | 0.02% | 183 |
|
|
2025
Q1 | $231K | Buy |
+947
| New | +$231K | 0.02% | 185 |
|
|
2023
Q3 | – | Sell |
-1,068
| Closed | -$201K | – | 200 |
|
|
2023
Q2 | $201K | Buy |
+1,068
| New | +$201K | 0.02% | 176 |
|
|
2021
Q3 | – | Sell |
-2,880
| Closed | -$405K | – | 228 |
|
|
2021
Q2 | $405K | Buy |
+2,880
| New | +$405K | 0.03% | 156 |
|
|
2021
Q1 | – | Sell |
-174,669
| Closed | -$20.4M | – | 191 |
|
|
2020
Q4 | $20.4M | Sell |
174,669
-2,819
| -2% | -$330K | 1.72% | 27 |
|
|
2020
Q3 | $20.4M | Buy |
177,488
+2,826
| +2% | +$324K | 1.93% | 25 |
|
|
2020
Q2 | $18.8M | Buy |
174,662
+6,509
| +4% | +$699K | 2.04% | 21 |
|
|
2020
Q1 | $14.5M | Sell |
168,153
-243
| -0.1% | -$21K | 2.02% | 24 |
|
|
2019
Q4 | $18.8M | Sell |
168,396
-490
| -0.3% | -$54.6K | 2.1% | 23 |
|
|
2019
Q3 | $16.9M | Buy |
168,886
+465
| +0.3% | +$46.5K | 2.1% | 22 |
|
|
2019
Q2 | $16.8M | Sell |
168,421
-310
| -0.2% | -$30.9K | 2.07% | 24 |
|
|
2019
Q1 | $15.8M | Sell |
168,731
-722
| -0.4% | -$67.8K | 2.1% | 24 |
|
|
2018
Q4 | $13.5M | Buy |
169,453
+6,749
| +4% | +$538K | 2.12% | 20 |
|
|
2018
Q3 | $13.5M | Buy |
162,704
+153,160
| +1,605% | +$12.7M | 1.71% | 29 |
|
|
2018
Q2 | $782K | Buy |
9,544
+6,160
| +182% | +$505K | 0.11% | 89 |
|
|
2018
Q1 | $279K | Sell |
3,384
-1,900
| -36% | -$157K | 0.04% | 150 |
|
|
2017
Q4 | $430K | Hold |
5,284
| – | – | 0.07% | 123 |
|
|
2017
Q3 | $443K | Buy |
5,284
+154
| +3% | +$12.9K | 0.07% | 114 |
|
|
2017
Q2 | $400K | Hold |
5,130
| – | – | 0.07% | 110 |
|
|
2017
Q1 | $378K | Buy |
+5,130
| New | +$378K | 0.07% | 119 |
|