Auxier Asset Management’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 | $7.38M | Sell |
33,764
-209
| -0.6% | -$45.7K | 1.08% | 29 |
|
|
2025
Q1 | $8.29M | Sell |
33,973
-10
| -0% | -$2.44K | 1.24% | 26 |
|
|
2024
Q4 | $7.22M | Sell |
33,983
-1,535
| -4% | -$326K | 1.12% | 28 |
|
|
2024
Q3 | $7.92M | Sell |
35,518
-87
| -0.2% | -$19.4K | 1.17% | 27 |
|
|
2024
Q2 | $7.5M | Sell |
35,605
-8
| -0% | -$1.69K | 1.19% | 25 |
|
|
2024
Q1 | $7.34M | Sell |
35,613
-200
| -0.6% | -$41.2K | 1.12% | 29 |
|
|
2023
Q4 | $6.79M | Sell |
35,813
-317
| -0.9% | -$60.1K | 1.1% | 30 |
|
|
2023
Q3 | $6.88M | Sell |
36,130
-210
| -0.6% | -$40K | 1.17% | 28 |
|
|
2023
Q2 | $6.83M | Buy |
36,340
+1,636
| +5% | +$308K | 1.13% | 29 |
|
|
2023
Q1 | $5.78M | Sell |
34,704
-10
| -0% | -$1.67K | 1% | 33 |
|
|
2022
Q4 | $5.74M | Sell |
34,714
-45
| -0.1% | -$7.45K | 0.99% | 32 |
|
|
2022
Q3 | $5.19M | Sell |
34,759
-70
| -0.2% | -$10.5K | 1% | 31 |
|
|
2022
Q2 | $5.41M | Sell |
34,829
-106
| -0.3% | -$16.5K | 0.97% | 32 |
|
|
2022
Q1 | $5.95M | Sell |
34,935
-9
| -0% | -$1.53K | 0.94% | 33 |
|
|
2021
Q4 | $6.07M | Sell |
34,944
-233
| -0.7% | -$40.5K | 0.94% | 30 |
|
|
2021
Q3 | $5.33M | Sell |
35,177
-185
| -0.5% | -$28K | 0.9% | 34 |
|
|
2021
Q2 | $4.98M | Sell |
35,362
-1,150
| -3% | -$162K | 0.82% | 40 |
|
|
2021
Q1 | $4.45M | Sell |
36,512
-125
| -0.3% | -$15.2K | 0.76% | 44 |
|
|
2020
Q4 | $4.29M | Sell |
36,637
-150
| -0.4% | -$17.6K | 0.8% | 40 |
|
|
2020
Q3 | $4.22M | Sell |
36,787
-75
| -0.2% | -$8.6K | 0.88% | 36 |
|
|
2020
Q2 | $3.96M | Sell |
36,862
-230
| -0.6% | -$24.7K | 0.87% | 36 |
|
|
2020
Q1 | $3.21M | Sell |
37,092
-270
| -0.7% | -$23.3K | 0.8% | 37 |
|
|
2019
Q4 | $4.16M | Hold |
37,362
| – | – | 0.78% | 44 |
|
|
2019
Q3 | $3.74M | Sell |
37,362
-100
| -0.3% | -$10K | 0.75% | 46 |
|
|
2019
Q2 | $3.74M | Sell |
37,462
-50
| -0.1% | -$4.99K | 0.75% | 45 |
|
|
2019
Q1 | $3.52M | Sell |
37,512
-75
| -0.2% | -$7.04K | 0.72% | 46 |
|
|
2018
Q4 | $3M | Hold |
37,587
| – | – | 0.67% | 48 |
|
|
2018
Q3 | $3.11M | Sell |
37,587
-1,350
| -3% | -$112K | 0.59% | 54 |
|
|
2018
Q2 | $3.19M | Sell |
38,937
-2,300
| -6% | -$189K | 0.64% | 50 |
|
|
2018
Q1 | $3.41M | Hold |
41,237
| – | – | 0.68% | 48 |
|
|
2017
Q4 | $3.36M | Sell |
41,237
-150
| -0.4% | -$12.2K | 0.64% | 50 |
|
|
2017
Q3 | $3.47M | Sell |
41,387
-400
| -1% | -$33.5K | 0.7% | 48 |
|
|
2017
Q2 | $3.26M | Sell |
41,787
-150
| -0.4% | -$11.7K | 0.67% | 51 |
|
|
2017
Q1 | $3.1M | Sell |
41,937
-2,150
| -5% | -$159K | 0.65% | 52 |
|
|
2016
Q4 | $2.98M | Sell |
44,087
-3,450
| -7% | -$233K | 0.65% | 53 |
|
|
2016
Q3 | $3.2M | Sell |
47,537
-1,300
| -3% | -$87.4K | 0.72% | 50 |
|
|
2016
Q2 | $3.34M | Hold |
48,837
| – | – | 0.77% | 45 |
|
|
2016
Q1 | $2.97M | Sell |
48,837
-61,200
| -56% | -$3.72M | 0.7% | 48 |
|
|
2015
Q4 | $6.1M | Hold |
110,037
| – | – | 1.38% | 23 |
|
|
2015
Q3 | $5.75M | Sell |
110,037
-4,100
| -4% | -$214K | 1.34% | 26 |
|
|
2015
Q2 | $6.47M | Sell |
114,137
-10,050
| -8% | -$570K | 1.35% | 26 |
|
|
2015
Q1 | $6.97M | Sell |
124,187
-2,784
| -2% | -$156K | 1.41% | 24 |
|
|
2014
Q4 | $7.27M | Sell |
126,971
-450
| -0.4% | -$25.8K | 1.45% | 25 |
|
|
2014
Q3 | $6.67M | Sell |
127,421
-1,000
| -0.8% | -$52.3K | 1.39% | 23 |
|
|
2014
Q2 | $6.66M | Sell |
128,421
-1,300
| -1% | -$67.4K | 1.36% | 25 |
|
|
2014
Q1 | $6.4M | Hold |
129,721
| – | – | 1.36% | 25 |
|
|
2013
Q4 | $6.27M | Sell |
129,721
-2,250
| -2% | -$109K | 1.32% | 28 |
|
|
2013
Q3 | $5.75M | Sell |
131,971
-9,500
| -7% | -$414K | 1.33% | 24 |
|
|
2013
Q2 | $5.65M | Buy |
+141,471
| New | +$5.65M | 1.37% | 24 |
|