Avity Investment 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 | $44M | Buy |
201,301
+60
| +0% | +$13.1K | 3.27% | 9 |
|
|
2025
Q1 | $49.1M | Sell |
201,241
-778
| -0.4% | -$190K | 3.97% | 5 |
|
|
2024
Q4 | $42.9M | Buy |
202,019
+2,266
| +1% | +$481K | 3.36% | 10 |
|
|
2024
Q3 | $44.6M | Sell |
199,753
-938
| -0.5% | -$209K | 3.47% | 10 |
|
|
2024
Q2 | $42.3M | Sell |
200,691
-152
| -0.1% | -$32K | 3.41% | 12 |
|
|
2024
Q1 | $41.4M | Buy |
200,843
+1,673
| +0.8% | +$345K | 3.42% | 12 |
|
|
2023
Q4 | $37.7M | Buy |
199,170
+1,287
| +0.7% | +$244K | 3.38% | 14 |
|
|
2023
Q3 | $37.7M | Sell |
197,883
-5,857
| -3% | -$1.11M | 3.77% | 7 |
|
|
2023
Q2 | $38.3M | Sell |
203,740
-20,619
| -9% | -$3.88M | 3.55% | 8 |
|
|
2023
Q1 | $37.4M | Sell |
224,359
-10,607
| -5% | -$1.77M | 3.64% | 8 |
|
|
2022
Q4 | $38.9M | Sell |
234,966
-5,873
| -2% | -$972K | 3.97% | 7 |
|
|
2022
Q3 | $36M | Sell |
240,839
-17,472
| -7% | -$2.61M | 3.9% | 6 |
|
|
2022
Q2 | $40.1M | Sell |
258,311
-17,562
| -6% | -$2.73M | 4.12% | 4 |
|
|
2022
Q1 | $47M | Sell |
275,873
-10,320
| -4% | -$1.76M | 4.12% | 2 |
|
|
2021
Q4 | $49.7M | Sell |
286,193
-12,811
| -4% | -$2.23M | 3.88% | 3 |
|
|
2021
Q3 | $45.3M | Sell |
299,004
-10,925
| -4% | -$1.65M | 3.82% | 4 |
|
|
2021
Q2 | $43.6M | Sell |
309,929
-3,990
| -1% | -$561K | 3.68% | 5 |
|
|
2021
Q1 | $38.2M | Buy |
313,919
+24,280
| +8% | +$2.96M | 3.46% | 8 |
|
|
2020
Q4 | $33.9M | Buy |
289,639
+20,867
| +8% | +$2.44M | 3.23% | 13 |
|
|
2020
Q3 | $30.8M | Buy |
268,772
+7,830
| +3% | +$898K | 3.21% | 14 |
|
|
2020
Q2 | $28M | Buy |
260,942
+68,650
| +36% | +$7.37M | 3.15% | 14 |
|
|
2020
Q1 | $16.6M | Buy |
192,292
+87,323
| +83% | +$7.55M | 2.31% | 26 |
|
|
2019
Q4 | $11.7M | Buy |
+104,969
| New | +$11.7M | 1.29% | 31 |
|