Badgley Phelps Wealth Managers’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 | $29.1M | Sell |
133,120
-1,196
| -0.9% | -$261K | 0.64% | 42 |
|
|
2025
Q1 | $32.8M | Sell |
134,316
-2,751
| -2% | -$671K | 0.79% | 33 |
|
|
2024
Q4 | $29.1M | Sell |
137,067
-1,107
| -0.8% | -$235K | 0.68% | 40 |
|
|
2024
Q3 | $30.8M | Sell |
138,174
-2,405
| -2% | -$537K | 0.72% | 37 |
|
|
2024
Q2 | $29.6M | Sell |
140,579
-6,017
| -4% | -$1.27M | 0.73% | 37 |
|
|
2024
Q1 | $30.2M | Sell |
146,596
-915
| -0.6% | -$188K | 0.76% | 35 |
|
|
2023
Q4 | $27.9M | Buy |
147,511
+15,743
| +12% | +$2.98M | 0.76% | 39 |
|
|
2023
Q3 | $25.1M | Sell |
131,768
-6,080
| -4% | -$1.16M | 0.85% | 36 |
|
|
2023
Q2 | $25.9M | Sell |
137,848
-742
| -0.5% | -$140K | 0.86% | 37 |
|
|
2023
Q1 | $23.1M | Buy |
138,590
+2,886
| +2% | +$481K | 0.85% | 38 |
|
|
2022
Q4 | $22.5M | Buy |
135,704
+2,084
| +2% | +$345K | 0.9% | 36 |
|
|
2022
Q3 | $19.9M | Buy |
133,620
+4,339
| +3% | +$648K | 0.86% | 35 |
|
|
2022
Q2 | $20.1M | Sell |
129,281
-1,011
| -0.8% | -$157K | 0.82% | 39 |
|
|
2022
Q1 | $22.2M | Sell |
130,292
-870
| -0.7% | -$148K | 0.77% | 46 |
|
|
2021
Q4 | $22.8M | Buy |
131,162
+4,274
| +3% | +$743K | 0.74% | 44 |
|
|
2021
Q3 | $19.2M | Buy |
+126,888
| New | +$19.2M | 0.7% | 49 |
|