Bailard’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 | $335K | Sell |
1,530
-41
| -3% | -$8.96K | 0.01% | 574 |
|
|
2025
Q1 | $383K | Buy |
1,571
+1
| +0.1% | +$244 | 0.01% | 514 |
|
|
2024
Q4 | $333K | Buy |
1,570
+33
| +2% | +$7.01K | 0.01% | 542 |
|
|
2024
Q3 | $343K | Buy |
1,537
+7
| +0.5% | +$1.56K | 0.01% | 530 |
|
|
2024
Q2 | $322K | Sell |
1,530
-6
| -0.4% | -$1.26K | 0.01% | 532 |
|
|
2024
Q1 | $316K | Sell |
1,536
-19
| -1% | -$3.91K | 0.01% | 556 |
|
|
2023
Q4 | $295K | Hold |
1,555
| – | – | 0.01% | 558 |
|
|
2023
Q3 | $296K | Sell |
1,555
-24
| -2% | -$4.57K | 0.01% | 541 |
|
|
2023
Q2 | $297K | Sell |
1,579
-29
| -2% | -$5.45K | 0.01% | 512 |
|
|
2023
Q1 | $268K | Buy |
1,608
+53
| +3% | +$8.83K | 0.01% | 541 |
|
|
2022
Q4 | $257K | Hold |
1,555
| – | – | 0.01% | 564 |
|
|
2022
Q3 | $232K | Sell |
1,555
-60
| -4% | -$8.95K | 0.01% | 534 |
|
|
2022
Q2 | $251K | Buy |
1,615
+60
| +4% | +$9.33K | 0.01% | 539 |
|
|
2022
Q1 | $265K | Hold |
1,555
| – | – | 0.01% | 583 |
|
|
2021
Q4 | $270K | Hold |
1,555
| – | – | 0.01% | 566 |
|
|
2021
Q3 | $235K | Hold |
1,555
| – | – | 0.01% | 625 |
|
|
2021
Q2 | $219K | Buy |
+1,555
| New | +$219K | 0.01% | 648 |
|