Ballentine Partners’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 | $2.15M | Buy |
9,855
+316
| +3% | +$69.1K | 0.03% | 184 |
|
|
2025
Q1 | $2.33M | Sell |
9,539
-242
| -2% | -$59.1K | 0.04% | 166 |
|
|
2024
Q4 | $2.08M | Buy |
9,781
+574
| +6% | +$122K | 0.04% | 164 |
|
|
2024
Q3 | $2.05M | Buy |
9,207
+591
| +7% | +$132K | 0.04% | 170 |
|
|
2024
Q2 | $1.82M | Buy |
8,616
+897
| +12% | +$189K | 0.03% | 171 |
|
|
2024
Q1 | $1.59M | Sell |
7,719
-69
| -0.9% | -$14.2K | 0.03% | 181 |
|
|
2023
Q4 | $1.48M | Buy |
7,788
+607
| +8% | +$115K | 0.03% | 183 |
|
|
2023
Q3 | $1.37M | Buy |
7,181
+1,504
| +26% | +$286K | 0.03% | 161 |
|
|
2023
Q2 | $1.07M | Buy |
5,677
+384
| +7% | +$72.2K | 0.02% | 193 |
|
|
2023
Q1 | $882K | Buy |
5,293
+1,711
| +48% | +$285K | 0.02% | 215 |
|
|
2022
Q4 | $593K | Sell |
3,582
-1
| -0% | -$165 | 0.02% | 249 |
|
|
2022
Q3 | $535K | Buy |
3,583
+790
| +28% | +$118K | 0.02% | 236 |
|
|
2022
Q2 | $433K | Buy |
2,793
+66
| +2% | +$10.2K | 0.02% | 259 |
|
|
2022
Q1 | $465K | Buy |
2,727
+95
| +4% | +$16.2K | 0.01% | 267 |
|
|
2021
Q4 | $457K | Sell |
2,632
-4
| -0.2% | -$695 | 0.01% | 289 |
|
|
2021
Q3 | $399K | Buy |
2,636
+5
| +0.2% | +$757 | 0.01% | 276 |
|
|
2021
Q2 | $371K | Sell |
2,631
-89
| -3% | -$12.6K | 0.01% | 282 |
|
|
2021
Q1 | $331K | Sell |
2,720
-140
| -5% | -$17K | 0.01% | 283 |
|
|
2020
Q4 | $335K | Buy |
2,860
+198
| +7% | +$23.2K | 0.01% | 265 |
|
|
2020
Q3 | $306K | Sell |
2,662
-23
| -0.9% | -$2.64K | 0.01% | 290 |
|
|
2020
Q2 | $289K | Sell |
2,685
-51
| -2% | -$5.49K | 0.01% | 283 |
|
|
2020
Q1 | $237K | Buy |
2,736
+410
| +18% | +$35.5K | 0.01% | 290 |
|
|
2019
Q4 | $259K | Hold |
2,326
| – | – | 0.01% | 330 |
|
|
2019
Q3 | $232K | Buy |
2,326
+185
| +9% | +$18.5K | 0.01% | 344 |
|
|
2019
Q2 | $214K | Buy |
+2,141
| New | +$214K | 0.01% | 351 |
|