Bank Julius Baer & Co’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 | $21.6M | Buy |
98,678
+12,831
| +15% | +$2.81M | 0.06% | 144 |
|
|
2025
Q1 | $23.7M | Sell |
85,847
-1,885
| -2% | -$520K | 0.08% | 133 |
|
|
2024
Q4 | $20.6M | Buy |
87,732
+2,612
| +3% | +$612K | 0.06% | 145 |
|
|
2024
Q3 | $22.5M | Sell |
85,120
-2,856
| -3% | -$755K | 0.08% | 122 |
|
|
2024
Q2 | $20.6M | Sell |
87,976
-12,599
| -13% | -$2.95M | 0.08% | 116 |
|
|
2024
Q1 | $20.7M | Buy |
100,575
+6,973
| +7% | +$1.44M | 0.08% | 129 |
|
|
2023
Q4 | $17.7M | Buy |
93,602
+6,340
| +7% | +$1.2M | 0.07% | 148 |
|
|
2023
Q3 | $16.6M | Buy |
87,262
+5,723
| +7% | +$1.09M | 0.1% | 124 |
|
|
2023
Q2 | $15.3M | Buy |
81,539
+9,029
| +12% | +$1.7M | 0.09% | 131 |
|
|
2023
Q1 | $12.1M | Buy |
72,510
+2,494
| +4% | +$415K | 0.08% | 137 |
|
|
2022
Q4 | $11.6M | Buy |
70,016
+5,178
| +8% | +$857K | 0.08% | 140 |
|
|
2022
Q3 | $9.68M | Sell |
64,838
-15,574
| -19% | -$2.33M | 0.07% | 137 |
|
|
2022
Q2 | $12.5M | Buy |
80,412
+3,540
| +5% | +$550K | 0.09% | 120 |
|
|
2022
Q1 | $13.1M | Sell |
76,872
-2,194
| -3% | -$374K | 0.08% | 120 |
|
|
2021
Q4 | $13.7M | Buy |
79,066
+9,959
| +14% | +$1.73M | 0.07% | 139 |
|
|
2021
Q3 | $10.5M | Buy |
69,107
+5,324
| +8% | +$806K | 0.07% | 159 |
|
|
2021
Q2 | $8.97M | Buy |
63,783
+770
| +1% | +$108K | 0.06% | 177 |
|
|
2021
Q1 | $7.68M | Sell |
63,013
-543
| -0.9% | -$66.1K | 0.06% | 168 |
|
|
2020
Q4 | $7.44M | Buy |
63,556
+1,721
| +3% | +$201K | 0.06% | 159 |
|
|
2020
Q3 | $7.09M | Buy |
61,835
+17,142
| +38% | +$1.97M | 0.07% | 134 |
|
|
2020
Q2 | $4.8M | Sell |
44,693
-2,956
| -6% | -$317K | 0.06% | 147 |
|
|
2020
Q1 | $4.12M | Buy |
+47,649
| New | +$4.12M | 0.1% | 104 |
|