Banque Cantonale Vaudoise’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 | $4.01M | Buy |
18,342
+546
| +3% | +$119K | 0.16% | 120 |
|
|
2025
Q1 | $4.34M | Buy |
+17,796
| New | +$4.34M | 0.19% | 100 |
|
|
2024
Q3 | $267K | Sell |
1,197
-1,993
| -62% | -$445K | 0.01% | 456 |
|
|
2024
Q2 | $673K | Sell |
3,190
-10,870
| -77% | -$2.29M | 0.03% | 402 |
|
|
2024
Q1 | $2.9M | Buy |
14,060
+5,701
| +68% | +$1.17M | 0.11% | 188 |
|
|
2023
Q4 | $1.59M | Buy |
8,359
+845
| +11% | +$160K | 0.07% | 270 |
|
|
2023
Q3 | $1.43M | Buy |
7,514
+420
| +6% | +$80K | 0.07% | 231 |
|
|
2023
Q2 | $1.33M | Buy |
7,094
+2,784
| +65% | +$524K | 0.06% | 265 |
|
|
2023
Q1 | $718K | Buy |
4,310
+96
| +2% | +$16K | 0.04% | 373 |
|
|
2022
Q4 | $697K | Sell |
4,214
-13,947
| -77% | -$2.31M | 0.04% | 377 |
|
|
2022
Q3 | $2.71M | Hold |
18,161
| – | – | 0.15% | 123 |
|
|
2022
Q2 | $2.82M | Sell |
18,161
-2,000
| -10% | -$311K | 0.15% | 132 |
|
|
2022
Q1 | $3.44M | Hold |
20,161
| – | – | 0.15% | 126 |
|
|
2021
Q4 | $3.51M | Sell |
20,161
-725
| -3% | -$126K | 0.14% | 142 |
|
|
2021
Q3 | $3.16M | Sell |
20,886
-954
| -4% | -$144K | 0.14% | 146 |
|
|
2021
Q2 | $3.07M | Sell |
21,840
-744
| -3% | -$105K | 0.14% | 158 |
|
|
2021
Q1 | $2.75M | Sell |
22,584
-1,600
| -7% | -$195K | 0.14% | 149 |
|
|
2020
Q4 | $2.83M | Hold |
24,184
| – | – | 0.16% | 134 |
|
|
2020
Q3 | $2.77M | Sell |
24,184
-1,000
| -4% | -$115K | 0.18% | 118 |
|
|
2020
Q2 | $2.7M | Sell |
25,184
-1,249
| -5% | -$134K | 0.2% | 109 |
|
|
2020
Q1 | $2.29M | Buy |
26,433
+1,321
| +5% | +$114K | 0.19% | 107 |
|
|
2019
Q4 | $2.8M | Buy |
+25,112
| New | +$2.8M | 0.19% | 116 |
|