Banque Pictet & Cie’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 | $49.8M | Sell |
227,968
-3,618
| -2% | -$791K | 0.35% | 34 |
|
|
2025
Q1 | $56.5M | Buy |
231,586
+23,248
| +11% | +$5.67M | 0.46% | 27 |
|
|
2024
Q4 | $44.3M | Buy |
+208,338
| New | +$44.3M | 0.3% | 39 |
|
|
2023
Q4 | – | Sell |
-2,621
| Closed | -$499K | – | 401 |
|
|
2023
Q3 | $499K | Sell |
2,621
-2,215
| -46% | -$422K | 0.01% | 340 |
|
|
2023
Q2 | $910K | Buy |
4,836
+837
| +21% | +$157K | 0.01% | 339 |
|
|
2023
Q1 | $666K | Sell |
3,999
-149
| -4% | -$24.8K | 0.01% | 428 |
|
|
2022
Q4 | $686K | Sell |
4,148
-254
| -6% | -$42K | 0.01% | 454 |
|
|
2022
Q3 | $657K | Buy |
+4,402
| New | +$657K | 0.01% | 456 |
|
|
2022
Q1 | – | Sell |
-10,866
| Closed | -$1.89M | – | 647 |
|
|
2021
Q4 | $1.89M | Buy |
10,866
+266
| +3% | +$46.2K | 0.01% | 362 |
|
|
2021
Q3 | $1.61M | Hold |
10,600
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $1.49M | Hold |
10,600
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $1.29M | Hold |
10,600
| – | – | 0.02% | 222 |
|
|
2020
Q4 | $1.24M | Hold |
10,600
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $1.22M | Buy |
10,600
+1,200
| +13% | +$138K | 0.02% | 206 |
|
|
2020
Q2 | $1.01M | Hold |
9,400
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $813K | Hold |
9,400
| – | – | 0.02% | 230 |
|
|
2019
Q4 | $1.05M | Hold |
9,400
| – | – | 0.02% | 230 |
|
|
2019
Q3 | $940K | Hold |
9,400
| – | – | 0.02% | 231 |
|
|
2019
Q2 | $938K | Sell |
9,400
-6,625
| -41% | -$661K | 0.02% | 224 |
|
|
2019
Q1 | $1.51M | Sell |
16,025
-410
| -2% | -$38.5K | 0.03% | 193 |
|
|
2018
Q4 | $1.31M | Buy |
16,435
+6,095
| +59% | +$486K | 0.03% | 200 |
|
|
2018
Q3 | $855K | Buy |
+10,340
| New | +$855K | 0.02% | 243 |
|
|
2018
Q2 | – | Sell |
-48,560
| Closed | -$4.01M | – | 365 |
|
|
2018
Q1 | $4.01M | Hold |
48,560
| – | – | 0.08% | 161 |
|
|
2017
Q4 | $3.95M | Sell |
48,560
-3,970
| -8% | -$323K | 0.08% | 157 |
|
|
2017
Q3 | $4.4M | Buy |
52,530
+300
| +0.6% | +$25.1K | 0.1% | 148 |
|
|
2017
Q2 | $4.07M | Hold |
52,230
| – | – | 0.1% | 147 |
|
|
2017
Q1 | $3.86M | Buy |
+52,230
| New | +$3.86M | 0.1% | 147 |
|