Bartlett & Co Wealth Management’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 | $2.27M | Sell |
10,378
-63
| -0.6% | -$13.8K | 0.03% | 183 |
|
|
2025
Q1 | $2.55M | Buy |
10,441
+21
| +0.2% | +$5.13K | 0.04% | 171 |
|
|
2024
Q4 | $2.21M | Buy |
10,420
+1,052
| +11% | +$223K | 0.03% | 187 |
|
|
2024
Q3 | $2.09M | Sell |
9,368
-4
| -0% | -$892 | 0.03% | 195 |
|
|
2024
Q2 | $1.97M | Buy |
9,372
+961
| +11% | +$203K | 0.03% | 198 |
|
|
2024
Q1 | $1.73M | Hold |
8,411
| – | – | 0.03% | 212 |
|
|
2023
Q4 | $1.59M | Hold |
8,411
| – | – | 0.03% | 225 |
|
|
2023
Q3 | $1.6M | Sell |
8,411
-103
| -1% | -$19.6K | 0.03% | 213 |
|
|
2023
Q2 | $1.6M | Hold |
8,514
| – | – | 0.03% | 219 |
|
|
2023
Q1 | $1.42M | Hold |
8,514
| – | – | 0.03% | 202 |
|
|
2022
Q4 | $1.41M | Sell |
8,514
-9
| -0.1% | -$1.49K | 0.03% | 201 |
|
|
2022
Q3 | $1.27M | Buy |
8,523
+1,222
| +17% | +$182K | 0.03% | 198 |
|
|
2022
Q2 | $1.13M | Buy |
7,301
+33
| +0.5% | +$5.12K | 0.02% | 208 |
|
|
2022
Q1 | $1.24M | Sell |
7,268
-36
| -0.5% | -$6.14K | 0.02% | 212 |
|
|
2021
Q4 | $1.27M | Sell |
7,304
-221
| -3% | -$38.4K | 0.02% | 215 |
|
|
2021
Q3 | $1.14M | Buy |
7,525
+652
| +9% | +$98.7K | 0.02% | 199 |
|
|
2021
Q2 | $967K | Hold |
6,873
| – | – | 0.02% | 207 |
|
|
2021
Q1 | $837K | Hold |
6,873
| – | – | 0.02% | 215 |
|
|
2020
Q4 | $804K | Buy |
6,873
+1,163
| +20% | +$136K | 0.02% | 216 |
|
|
2020
Q3 | $655K | Hold |
5,710
| – | – | 0.02% | 221 |
|
|
2020
Q2 | $613K | Hold |
5,710
| – | – | 0.02% | 222 |
|
|
2020
Q1 | $494K | Sell |
5,710
-1,188
| -17% | -$103K | 0.02% | 229 |
|
|
2019
Q4 | $769K | Buy |
6,898
+3
| +0% | +$334 | 0.02% | 225 |
|
|
2019
Q3 | $690K | Buy |
6,895
+1,538
| +29% | +$154K | 0.02% | 226 |
|
|
2019
Q2 | $534K | Buy |
5,357
+12
| +0.2% | +$1.2K | 0.02% | 200 |
|
|
2019
Q1 | $502K | Sell |
5,345
-19
| -0.4% | -$1.78K | 0.02% | 202 |
|
|
2018
Q4 | $428K | Hold |
5,364
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $444K | Sell |
5,364
-154
| -3% | -$12.7K | 0.02% | 211 |
|
|
2018
Q2 | $452K | Sell |
5,518
-129
| -2% | -$10.6K | 0.02% | 209 |
|
|
2018
Q1 | $466K | Buy |
+5,647
| New | +$466K | 0.02% | 202 |
|