Becker Capital 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 | $3.76M | Sell |
17,201
-170
| -1% | -$37.2K | 0.12% | 109 |
|
2025
Q1 | $4.24M | Buy |
17,371
+130
| +0.8% | +$31.7K | 0.14% | 103 |
|
2024
Q4 | $3.66M | Hold |
17,241
| – | – | 0.12% | 113 |
|
2024
Q3 | $3.85M | Sell |
17,241
-770
| -4% | -$172K | 0.13% | 117 |
|
2024
Q2 | $3.8M | Sell |
18,011
-419
| -2% | -$88.3K | 0.13% | 112 |
|
2024
Q1 | $3.8M | Sell |
18,430
-955
| -5% | -$197K | 0.13% | 107 |
|
2023
Q4 | $3.67M | Sell |
19,385
-540
| -3% | -$102K | 0.13% | 106 |
|
2023
Q3 | $3.79M | Sell |
19,925
-78
| -0.4% | -$14.8K | 0.15% | 104 |
|
2023
Q2 | $3.76M | Sell |
20,003
-1,220
| -6% | -$229K | 0.14% | 102 |
|
2023
Q1 | $3.53M | Sell |
21,223
-694
| -3% | -$116K | 0.14% | 107 |
|
2022
Q4 | $3.63M | Sell |
21,917
-1,320
| -6% | -$218K | 0.17% | 91 |
|
2022
Q3 | $3.47M | Sell |
23,237
-1,280
| -5% | -$191K | 0.18% | 93 |
|
2022
Q2 | $3.81M | Sell |
24,517
-709
| -3% | -$110K | 0.18% | 93 |
|
2022
Q1 | $4.3M | Buy |
25,226
+351
| +1% | +$59.8K | 0.17% | 96 |
|
2021
Q4 | $4.32M | Sell |
24,875
-2,361
| -9% | -$410K | 0.17% | 95 |
|
2021
Q3 | $4.12M | Sell |
27,236
-966
| -3% | -$146K | 0.17% | 98 |
|
2021
Q2 | $3.97M | Buy |
28,202
+878
| +3% | +$124K | 0.17% | 97 |
|
2021
Q1 | $3.33M | Buy |
27,324
+630
| +2% | +$76.7K | 0.15% | 102 |
|
2020
Q4 | $3.12M | Sell |
26,694
-460
| -2% | -$53.8K | 0.15% | 93 |
|
2020
Q3 | $3.12M | Hold |
27,154
| – | – | 0.17% | 87 |
|
2020
Q2 | $2.92M | Sell |
27,154
-445
| -2% | -$47.8K | 0.17% | 87 |
|
2020
Q1 | $2.39M | Sell |
27,599
-75
| -0.3% | -$6.48K | 0.15% | 90 |
|
2019
Q4 | $3.08M | Sell |
27,674
-610
| -2% | -$68K | 0.11% | 87 |
|
2019
Q3 | $2.83M | Sell |
28,284
-350
| -1% | -$35K | 0.11% | 84 |
|
2019
Q2 | $2.86M | Sell |
28,634
-950
| -3% | -$94.8K | 0.1% | 84 |
|
2019
Q1 | $2.78M | Hold |
29,584
| – | – | 0.1% | 87 |
|
2018
Q4 | $2.36M | Sell |
29,584
-18,725
| -39% | -$1.49M | 0.09% | 87 |
|
2018
Q3 | $4M | Sell |
48,309
-710
| -1% | -$58.7K | 0.13% | 85 |
|
2018
Q2 | $4.02M | Sell |
49,019
-7,872
| -14% | -$645K | 0.13% | 83 |
|
2018
Q1 | $4.7M | Sell |
56,891
-3,075
| -5% | -$254K | 0.16% | 83 |
|
2017
Q4 | $4.88M | Sell |
59,966
-733
| -1% | -$59.7K | 0.16% | 80 |
|
2017
Q3 | $5.09M | Sell |
60,699
-588
| -1% | -$49.3K | 0.17% | 80 |
|
2017
Q2 | $4.78M | Sell |
61,287
-4,685
| -7% | -$365K | 0.17% | 78 |
|
2017
Q1 | $4.88M | Sell |
65,972
-2,101
| -3% | -$155K | 0.18% | 78 |
|
2016
Q4 | $4.6M | Sell |
68,073
-2,895
| -4% | -$196K | 0.17% | 84 |
|
2016
Q3 | $4.77M | Sell |
70,968
-687
| -1% | -$46.2K | 0.19% | 82 |
|
2016
Q2 | $4.91M | Sell |
71,655
-2,680
| -4% | -$183K | 0.2% | 78 |
|
2016
Q1 | $4.52M | Sell |
74,335
-1,365
| -2% | -$83K | 0.19% | 76 |
|
2015
Q4 | $4.2M | Buy |
75,700
+1,175
| +2% | +$65.2K | 0.18% | 78 |
|
2015
Q3 | $3.89M | Sell |
74,525
-2,539
| -3% | -$133K | 0.18% | 78 |
|
2015
Q2 | $4.37M | Sell |
77,064
-3,670
| -5% | -$208K | 0.17% | 81 |
|
2015
Q1 | $4.53M | Sell |
80,734
-179,405
| -69% | -$10.1M | 0.18% | 80 |
|
2014
Q4 | $14.9M | Sell |
260,139
-330
| -0.1% | -$18.9K | 0.58% | 60 |
|
2014
Q3 | $13.6M | Sell |
260,469
-24,272
| -9% | -$1.27M | 0.56% | 59 |
|
2014
Q2 | $14.8M | Sell |
284,741
-6,375
| -2% | -$330K | 0.6% | 64 |
|
2014
Q1 | $14.4M | Buy |
291,116
+55,833
| +24% | +$2.75M | 0.59% | 68 |
|
2013
Q4 | $11.4M | Sell |
235,283
-7,097
| -3% | -$343K | 0.47% | 72 |
|
2013
Q3 | $10.6M | Sell |
242,380
-7,232
| -3% | -$315K | 0.48% | 71 |
|
2013
Q2 | $9.97M | Buy |
+249,612
| New | +$9.97M | 0.5% | 66 |
|