Bell Asset 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 | $8.26M | Buy |
37,795
+10,869
| +40% | +$2.38M | 1.82% | 14 |
|
|
2025
Q1 | $6.57M | Sell |
26,926
-5,539
| -17% | -$1.35M | 1.21% | 26 |
|
|
2024
Q4 | $6.9M | Buy |
32,465
+3,595
| +12% | +$764K | 1.26% | 24 |
|
|
2024
Q3 | $6.44M | Sell |
28,870
-17,572
| -38% | -$3.92M | 1.18% | 35 |
|
|
2024
Q2 | $9.79M | Sell |
46,442
-3,931
| -8% | -$828K | 1.37% | 24 |
|
|
2024
Q1 | $10.4M | Buy |
50,373
+11,702
| +30% | +$2.41M | 1.52% | 26 |
|
|
2023
Q4 | $7.33M | Sell |
38,671
-5,032
| -12% | -$953K | 1.12% | 49 |
|
|
2023
Q3 | $8.32M | Sell |
43,703
-2,097
| -5% | -$399K | 1.37% | 35 |
|
|
2023
Q2 | $8.61M | Sell |
45,800
-82
| -0.2% | -$15.4K | 1.47% | 32 |
|
|
2023
Q1 | $7.64M | Sell |
45,882
-286
| -0.6% | -$47.6K | 1.4% | 32 |
|
|
2022
Q4 | $7.64M | Sell |
46,168
-410
| -0.9% | -$67.8K | 1.43% | 31 |
|
|
2022
Q3 | $6.95M | Sell |
46,578
-687
| -1% | -$103K | 1.41% | 39 |
|
|
2022
Q2 | $7.34M | Buy |
47,265
+1,096
| +2% | +$170K | 1.45% | 32 |
|
|
2022
Q1 | $7.87M | Sell |
46,169
-5,788
| -11% | -$986K | 1.35% | 36 |
|
|
2021
Q4 | $9.03M | Sell |
51,957
-6,020
| -10% | -$1.05M | 1.46% | 33 |
|
|
2021
Q3 | $8.78M | Buy |
57,977
+2,258
| +4% | +$342K | 1.5% | 29 |
|
|
2021
Q2 | $7.84M | Sell |
55,719
-5,947
| -10% | -$837K | 1.53% | 26 |
|
|
2021
Q1 | $7.51M | Sell |
61,666
-3,957
| -6% | -$482K | 1.61% | 24 |
|
|
2020
Q4 | $7.68M | Buy |
65,623
+18,155
| +38% | +$2.12M | 1.68% | 23 |
|
|
2020
Q3 | $5.45M | Buy |
47,468
+673
| +1% | +$77.2K | 1.35% | 37 |
|
|
2020
Q2 | $5.02M | Hold |
46,795
| – | – | 1.36% | 35 |
|
|
2020
Q1 | $4.05M | Sell |
46,795
-147
| -0.3% | -$12.7K | 1.26% | 45 |
|
|
2019
Q4 | $5.23M | Sell |
46,942
-47,904
| -51% | -$5.34M | 1.35% | 34 |
|
|
2019
Q3 | $9.49M | Hold |
94,846
| – | – | 1.46% | 31 |
|
|
2019
Q2 | $9.46M | Buy |
94,846
+1,848
| +2% | +$184K | 1.53% | 28 |
|
|
2019
Q1 | $8.73M | Sell |
92,998
-4,619
| -5% | -$434K | 1.5% | 35 |
|
|
2018
Q4 | $7.79M | Buy |
97,617
+12,090
| +14% | +$964K | 1.64% | 24 |
|
|
2018
Q3 | $7.08M | Buy |
85,527
+22,420
| +36% | +$1.85M | 1.47% | 34 |
|
|
2018
Q2 | $5.19M | Buy |
+63,107
| New | +$5.19M | 1.25% | 48 |
|