Benjamin F. Edwards & Company’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.75M | Buy |
17,774
+14
| +0.1% | +$2.95K | 0.07% | 273 |
|
|
2024
Q1 | $3.66M | Sell |
17,760
-73
| -0.4% | -$15K | 0.07% | 252 |
|
|
2023
Q4 | $3.38M | Buy |
17,833
+3,834
| +27% | +$726K | 0.07% | 247 |
|
|
2023
Q3 | $2.66M | Sell |
13,999
-1,126
| -7% | -$214K | 0.1% | 193 |
|
|
2023
Q2 | $2.85M | Sell |
15,125
-2,227
| -13% | -$419K | 0.11% | 191 |
|
|
2023
Q1 | $2.89M | Buy |
17,352
+434
| +3% | +$72.3K | 0.12% | 176 |
|
|
2022
Q4 | $2.8M | Sell |
16,918
-886
| -5% | -$147K | 0.13% | 169 |
|
|
2022
Q3 | $2.66M | Buy |
17,804
+4,801
| +37% | +$717K | 0.13% | 159 |
|
|
2022
Q2 | $2.02M | Buy |
13,003
+104
| +0.8% | +$16.1K | 0.1% | 207 |
|
|
2022
Q1 | $2.2M | Sell |
12,899
-4,709
| -27% | -$802K | 0.1% | 211 |
|
|
2021
Q4 | $3.06M | Buy |
17,608
+9,566
| +119% | +$1.66M | 0.14% | 167 |
|
|
2021
Q3 | $1.22M | Buy |
8,042
+308
| +4% | +$46.6K | 0.06% | 297 |
|
|
2021
Q2 | $1.09M | Buy |
7,734
+109
| +1% | +$15.3K | 0.06% | 319 |
|
|
2021
Q1 | $929K | Buy |
7,625
+360
| +5% | +$43.9K | 0.05% | 345 |
|
|
2020
Q4 | $850K | Sell |
7,265
-90
| -1% | -$10.5K | 0.05% | 331 |
|
|
2020
Q3 | $844K | Buy |
7,355
+706
| +11% | +$81K | 0.06% | 298 |
|
|
2020
Q2 | $714K | Buy |
6,649
+3,084
| +87% | +$331K | 0.05% | 311 |
|
|
2020
Q1 | $308K | Buy |
3,565
+217
| +6% | +$18.7K | 0.03% | 422 |
|
|
2019
Q4 | $373K | Hold |
3,348
| – | – | 0.03% | 453 |
|
|
2019
Q3 | $335K | Buy |
3,348
+2,975
| +798% | +$298K | 0.03% | 448 |
|
|
2019
Q2 | $37K | Buy |
373
+217
| +139% | +$21.5K | ﹤0.01% | 986 |
|
|
2019
Q1 | $15K | Hold |
156
| – | – | ﹤0.01% | 1215 |
|
|
2018
Q4 | $12K | Hold |
156
| – | – | ﹤0.01% | 1232 |
|
|
2018
Q3 | $13K | Hold |
156
| – | – | ﹤0.01% | 1218 |
|
|
2018
Q2 | $13K | Hold |
156
| – | – | ﹤0.01% | 1204 |
|
|
2018
Q1 | $13K | Hold |
156
| – | – | ﹤0.01% | 1193 |
|
|
2017
Q4 | $13K | Hold |
156
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q3 | $13K | Hold |
156
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q2 | $12K | Sell |
156
-124
| -44% | -$9.54K | ﹤0.01% | 1026 |
|
|
2017
Q1 | $21K | Hold |
280
| – | – | ﹤0.01% | 843 |
|
|
2016
Q4 | $19K | Sell |
280
-151
| -35% | -$10.2K | ﹤0.01% | 809 |
|
|
2016
Q3 | $29K | Buy |
431
+124
| +40% | +$8.34K | 0.01% | 638 |
|
|
2016
Q2 | $21K | Buy |
307
+53
| +21% | +$3.63K | ﹤0.01% | 658 |
|
|
2016
Q1 | $15K | Sell |
254
-158
| -38% | -$9.33K | ﹤0.01% | 726 |
|
|
2015
Q4 | $23K | Buy |
412
+309
| +300% | +$17.3K | 0.01% | 660 |
|
|
2015
Q3 | $5K | Hold |
103
| – | – | ﹤0.01% | 993 |
|
|
2015
Q2 | $6K | Hold |
103
| – | – | ﹤0.01% | 1010 |
|
|
2015
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 976 |
|
|
2014
Q4 | $6K | Hold |
103
| – | – | ﹤0.01% | 871 |
|
|
2014
Q3 | $5K | Hold |
103
| – | – | ﹤0.01% | 860 |
|
|
2014
Q2 | $5K | Hold |
103
| – | – | ﹤0.01% | 817 |
|
|
2014
Q1 | $5K | Hold |
103
| – | – | ﹤0.01% | 780 |
|
|
2013
Q4 | $5K | Hold |
103
| – | – | ﹤0.01% | 745 |
|
|
2013
Q3 | $4K | Hold |
103
| – | – | ﹤0.01% | 715 |
|
|
2013
Q2 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 693 |
|