Bridges Investment 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 | $16M | Sell |
73,019
-2,255
| -3% | -$493K | 0.22% | 75 |
|
|
2025
Q1 | $18.4M | Buy |
75,274
+25,869
| +52% | +$6.31M | 0.27% | 71 |
|
|
2024
Q4 | $10.5M | Buy |
49,405
+5,066
| +11% | +$1.08M | 0.15% | 84 |
|
|
2024
Q3 | $9.89M | Buy |
+44,339
| New | +$9.89M | 0.14% | 91 |
|
|
2022
Q1 | – | Sell |
-1,218
| Closed | -$212K | – | 224 |
|
|
2021
Q4 | $212K | Sell |
1,218
-411
| -25% | -$71.5K | 0.01% | 220 |
|
|
2021
Q3 | $247K | Sell |
1,629
-376
| -19% | -$57K | 0.01% | 207 |
|
|
2021
Q2 | $282K | Sell |
2,005
-2,169
| -52% | -$305K | 0.01% | 196 |
|
|
2021
Q1 | $508K | Buy |
4,174
+119
| +3% | +$14.5K | 0.01% | 175 |
|
|
2020
Q4 | $474K | Buy |
4,055
+254
| +7% | +$29.7K | 0.01% | 171 |
|
|
2020
Q3 | $436K | Buy |
3,801
+581
| +18% | +$66.6K | 0.01% | 168 |
|
|
2020
Q2 | $346K | Buy |
3,220
+191
| +6% | +$20.5K | 0.01% | 181 |
|
|
2020
Q1 | $262K | Buy |
3,029
+470
| +18% | +$40.7K | 0.01% | 194 |
|
|
2019
Q4 | $285K | Buy |
+2,559
| New | +$285K | 0.01% | 248 |
|