Brighton Jones LLC’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 | $2.23M | Buy |
10,194
+89
| +0.9% | +$19.5K | 0.06% | 176 |
|
|
2025
Q1 | $2.47M | Buy |
10,105
+1,367
| +16% | +$334K | 0.08% | 143 |
|
|
2024
Q4 | $1.86M | Buy |
8,738
+2,960
| +51% | +$629K | 0.05% | 175 |
|
|
2024
Q3 | $1.29M | Sell |
5,778
-4,357
| -43% | -$972K | 0.05% | 189 |
|
|
2024
Q2 | $2.14M | Sell |
10,135
-533
| -5% | -$112K | 0.07% | 143 |
|
|
2024
Q1 | $2.2M | Buy |
10,668
+1,268
| +13% | +$261K | 0.08% | 137 |
|
|
2023
Q4 | $1.78M | Sell |
9,400
-235
| -2% | -$44.5K | 0.08% | 145 |
|
|
2023
Q3 | $1.83M | Sell |
9,635
-338
| -3% | -$64.3K | 0.09% | 126 |
|
|
2023
Q2 | $1.88M | Sell |
9,973
-3,825
| -28% | -$719K | 0.09% | 128 |
|
|
2023
Q1 | $2.3M | Buy |
13,798
+4,961
| +56% | +$826K | 0.13% | 96 |
|
|
2022
Q4 | $1.46M | Sell |
8,837
-1,196
| -12% | -$198K | 0.09% | 128 |
|
|
2022
Q3 | $1.5M | Buy |
10,033
+3,915
| +64% | +$585K | 0.09% | 117 |
|
|
2022
Q2 | $950K | Buy |
6,118
+57
| +0.9% | +$8.85K | 0.06% | 165 |
|
|
2022
Q1 | $1.03M | Buy |
6,061
+110
| +2% | +$18.7K | 0.05% | 168 |
|
|
2021
Q4 | $1.03M | Buy |
5,951
+65
| +1% | +$11.3K | 0.05% | 172 |
|
|
2021
Q3 | $891K | Sell |
5,886
-22
| -0.4% | -$3.33K | 0.05% | 173 |
|
|
2021
Q2 | $831K | Buy |
5,908
+157
| +3% | +$22.1K | 0.04% | 184 |
|
|
2021
Q1 | $700K | Buy |
5,751
+1,104
| +24% | +$134K | 0.04% | 191 |
|
|
2020
Q4 | $544K | Buy |
4,647
+1,188
| +34% | +$139K | 0.03% | 201 |
|
|
2020
Q3 | $397K | Buy |
3,459
+184
| +6% | +$21.1K | 0.03% | 217 |
|
|
2020
Q2 | $352K | Sell |
3,275
-90
| -3% | -$9.67K | 0.03% | 204 |
|
|
2020
Q1 | $291K | Buy |
3,365
+66
| +2% | +$5.71K | 0.03% | 214 |
|
|
2019
Q4 | $368K | Buy |
3,299
+765
| +30% | +$85.3K | 0.04% | 206 |
|
|
2019
Q3 | $254K | Buy |
+2,534
| New | +$254K | 0.03% | 249 |
|
|
2017
Q3 | – | Sell |
-2,654
| Closed | -$207K | – | 301 |
|
|
2017
Q2 | $207K | Buy |
+2,654
| New | +$207K | 0.03% | 256 |
|