Buckley Wealth 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 | $761K | Sell |
3,479
-22
| -0.6% | -$4.81K | 0.23% | 79 |
|
|
2025
Q1 | $854K | Buy |
3,501
+13
| +0.4% | +$3.17K | 0.27% | 66 |
|
|
2024
Q4 | $741K | Buy |
3,488
+87
| +3% | +$18.5K | 0.23% | 71 |
|
|
2024
Q3 | $759K | Buy |
3,401
+138
| +4% | +$30.8K | 0.23% | 69 |
|
|
2024
Q2 | $688K | Sell |
3,263
-10
| -0.3% | -$2.11K | 0.22% | 70 |
|
|
2024
Q1 | $674K | Sell |
3,273
-96
| -3% | -$19.8K | 0.22% | 75 |
|
|
2023
Q4 | $638K | Sell |
3,369
-27
| -0.8% | -$5.12K | 0.22% | 74 |
|
|
2023
Q3 | $646K | Sell |
3,396
-952
| -22% | -$181K | 0.24% | 71 |
|
|
2023
Q2 | $818K | Buy |
4,348
+1,116
| +35% | +$210K | 0.28% | 66 |
|
|
2023
Q1 | $538K | Buy |
3,232
+410
| +15% | +$68.3K | 0.2% | 77 |
|
|
2022
Q4 | $467K | Buy |
2,822
+35
| +1% | +$5.79K | 0.17% | 84 |
|
|
2022
Q3 | $416K | Sell |
2,787
-709
| -20% | -$106K | 0.15% | 90 |
|
|
2022
Q2 | $543K | Sell |
3,496
-59
| -2% | -$9.16K | 0.17% | 90 |
|
|
2022
Q1 | $606K | Buy |
3,555
+1,047
| +42% | +$178K | 0.16% | 91 |
|
|
2021
Q4 | $436K | Sell |
2,508
-1,360
| -35% | -$236K | 0.13% | 105 |
|
|
2021
Q3 | $586K | Buy |
3,868
+324
| +9% | +$49.1K | 0.19% | 85 |
|
|
2021
Q2 | $499K | Buy |
3,544
+76
| +2% | +$10.7K | 0.17% | 91 |
|
|
2021
Q1 | $422K | Buy |
3,468
+452
| +15% | +$55K | 0.16% | 91 |
|
|
2020
Q4 | $353K | Buy |
3,016
+76
| +3% | +$8.9K | 0.14% | 97 |
|
|
2020
Q3 | $337K | Sell |
2,940
-968
| -25% | -$111K | 0.15% | 94 |
|
|
2020
Q2 | $420K | Hold |
3,908
| – | – | 0.19% | 88 |
|
|
2020
Q1 | $338K | Buy |
3,908
+1,159
| +42% | +$100K | 0.18% | 91 |
|
|
2019
Q4 | $306K | Sell |
2,749
-176
| -6% | -$19.6K | 0.14% | 110 |
|
|
2019
Q3 | $293K | Sell |
2,925
-804
| -22% | -$80.5K | 0.14% | 114 |
|
|
2019
Q2 | $372K | Buy |
3,729
+116
| +3% | +$11.6K | 0.17% | 107 |
|
|
2019
Q1 | $339K | Sell |
3,613
-1,392
| -28% | -$131K | 0.16% | 110 |
|
|
2018
Q4 | $399K | Buy |
5,005
+215
| +4% | +$17.1K | 0.21% | 98 |
|
|
2018
Q3 | $396K | Buy |
4,790
+39
| +0.8% | +$3.22K | 0.17% | 110 |
|
|
2018
Q2 | $389K | Buy |
4,751
+291
| +7% | +$23.8K | 0.18% | 108 |
|
|
2018
Q1 | $368K | Buy |
4,460
+494
| +12% | +$40.8K | 0.18% | 115 |
|
|
2017
Q4 | $323K | Buy |
+3,966
| New | +$323K | 0.16% | 124 |
|