Cambridge Investment Research Advisors’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 | $2.91M | Buy |
13,319
+755
| +6% | +$165K | 0.01% | 1171 |
|
|
2025
Q1 | $3.07M | Buy |
12,564
+81
| +0.6% | +$19.8K | 0.01% | 1074 |
|
|
2024
Q4 | $2.65M | Buy |
12,483
+106
| +0.9% | +$22.5K | 0.01% | 1167 |
|
|
2024
Q3 | $2.76M | Buy |
12,377
+1,742
| +16% | +$389K | 0.01% | 1127 |
|
|
2024
Q2 | $2.24M | Sell |
10,635
-1,098
| -9% | -$231K | 0.01% | 1213 |
|
|
2024
Q1 | $2.42M | Buy |
11,733
+2,055
| +21% | +$423K | 0.01% | 1147 |
|
|
2023
Q4 | $1.83M | Sell |
9,678
-856
| -8% | -$162K | 0.01% | 1256 |
|
|
2023
Q3 | $2.01M | Buy |
10,534
+1,522
| +17% | +$290K | 0.01% | 1135 |
|
|
2023
Q2 | $1.7M | Sell |
9,012
-710
| -7% | -$134K | 0.01% | 1273 |
|
|
2023
Q1 | $1.62M | Buy |
9,722
+754
| +8% | +$126K | 0.01% | 1255 |
|
|
2022
Q4 | $1.48M | Buy |
8,968
+511
| +6% | +$84.6K | 0.01% | 1269 |
|
|
2022
Q3 | $1.26M | Buy |
8,457
+337
| +4% | +$50.3K | 0.01% | 1324 |
|
|
2022
Q2 | $1.26M | Buy |
8,120
+33
| +0.4% | +$5.13K | 0.01% | 1307 |
|
|
2022
Q1 | $1.38M | Sell |
8,087
-1,237
| -13% | -$211K | 0.01% | 1367 |
|
|
2021
Q4 | $1.62M | Sell |
9,324
-260
| -3% | -$45.2K | 0.01% | 1268 |
|
|
2021
Q3 | $1.45M | Sell |
9,584
-365
| -4% | -$55.3K | 0.01% | 1271 |
|
|
2021
Q2 | $1.4M | Buy |
9,949
+502
| +5% | +$70.6K | 0.01% | 1314 |
|
|
2021
Q1 | $1.15M | Buy |
9,447
+493
| +6% | +$60.1K | 0.01% | 1330 |
|
|
2020
Q4 | $1.05M | Sell |
8,954
-1,354
| -13% | -$158K | 0.01% | 1272 |
|
|
2020
Q3 | $1.18M | Buy |
10,308
+568
| +6% | +$65.1K | 0.01% | 1095 |
|
|
2020
Q2 | $1.05M | Sell |
9,740
-265
| -3% | -$28.5K | 0.01% | 1100 |
|
|
2020
Q1 | $865K | Sell |
10,005
-4,022
| -29% | -$348K | 0.01% | 1049 |
|
|
2019
Q4 | $1.56M | Sell |
14,027
-2,634
| -16% | -$294K | 0.01% | 911 |
|
|
2019
Q3 | $1.67M | Buy |
16,661
+348
| +2% | +$34.8K | 0.01% | 828 |
|
|
2019
Q2 | $1.63M | Buy |
16,313
+783
| +5% | +$78.1K | 0.01% | 800 |
|
|
2019
Q1 | $1.46M | Sell |
15,530
-41,547
| -73% | -$3.9M | 0.01% | 850 |
|
|
2018
Q4 | $4.55M | Buy |
57,077
+1,706
| +3% | +$136K | 0.05% | 356 |
|
|
2018
Q3 | $4.58M | Buy |
55,371
+617
| +1% | +$51K | 0.04% | 394 |
|
|
2018
Q2 | $4.49M | Buy |
54,754
+231
| +0.4% | +$18.9K | 0.05% | 374 |
|
|
2018
Q1 | $4.5M | Buy |
54,523
+42,818
| +366% | +$3.54M | 0.05% | 349 |
|
|
2017
Q4 | $953K | Buy |
11,705
+1,393
| +14% | +$113K | 0.01% | 928 |
|
|
2017
Q3 | $864K | Buy |
10,312
+3,636
| +54% | +$305K | 0.01% | 913 |
|
|
2017
Q2 | $520K | Buy |
6,676
+2,433
| +57% | +$190K | 0.01% | 1179 |
|
|
2017
Q1 | $314K | Buy |
+4,243
| New | +$314K | 0.01% | 1347 |
|