Charles Schwab’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634M | Buy |
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|
2025
Q1 | $697M | Buy |
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|
2024
Q4 | $593M | Buy |
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|
2024
Q3 | $603M | Buy |
|
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|
2024
Q2 | $563M | Buy |
|
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|
2024
Q1 | $540M | Buy |
|
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|
2023
Q4 | $489M | Buy |
|
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|
2023
Q3 | $482M | Buy |
|
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|
2023
Q2 | $471M | Sell |
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|
2023
Q1 | $417M | Buy |
|
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|
2022
Q4 | $412M | Buy |
|
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|
2022
Q3 | $366M | Buy |
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|
2022
Q2 | $373M | Buy |
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|
2022
Q1 | $409M | Buy |
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|
2021
Q4 | $406M | Buy |
|
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|
2021
Q3 | $347M | Buy |
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|
2021
Q2 | $320M | Buy |
|
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|
2021
Q1 | $271M | Sell |
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|
2020
Q4 | $264M | Buy |
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|
2020
Q3 | $256M | Sell |
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|
2020
Q2 | $252M | Buy |
|
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|
2020
Q1 | $203M | Buy |
|
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|
2019
Q4 | $259M | Buy |
|
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|
2019
Q3 | $231M | Sell |
|
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|
2019
Q2 | $231M | Buy |
|
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|
2019
Q1 | $211M | Buy |
|
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|
2018
Q4 | $161M | Buy |
|
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|
2018
Q3 | $161M | Buy |
|
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|
2018
Q2 | $153M | Buy |
|
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|
2018
Q1 | $150M | Buy |
|
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|
2017
Q4 | $144M | Buy |
|
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|
2017
Q3 | $141M | Buy |
|
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|
2017
Q2 | $129M | Buy |
|
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|
2017
Q1 | $115M | Buy |
|
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|
2016
Q4 | $99.7M | Buy |
|
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|
2016
Q3 | $98.1M | Buy |
|
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|
2016
Q2 | $98.6M | Buy |
|
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|
2016
Q1 | $85.4M | Buy |
|
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|
2015
Q4 | $77.1M | Buy |
|
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|
2015
Q3 | $70.3M | Buy |
|
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|
2015
Q2 | $75.6M | Buy |
|
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|
2015
Q1 | $73.6M | Buy |
|
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|
2014
Q4 | $72.1M | Buy |
|
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|
2014
Q3 | $63.7M | Buy |
|
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|
2014
Q2 | $61.9M | Buy |
|
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|
2014
Q1 | $56.4M | Buy |
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|
2013
Q4 | $54.5M | Buy |
|
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|
2013
Q3 | $48.2M | Buy |
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|
2013
Q2 | $43.2M | Buy |
|