Charles Schwab’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634M | Buy |
2,901,598
+43,462
| +2% | +$9.5M | 0.11% | 160 |
|
|
2025
Q1 | $697M | Buy |
2,858,136
+65,778
| +2% | +$16.1M | 0.13% | 142 |
|
|
2024
Q4 | $593M | Buy |
2,792,358
+88,496
| +3% | +$18.8M | 0.11% | 156 |
|
|
2024
Q3 | $603M | Buy |
2,703,862
+30,367
| +1% | +$6.77M | 0.12% | 157 |
|
|
2024
Q2 | $563M | Buy |
2,673,495
+50,972
| +2% | +$10.7M | 0.11% | 160 |
|
|
2024
Q1 | $540M | Buy |
2,622,523
+40,337
| +2% | +$8.31M | 0.12% | 140 |
|
|
2023
Q4 | $489M | Buy |
2,582,186
+51,222
| +2% | +$9.71M | 0.12% | 142 |
|
|
2023
Q3 | $482M | Buy |
2,530,964
+28,013
| +1% | +$5.33M | 0.14% | 122 |
|
|
2023
Q2 | $471M | Sell |
2,502,951
-2,924
| -0.1% | -$550K | 0.13% | 129 |
|
|
2023
Q1 | $417M | Buy |
2,505,875
+14,770
| +0.6% | +$2.46M | 0.13% | 136 |
|
|
2022
Q4 | $412M | Buy |
2,491,105
+39,533
| +2% | +$6.54M | 0.13% | 142 |
|
|
2022
Q3 | $366M | Buy |
2,451,572
+50,117
| +2% | +$7.48M | 0.13% | 141 |
|
|
2022
Q2 | $373M | Buy |
2,401,455
+2,659
| +0.1% | +$413K | 0.13% | 147 |
|
|
2022
Q1 | $409M | Buy |
2,398,796
+61,820
| +3% | +$10.5M | 0.12% | 145 |
|
|
2021
Q4 | $406M | Buy |
2,336,976
+46,757
| +2% | +$8.13M | 0.12% | 153 |
|
|
2021
Q3 | $347M | Buy |
2,290,219
+15,656
| +0.7% | +$2.37M | 0.11% | 159 |
|
|
2021
Q2 | $320M | Buy |
2,274,563
+50,185
| +2% | +$7.06M | 0.11% | 167 |
|
|
2021
Q1 | $271M | Sell |
2,224,378
-31,155
| -1% | -$3.79M | 0.1% | 178 |
|
|
2020
Q4 | $264M | Buy |
2,255,533
+22,223
| +1% | +$2.6M | 0.1% | 178 |
|
|
2020
Q3 | $256M | Sell |
2,233,310
-117,999
| -5% | -$13.5M | 0.12% | 159 |
|
|
2020
Q2 | $252M | Buy |
2,351,309
+4,880
| +0.2% | +$524K | 0.12% | 155 |
|
|
2020
Q1 | $203M | Buy |
2,346,429
+17,870
| +0.8% | +$1.55M | 0.12% | 161 |
|
|
2019
Q4 | $259M | Buy |
2,328,559
+22,358
| +1% | +$2.49M | 0.14% | 135 |
|
|
2019
Q3 | $231M | Sell |
2,306,201
-9,060
| -0.4% | -$906K | 0.14% | 140 |
|
|
2019
Q2 | $231M | Buy |
2,315,261
+71,826
| +3% | +$7.16M | 0.14% | 133 |
|
|
2019
Q1 | $211M | Buy |
2,243,435
+224,346
| +11% | +$21.1M | 0.13% | 140 |
|
|
2018
Q4 | $161M | Buy |
2,019,089
+69,423
| +4% | +$5.54M | 0.12% | 156 |
|
|
2018
Q3 | $161M | Buy |
1,949,666
+80,243
| +4% | +$6.64M | 0.11% | 168 |
|
|
2018
Q2 | $153M | Buy |
1,869,423
+53,054
| +3% | +$4.35M | 0.11% | 170 |
|
|
2018
Q1 | $150M | Buy |
1,816,369
+46,834
| +3% | +$3.87M | 0.12% | 165 |
|
|
2017
Q4 | $144M | Buy |
1,769,535
+85,346
| +5% | +$6.95M | 0.11% | 162 |
|
|
2017
Q3 | $141M | Buy |
1,684,189
+33,783
| +2% | +$2.83M | 0.12% | 154 |
|
|
2017
Q2 | $129M | Buy |
1,650,406
+93,689
| +6% | +$7.3M | 0.12% | 163 |
|
|
2017
Q1 | $115M | Buy |
1,556,717
+81,785
| +6% | +$6.04M | 0.12% | 167 |
|
|
2016
Q4 | $99.7M | Buy |
1,474,932
+16,351
| +1% | +$1.11M | 0.11% | 177 |
|
|
2016
Q3 | $98.1M | Buy |
1,458,581
+18,740
| +1% | +$1.26M | 0.12% | 162 |
|
|
2016
Q2 | $98.6M | Buy |
1,439,841
+34,691
| +2% | +$2.37M | 0.12% | 152 |
|
|
2016
Q1 | $85.4M | Buy |
1,405,150
+14,203
| +1% | +$863K | 0.11% | 168 |
|
|
2015
Q4 | $77.1M | Buy |
1,390,947
+44,189
| +3% | +$2.45M | 0.1% | 182 |
|
|
2015
Q3 | $70.3M | Buy |
1,346,758
+14,210
| +1% | +$742K | 0.1% | 191 |
|
|
2015
Q2 | $75.6M | Buy |
1,332,548
+20,046
| +2% | +$1.14M | 0.1% | 189 |
|
|
2015
Q1 | $73.6M | Buy |
1,312,502
+52,785
| +4% | +$2.96M | 0.1% | 192 |
|
|
2014
Q4 | $72.1M | Buy |
1,259,717
+42,487
| +3% | +$2.43M | 0.11% | 191 |
|
|
2014
Q3 | $63.7M | Buy |
1,217,230
+22,401
| +2% | +$1.17M | 0.1% | 188 |
|
|
2014
Q2 | $61.9M | Buy |
1,194,829
+50,023
| +4% | +$2.59M | 0.1% | 193 |
|
|
2014
Q1 | $56.4M | Buy |
1,144,806
+17,799
| +2% | +$877K | 0.1% | 202 |
|
|
2013
Q4 | $54.5M | Buy |
1,127,007
+20,683
| +2% | +$1M | 0.1% | 193 |
|
|
2013
Q3 | $48.2M | Buy |
1,106,324
+37,003
| +3% | +$1.61M | 0.1% | 203 |
|
|
2013
Q2 | $43.2M | Buy |
+1,069,321
| New | +$43.2M | 0.1% | 211 |
|