Checchi Capital Advisers’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 | $1.41M | Hold |
6,444
| – | – | 0.08% | 165 |
|
|
2025
Q1 | $1.57M | Buy |
6,444
+94
| +1% | +$22.9K | 0.08% | 148 |
|
|
2024
Q4 | $1.35M | Buy |
6,350
+42
| +0.7% | +$8.92K | 0.08% | 150 |
|
|
2024
Q3 | $1.41M | Sell |
6,308
-235
| -4% | -$52.4K | 0.08% | 152 |
|
|
2024
Q2 | $1.38M | Buy |
6,543
+31
| +0.5% | +$6.53K | 0.07% | 151 |
|
|
2024
Q1 | $1.34M | Buy |
6,512
+97
| +2% | +$20K | 0.1% | 158 |
|
|
2023
Q4 | $1.22M | Sell |
6,415
-10
| -0.2% | -$1.9K | 0.1% | 165 |
|
|
2023
Q3 | $1.22M | Sell |
6,425
-158
| -2% | -$30.1K | 0.11% | 150 |
|
|
2023
Q2 | $1.24M | Buy |
6,583
+456
| +7% | +$85.8K | 0.11% | 148 |
|
|
2023
Q1 | $1.02M | Sell |
6,127
-90
| -1% | -$15K | 0.1% | 167 |
|
|
2022
Q4 | $1.03M | Sell |
6,217
-1,016
| -14% | -$168K | 0.11% | 156 |
|
|
2022
Q3 | $1.08M | Sell |
7,233
-121
| -2% | -$18.1K | 0.1% | 140 |
|
|
2022
Q2 | $1.21M | Buy |
7,354
+1,996
| +37% | +$327K | 0.1% | 139 |
|
|
2022
Q1 | $913K | Buy |
5,358
+324
| +6% | +$55.2K | 0.08% | 165 |
|
|
2021
Q4 | $875K | Buy |
5,034
+92
| +2% | +$16K | 0.08% | 166 |
|
|
2021
Q3 | $748K | Buy |
4,942
+134
| +3% | +$20.3K | 0.07% | 173 |
|
|
2021
Q2 | $676K | Sell |
4,808
-9
| -0.2% | -$1.27K | 0.07% | 189 |
|
|
2021
Q1 | $587K | Sell |
4,817
-58
| -1% | -$7.07K | 0.06% | 203 |
|
|
2020
Q4 | $570K | Buy |
4,875
+17
| +0.3% | +$1.99K | 0.06% | 204 |
|
|
2020
Q3 | $557K | Buy |
4,858
+13
| +0.3% | +$1.49K | 0.06% | 187 |
|
|
2020
Q2 | $520K | Sell |
4,845
-282
| -6% | -$30.3K | 0.06% | 193 |
|
|
2020
Q1 | $443K | Buy |
5,127
+200
| +4% | +$17.3K | 0.04% | 180 |
|
|
2019
Q4 | $549K | Buy |
4,927
+96
| +2% | +$10.7K | 0.07% | 184 |
|
|
2019
Q3 | $483K | Sell |
4,831
-168
| -3% | -$16.8K | 0.06% | 193 |
|
|
2019
Q2 | $499K | Buy |
4,999
+13
| +0.3% | +$1.3K | 0.06% | 185 |
|
|
2019
Q1 | $468K | Sell |
4,986
-142
| -3% | -$13.3K | 0.05% | 179 |
|
|
2018
Q4 | $409K | Sell |
5,128
-420
| -8% | -$33.5K | 0.05% | 193 |
|
|
2018
Q3 | $459K | Buy |
5,548
+448
| +9% | +$37.1K | 0.05% | 218 |
|
|
2018
Q2 | $418K | Buy |
5,100
+240
| +5% | +$19.7K | 0.05% | 226 |
|
|
2018
Q1 | $401K | Buy |
4,860
+98
| +2% | +$8.09K | 0.05% | 218 |
|
|
2017
Q4 | $388K | Sell |
4,762
-3
| -0.1% | -$244 | 0.05% | 240 |
|
|
2017
Q3 | $399K | Buy |
4,765
+24
| +0.5% | +$2.01K | 0.04% | 209 |
|
|
2017
Q2 | $370K | Sell |
4,741
-222
| -4% | -$17.3K | 0.04% | 225 |
|
|
2017
Q1 | $367K | Sell |
4,963
-785
| -14% | -$58K | 0.04% | 228 |
|
|
2016
Q4 | $389K | Buy |
5,748
+346
| +6% | +$23.4K | 0.05% | 202 |
|
|
2016
Q3 | $363K | Sell |
5,402
-750
| -12% | -$50.4K | 0.04% | 208 |
|
|
2016
Q2 | $421K | Sell |
6,152
-415
| -6% | -$28.4K | 0.05% | 170 |
|
|
2016
Q1 | $399K | Buy |
6,567
+773
| +13% | +$47K | 0.09% | 177 |
|
|
2015
Q4 | $321K | Buy |
5,794
+740
| +15% | +$41K | 0.08% | 215 |
|
|
2015
Q3 | $264K | Buy |
5,054
+507
| +11% | +$26.5K | 0.07% | 238 |
|
|
2015
Q2 | $258K | Buy |
4,547
+240
| +6% | +$13.6K | 0.07% | 260 |
|
|
2015
Q1 | $242K | Sell |
4,307
-171
| -4% | -$9.61K | 0.07% | 272 |
|
|
2014
Q4 | $256K | Buy |
+4,478
| New | +$256K | 0.1% | 228 |
|