CIBC Private Wealth Group’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
49,246
+2,762
| +6% | +$604K | 0.02% | 338 |
|
|
2025
Q1 | $10.3M | Sell |
46,484
-2,602
| -5% | -$574K | 0.02% | 322 |
|
|
2024
Q4 | $10.4M | Buy |
49,086
+415
| +0.9% | +$87.7K | 0.02% | 335 |
|
|
2024
Q3 | $10.9M | Sell |
48,671
-5,172
| -10% | -$1.15M | 0.02% | 333 |
|
|
2024
Q2 | $11.5M | Sell |
53,843
-588
| -1% | -$126K | 0.02% | 307 |
|
|
2024
Q1 | $11.1M | Sell |
54,431
-1,028
| -2% | -$210K | 0.02% | 315 |
|
|
2023
Q4 | $10.5M | Buy |
55,459
+4,585
| +9% | +$869K | 0.02% | 310 |
|
|
2023
Q3 | $9.68M | Sell |
50,874
-1,624
| -3% | -$309K | 0.02% | 314 |
|
|
2023
Q2 | $9.87M | Buy |
52,498
+7,284
| +16% | +$1.37M | 0.02% | 322 |
|
|
2023
Q1 | $11.2M | Sell |
45,214
-17,131
| -27% | -$4.23M | 0.02% | 304 |
|
|
2022
Q4 | $5.77M | Sell |
62,345
-1,181
| -2% | -$109K | 0.02% | 320 |
|
|
2022
Q3 | $9.48M | Buy |
63,526
+178
| +0.3% | +$26.6K | 0.03% | 308 |
|
|
2022
Q2 | $9.84M | Sell |
63,348
-2,373
| -4% | -$368K | 0.03% | 306 |
|
|
2022
Q1 | $11.2M | Buy |
65,721
+311
| +0.5% | +$53K | 0.02% | 313 |
|
|
2021
Q4 | $11.4M | Buy |
65,410
+1,934
| +3% | +$336K | 0.02% | 317 |
|
|
2021
Q3 | $9.61M | Sell |
63,476
-1,820
| -3% | -$276K | 0.02% | 330 |
|
|
2021
Q2 | $9.19M | Sell |
65,296
-195
| -0.3% | -$27.4K | 0.02% | 343 |
|
|
2021
Q1 | $7.98M | Sell |
65,491
-1,126
| -2% | -$137K | 0.02% | 353 |
|
|
2020
Q4 | $7.8M | Sell |
66,617
-4,699
| -7% | -$550K | 0.02% | 347 |
|
|
2020
Q3 | $8.18M | Buy |
71,316
+37,557
| +111% | +$4.31M | 0.03% | 318 |
|
|
2020
Q2 | $3.63M | Sell |
33,759
-35,241
| -51% | -$3.78M | 0.02% | 324 |
|
|
2020
Q1 | $5.97M | Buy |
69,000
+678
| +1% | +$58.6K | 0.03% | 300 |
|
|
2019
Q4 | $7.61M | Sell |
68,322
-37
| -0.1% | -$4.12K | 0.02% | 318 |
|
|
2019
Q3 | $6.84M | Buy |
68,359
+173
| +0.3% | +$17.3K | 0.02% | 319 |
|
|
2019
Q2 | $6.8M | Buy |
68,186
+119
| +0.2% | +$11.9K | 0.02% | 334 |
|
|
2019
Q1 | $6.39M | Sell |
68,067
-1,613
| -2% | -$151K | 0.02% | 335 |
|
|
2018
Q4 | $5.56M | Sell |
69,680
-9,728
| -12% | -$776K | 0.02% | 327 |
|
|
2018
Q3 | $6.57M | Buy |
79,408
+2,453
| +3% | +$203K | 0.02% | 346 |
|
|
2018
Q2 | $6.31M | Buy |
76,955
+2,943
| +4% | +$241K | 0.03% | 337 |
|
|
2018
Q1 | $6.11M | Buy |
74,012
+903
| +1% | +$74.6K | 0.03% | 326 |
|
|
2017
Q4 | $5.95M | Sell |
73,109
-9,798
| -12% | -$797K | 0.03% | 336 |
|
|
2017
Q3 | $6.95M | Buy |
82,907
+51,647
| +165% | +$4.33M | 0.03% | 309 |
|
|
2017
Q2 | $2.44M | Sell |
31,260
-908
| -3% | -$70.8K | 0.02% | 364 |
|
|
2017
Q1 | $2.38M | Buy |
32,168
+1,754
| +6% | +$130K | 0.01% | 352 |
|
|
2016
Q4 | $2.06M | Sell |
30,414
-5,426
| -15% | -$367K | 0.01% | 363 |
|
|
2016
Q3 | $2.41M | Buy |
35,840
+749
| +2% | +$50.4K | 0.02% | 340 |
|
|
2016
Q2 | $2.4M | Buy |
35,091
+2,882
| +9% | +$197K | 0.02% | 340 |
|
|
2016
Q1 | $1.96M | Sell |
32,209
-339
| -1% | -$20.6K | 0.02% | 353 |
|
|
2015
Q4 | $1.8M | Sell |
32,548
-511
| -2% | -$28.3K | 0.01% | 368 |
|
|
2015
Q3 | $1.73M | Buy |
33,059
+5,126
| +18% | +$268K | 0.01% | 371 |
|
|
2015
Q2 | $1.58M | Sell |
27,933
-1,562
| -5% | -$88.6K | 0.01% | 400 |
|
|
2015
Q1 | $1.66M | Sell |
29,495
-60
| -0.2% | -$3.37K | 0.01% | 403 |
|
|
2014
Q4 | $1.69M | Sell |
29,555
-10,910
| -27% | -$625K | 0.01% | 391 |
|
|
2014
Q3 | $2.12M | Sell |
40,465
-14,035
| -26% | -$735K | 0.02% | 365 |
|
|
2014
Q2 | $2.83M | Sell |
54,500
-99
| -0.2% | -$5.13K | 0.02% | 334 |
|
|
2014
Q1 | $2.72M | Buy |
+54,599
| New | +$2.72M | 0.02% | 330 |
|