Clifford Swan Investment Counsel’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 | $1.64M | Sell |
7,498
-142
| -2% | -$31K | 0.06% | 153 |
|
|
2025
Q1 | $1.86M | Buy |
7,640
+6
| +0.1% | +$1.46K | 0.07% | 146 |
|
|
2024
Q4 | $1.62M | Sell |
7,634
-40
| -0.5% | -$8.5K | 0.06% | 153 |
|
|
2024
Q3 | $1.71M | Hold |
7,674
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $1.62M | Sell |
7,674
-1,300
| -14% | -$274K | 0.06% | 151 |
|
|
2024
Q1 | $1.85M | Sell |
8,974
-100
| -1% | -$20.6K | 0.07% | 146 |
|
|
2023
Q4 | $1.72M | Sell |
9,074
-35
| -0.4% | -$6.63K | 0.07% | 149 |
|
|
2023
Q3 | $1.73M | Sell |
9,109
-600
| -6% | -$114K | 0.07% | 146 |
|
|
2023
Q2 | $1.83M | Hold |
9,709
| – | – | 0.07% | 143 |
|
|
2023
Q1 | $1.62M | Hold |
9,709
| – | – | 0.07% | 146 |
|
|
2022
Q4 | $1.61M | Sell |
9,709
-41
| -0.4% | -$6.79K | 0.07% | 146 |
|
|
2022
Q3 | $1.46M | Sell |
9,750
-25
| -0.3% | -$3.73K | 0.07% | 150 |
|
|
2022
Q2 | $1.52M | Buy |
9,775
+13
| +0.1% | +$2.02K | 0.07% | 150 |
|
|
2022
Q1 | $1.66M | Hold |
9,762
| – | – | 0.06% | 150 |
|
|
2021
Q4 | $1.7M | Sell |
9,762
-485
| -5% | -$84.3K | 0.06% | 156 |
|
|
2021
Q3 | $1.67M | Sell |
10,247
-800
| -7% | -$130K | 0.06% | 153 |
|
|
2021
Q2 | $1.65M | Sell |
11,047
-800
| -7% | -$119K | 0.06% | 146 |
|
|
2021
Q1 | $1.44M | Hold |
11,847
| – | – | 0.06% | 152 |
|
|
2020
Q4 | $1.39M | Hold |
11,847
| – | – | 0.06% | 154 |
|
|
2020
Q3 | $1.36M | Sell |
11,847
-1,900
| -14% | -$218K | 0.07% | 152 |
|
|
2020
Q2 | $1.48M | Sell |
13,747
-515
| -4% | -$55.3K | 0.08% | 142 |
|
|
2020
Q1 | $1.23M | Sell |
14,262
-875
| -6% | -$75.6K | 0.07% | 140 |
|
|
2019
Q4 | $1.69M | Sell |
15,137
-1,025
| -6% | -$114K | 0.08% | 143 |
|
|
2019
Q3 | $1.62M | Sell |
16,162
-500
| -3% | -$50K | 0.08% | 141 |
|
|
2019
Q2 | $1.66M | Sell |
16,662
-35
| -0.2% | -$3.49K | 0.09% | 143 |
|
|
2019
Q1 | $1.57M | Sell |
16,697
-925
| -5% | -$86.9K | 0.08% | 141 |
|
|
2018
Q4 | $1.41M | Sell |
17,622
-400
| -2% | -$31.9K | 0.09% | 141 |
|
|
2018
Q3 | $1.49M | Sell |
18,022
-400
| -2% | -$33.1K | 0.08% | 139 |
|
|
2018
Q2 | $1.51M | Sell |
18,422
-1,000
| -5% | -$82K | 0.08% | 139 |
|
|
2018
Q1 | $1.6M | Sell |
19,422
-222
| -1% | -$18.3K | 0.09% | 133 |
|
|
2017
Q4 | $1.6M | Sell |
19,644
-100
| -0.5% | -$8.14K | 0.09% | 136 |
|
|
2017
Q3 | $1.66M | Buy |
19,744
+212
| +1% | +$17.8K | 0.1% | 128 |
|
|
2017
Q2 | $1.52M | Sell |
19,532
-1,000
| -5% | -$78K | 0.1% | 132 |
|
|
2017
Q1 | $1.52M | Sell |
20,532
-50
| -0.2% | -$3.69K | 0.1% | 128 |
|
|
2016
Q4 | $1.39M | Hold |
20,582
| – | – | 0.09% | 131 |
|
|
2016
Q3 | $1.38M | Buy |
20,582
+382
| +2% | +$25.7K | 0.09% | 130 |
|
|
2016
Q2 | $1.38M | Sell |
20,200
-1,525
| -7% | -$104K | 0.1% | 127 |
|
|
2016
Q1 | $1.32M | Sell |
21,725
-200
| -0.9% | -$12.2K | 0.09% | 135 |
|
|
2015
Q4 | $1.22M | Sell |
21,925
-4,600
| -17% | -$255K | 0.08% | 144 |
|
|
2015
Q3 | $1.39M | Sell |
26,525
-15
| -0.1% | -$783 | 0.1% | 128 |
|
|
2015
Q2 | $1.51M | Sell |
26,540
-200
| -0.7% | -$11.3K | 0.1% | 127 |
|
|
2015
Q1 | $1.5M | Sell |
26,740
-235
| -0.9% | -$13.2K | 0.1% | 125 |
|
|
2014
Q4 | $1.54M | Buy |
26,975
+1,000
| +4% | +$57.2K | 0.1% | 121 |
|
|
2014
Q3 | $1.36M | Sell |
25,975
-735
| -3% | -$38.5K | 0.09% | 125 |
|
|
2014
Q2 | $1.38M | Sell |
26,710
-500
| -2% | -$25.9K | 0.09% | 123 |
|
|
2014
Q1 | $1.34M | Hold |
27,210
| – | – | 0.09% | 120 |
|
|
2013
Q4 | $1.32M | Hold |
27,210
| – | – | 0.1% | 118 |
|
|
2013
Q3 | $1.19M | Sell |
27,210
-410
| -1% | -$17.9K | 0.09% | 116 |
|
|
2013
Q2 | $1.1M | Buy |
+27,620
| New | +$1.1M | 0.09% | 115 |
|