Close Asset Management’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
Q3 | $25M | Sell |
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|
2025
Q2 | $63.5M | Sell |
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|
2025
Q1 | $107M | Sell |
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|
2024
Q4 | $142M | Hold |
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|
2024
Q3 | $149M | Buy |
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|
2024
Q2 | $132M | Buy |
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|
2024
Q1 | $129M | Buy |
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|
2023
Q4 | $111M | Buy |
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|
2023
Q3 | $110M | Buy |
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|
2023
Q2 | $109M | Sell |
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|
2023
Q1 | $96.5M | Buy |
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|
2022
Q4 | $82.3M | Sell |
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|
2022
Q3 | $76.4M | Buy |
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|
2022
Q2 | $43.9M | Sell |
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|
2022
Q1 | $108M | Hold |
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|
2021
Q4 | $108M | Buy |
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|
2021
Q3 | $3.11M | Buy |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.49M | Sell |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $4.38M | Sell |
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|
2020
Q2 | $4.13M | Hold |
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|
2020
Q1 | $3.32M | Sell |
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|
2019
Q4 | $4.52M | Sell |
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|
2019
Q3 | $4.2M | Sell |
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|
2019
Q2 | $4.25M | Sell |
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|
2019
Q1 | $4.05M | Buy |
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|
2018
Q4 | $42K | Sell |
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|
2018
Q3 | $3.3M | Sell |
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|
2018
Q2 | $3.33M | Hold |
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|
2018
Q1 | $3.33M | Sell |
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|
2017
Q4 | $3.36M | Hold |
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|
2017
Q3 | $3.46M | Hold |
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|
2017
Q2 | $3.22M | Hold |
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|
2017
Q1 | $3.05M | Buy |
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|
2016
Q4 | $2.79M | Buy |
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