Commonwealth Equity Services’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 | $20.7M | Sell |
94,712
-3,284
| -3% | -$718K | 0.03% | 572 |
|
|
2025
Q1 | $23.9M | Buy |
97,996
+2,485
| +3% | +$606K | 0.03% | 500 |
|
|
2024
Q4 | $20.3M | Sell |
95,511
-1,974
| -2% | -$419K | 0.03% | 525 |
|
|
2024
Q3 | $21.7M | Buy |
97,485
+129
| +0.1% | +$28.8K | 0.03% | 493 |
|
|
2024
Q2 | $20.5M | Buy |
97,356
+1,901
| +2% | +$401K | 0.03% | 492 |
|
|
2024
Q1 | $19.7M | Buy |
95,455
+2,495
| +3% | +$514K | 0.03% | 497 |
|
|
2023
Q4 | $17.6M | Buy |
92,960
+9,557
| +11% | +$1.81M | 0.03% | 496 |
|
|
2023
Q3 | $15.9M | Buy |
83,403
+9,209
| +12% | +$1.75M | 0.03% | 497 |
|
|
2023
Q2 | $14M | Sell |
74,194
-1,987
| -3% | -$374K | 0.03% | 549 |
|
|
2023
Q1 | $12.7K | Sell |
76,181
-16,309
| -18% | -$2.72K | 0.03% | 562 |
|
|
2022
Q4 | $15.3M | Buy |
92,490
+4,109
| +5% | +$680K | 0.04% | 465 |
|
|
2022
Q3 | $13.2M | Buy |
88,381
+6,882
| +8% | +$1.03M | 0.03% | 475 |
|
|
2022
Q2 | $12.7M | Buy |
81,499
+11,318
| +16% | +$1.76M | 0.03% | 487 |
|
|
2022
Q1 | $12M | Buy |
70,181
+554
| +0.8% | +$94.4K | 0.03% | 550 |
|
|
2021
Q4 | $12.1M | Buy |
69,627
+1,090
| +2% | +$189K | 0.03% | 536 |
|
|
2021
Q3 | $10.4M | Buy |
68,537
+906
| +1% | +$137K | 0.03% | 564 |
|
|
2021
Q2 | $9.51M | Buy |
67,631
+7,779
| +13% | +$1.09M | 0.02% | 583 |
|
|
2021
Q1 | $7.29M | Sell |
59,852
-137
| -0.2% | -$16.7K | 0.02% | 619 |
|
|
2020
Q4 | $7.02M | Sell |
59,989
-2,132
| -3% | -$249K | 0.02% | 595 |
|
|
2020
Q3 | $7.13M | Buy |
62,121
+22,732
| +58% | +$2.61M | 0.02% | 546 |
|
|
2020
Q2 | $4.23M | Buy |
39,389
+3,741
| +10% | +$402K | 0.02% | 669 |
|
|
2020
Q1 | $3.08M | Sell |
35,648
-520
| -1% | -$45K | 0.01% | 708 |
|
|
2019
Q4 | $4.03M | Buy |
36,168
+1,939
| +6% | +$216K | 0.02% | 696 |
|
|
2019
Q3 | $3.42M | Buy |
34,229
+6,764
| +25% | +$677K | 0.01% | 713 |
|
|
2019
Q2 | $2.74M | Buy |
27,465
+236
| +0.9% | +$23.5K | 0.01% | 811 |
|
|
2019
Q1 | $2.56M | Sell |
27,229
-414
| -1% | -$38.9K | 0.01% | 813 |
|
|
2018
Q4 | $2.2M | Buy |
27,643
+2,041
| +8% | +$163K | 0.01% | 810 |
|
|
2018
Q3 | $2.12M | Buy |
25,602
+999
| +4% | +$82.6K | 0.01% | 899 |
|
|
2018
Q2 | $2.02M | Sell |
24,603
-728
| -3% | -$59.7K | 0.01% | 894 |
|
|
2018
Q1 | $2.09M | Sell |
25,331
-619
| -2% | -$51.1K | 0.01% | 840 |
|
|
2017
Q4 | $2.11M | Buy |
25,950
+1,640
| +7% | +$133K | 0.01% | 827 |
|
|
2017
Q3 | $2.04M | Buy |
24,310
+803
| +3% | +$67.3K | 0.01% | 799 |
|
|
2017
Q2 | $1.83M | Sell |
23,507
-192
| -0.8% | -$15K | 0.01% | 826 |
|
|
2017
Q1 | $1.75M | Sell |
23,699
-23,473
| -50% | -$1.73M | 0.01% | 811 |
|
|
2016
Q4 | $3.19M | Buy |
47,172
+1,724
| +4% | +$117K | 0.02% | 535 |
|
|
2016
Q3 | $3.06M | Buy |
45,448
+3,356
| +8% | +$226K | 0.02% | 521 |
|
|
2016
Q2 | $2.88M | Sell |
42,092
-465
| -1% | -$31.8K | 0.02% | 519 |
|
|
2016
Q1 | $2.59M | Buy |
42,557
+1,322
| +3% | +$80.4K | 0.02% | 534 |
|
|
2015
Q4 | $2.29M | Buy |
41,235
+3,010
| +8% | +$167K | 0.02% | 574 |
|
|
2015
Q3 | $2M | Sell |
38,225
-621
| -2% | -$32.4K | 0.02% | 596 |
|
|
2015
Q2 | $2.2M | Buy |
38,846
+732
| +2% | +$41.5K | 0.02% | 590 |
|
|
2015
Q1 | $2.14M | Sell |
38,114
-243
| -0.6% | -$13.6K | 0.02% | 577 |
|
|
2014
Q4 | $2.2M | Sell |
38,357
-17,016
| -31% | -$974K | 0.02% | 540 |
|
|
2014
Q3 | $2.9M | Buy |
55,373
+1,354
| +3% | +$70.9K | 0.04% | 428 |
|
|
2014
Q2 | $2.8M | Buy |
54,019
+8
| +0% | +$415 | 0.03% | 439 |
|
|
2014
Q1 | $2.66M | Buy |
54,011
+652
| +1% | +$32.1K | 0.04% | 417 |
|
|
2013
Q4 | $2.58M | Buy |
53,359
+3,088
| +6% | +$149K | 0.04% | 401 |
|
|
2013
Q3 | $2.19M | Buy |
50,271
+27,624
| +122% | +$1.2M | 0.04% | 424 |
|
|
2013
Q2 | $904K | Buy |
+22,647
| New | +$904K | 0.02% | 716 |
|