Creative Planning’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 | $24M | Sell |
109,729
-84
| -0.1% | -$18.4K | 0.02% | 298 |
|
|
2025
Q1 | $26.8M | Buy |
109,813
+10,106
| +10% | +$2.47M | 0.03% | 260 |
|
|
2024
Q4 | $21.2M | Buy |
99,707
+1,128
| +1% | +$240K | 0.02% | 283 |
|
|
2024
Q3 | $22M | Buy |
98,579
+5,857
| +6% | +$1.31M | 0.02% | 263 |
|
|
2024
Q2 | $19.5M | Buy |
92,722
+6,166
| +7% | +$1.3M | 0.02% | 275 |
|
|
2024
Q1 | $17.8M | Buy |
86,556
+6,814
| +9% | +$1.4M | 0.02% | 291 |
|
|
2023
Q4 | $15.1M | Sell |
79,742
-10,528
| -12% | -$1.99M | 0.03% | 301 |
|
|
2023
Q3 | $17.2M | Buy |
90,270
+9,359
| +12% | +$1.78M | 0.02% | 259 |
|
|
2023
Q2 | $15.2M | Buy |
80,911
+4,471
| +6% | +$841K | 0.02% | 267 |
|
|
2023
Q1 | $12.7M | Buy |
76,440
+1,334
| +2% | +$222K | 0.02% | 291 |
|
|
2022
Q4 | $12.4M | Buy |
75,106
+1,499
| +2% | +$248K | 0.02% | 290 |
|
|
2022
Q3 | $11M | Sell |
73,607
-1,114
| -1% | -$166K | 0.02% | 287 |
|
|
2022
Q2 | $11.6M | Buy |
74,721
+1,420
| +2% | +$220K | 0.02% | 292 |
|
|
2022
Q1 | $12.5M | Buy |
73,301
+34,257
| +88% | +$5.84M | 0.02% | 291 |
|
|
2021
Q4 | $6.79M | Buy |
39,044
+8
| +0% | +$1.39K | 0.01% | 355 |
|
|
2021
Q3 | $5.91M | Buy |
39,036
+3,809
| +11% | +$577K | 0.01% | 378 |
|
|
2021
Q2 | $4.96M | Buy |
35,227
+2,575
| +8% | +$362K | 0.01% | 410 |
|
|
2021
Q1 | $3.98M | Buy |
32,652
+1,617
| +5% | +$197K | 0.01% | 467 |
|
|
2020
Q4 | $3.63M | Buy |
31,035
+157
| +0.5% | +$18.4K | 0.01% | 451 |
|
|
2020
Q3 | $3.54M | Buy |
30,878
+323
| +1% | +$37.1K | 0.01% | 382 |
|
|
2020
Q2 | $3.28M | Sell |
30,555
-6,266
| -17% | -$673K | 0.01% | 352 |
|
|
2020
Q1 | $3.18M | Buy |
36,821
+777
| +2% | +$67.2K | 0.01% | 318 |
|
|
2019
Q4 | $4.02M | Buy |
36,044
+4,767
| +15% | +$531K | 0.01% | 336 |
|
|
2019
Q3 | $3.13M | Buy |
31,277
+1,049
| +3% | +$105K | 0.01% | 384 |
|
|
2019
Q2 | $3.02M | Sell |
30,228
-527
| -2% | -$52.6K | 0.01% | 382 |
|
|
2019
Q1 | $2.89M | Sell |
30,755
-397
| -1% | -$37.3K | 0.01% | 370 |
|
|
2018
Q4 | $2.48M | Sell |
31,152
-468
| -1% | -$37.3K | 0.01% | 378 |
|
|
2018
Q3 | $2.62M | Sell |
31,620
-2,040
| -6% | -$169K | 0.01% | 410 |
|
|
2018
Q2 | $2.76M | Sell |
33,660
-2,112
| -6% | -$173K | 0.01% | 395 |
|
|
2018
Q1 | $2.95M | Sell |
35,772
-1,402
| -4% | -$116K | 0.01% | 370 |
|
|
2017
Q4 | $3.03M | Sell |
37,174
-1,180
| -3% | -$96.1K | 0.01% | 350 |
|
|
2017
Q3 | $3.21M | Buy |
38,354
+1,024
| +3% | +$85.8K | 0.01% | 324 |
|
|
2017
Q2 | $2.91M | Sell |
37,330
-1,892
| -5% | -$147K | 0.01% | 334 |
|
|
2017
Q1 | $2.9M | Sell |
39,222
-2,225
| -5% | -$164K | 0.02% | 324 |
|
|
2016
Q4 | $2.8M | Buy |
41,447
+1,816
| +5% | +$123K | 0.02% | 316 |
|
|
2016
Q3 | $2.67M | Buy |
39,631
+27,719
| +233% | +$1.86M | 0.02% | 319 |
|
|
2016
Q2 | $816K | Buy |
11,912
+316
| +3% | +$21.6K | 0.01% | 575 |
|
|
2016
Q1 | $705K | Buy |
11,596
+236
| +2% | +$14.3K | 0.01% | 615 |
|
|
2015
Q4 | $630K | Sell |
11,360
-1,441
| -11% | -$79.9K | 0.01% | 656 |
|
|
2015
Q3 | $668K | Buy |
+12,801
| New | +$668K | 0.01% | 623 |
|
|
2015
Q2 | – | Sell |
-8,289
| Closed | -$465K | – | 2154 |
|
|
2015
Q1 | $465K | Sell |
8,289
-231
| -3% | -$13K | ﹤0.01% | 768 |
|
|
2014
Q4 | $488K | Buy |
8,520
+3,015
| +55% | +$173K | 0.01% | 701 |
|
|
2014
Q3 | $288K | Buy |
5,505
+1,248
| +29% | +$65.3K | ﹤0.01% | 882 |
|
|
2014
Q2 | $221K | Buy |
4,257
+791
| +23% | +$41.1K | ﹤0.01% | 972 |
|
|
2014
Q1 | $171K | Buy |
3,466
+302
| +10% | +$14.9K | ﹤0.01% | 1075 |
|
|
2013
Q4 | $153K | Buy |
3,164
+341
| +12% | +$16.5K | ﹤0.01% | 983 |
|
|
2013
Q3 | $123K | Hold |
2,823
| – | – | ﹤0.01% | 992 |
|
|
2013
Q2 | $113K | Buy |
+2,823
| New | +$113K | ﹤0.01% | 925 |
|