D.A. Davidson & Co’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 | $975K | Sell |
4,460
-312
| -7% | -$68.2K | 0.01% | 827 |
|
|
2025
Q1 | $1.16M | Sell |
4,772
-712
| -13% | -$174K | 0.01% | 720 |
|
|
2024
Q4 | $1.16M | Sell |
5,484
-180
| -3% | -$38.2K | 0.01% | 715 |
|
|
2024
Q3 | $1.26M | Sell |
5,664
-1,099
| -16% | -$245K | 0.01% | 691 |
|
|
2024
Q2 | $1.43M | Buy |
6,763
+1,146
| +20% | +$242K | 0.01% | 625 |
|
|
2024
Q1 | $1.16M | Sell |
5,617
-171
| -3% | -$35.2K | 0.01% | 688 |
|
|
2023
Q4 | $1.1M | Sell |
5,788
-1,583
| -21% | -$300K | 0.01% | 685 |
|
|
2023
Q3 | $1.4M | Sell |
7,371
-73
| -1% | -$13.9K | 0.02% | 572 |
|
|
2023
Q2 | $1.4M | Buy |
7,444
+937
| +14% | +$176K | 0.01% | 588 |
|
|
2023
Q1 | $1.08M | Buy |
6,507
+2,090
| +47% | +$348K | 0.01% | 640 |
|
|
2022
Q4 | $731K | Buy |
4,417
+374
| +9% | +$61.9K | 0.01% | 728 |
|
|
2022
Q3 | $604K | Buy |
4,043
+93
| +2% | +$13.9K | 0.01% | 753 |
|
|
2022
Q2 | $613K | Buy |
3,950
+209
| +6% | +$32.4K | 0.01% | 755 |
|
|
2022
Q1 | $638K | Buy |
3,741
+79
| +2% | +$13.5K | 0.01% | 792 |
|
|
2021
Q4 | $637K | Buy |
3,662
+22
| +0.6% | +$3.83K | 0.01% | 798 |
|
|
2021
Q3 | $551K | Sell |
3,640
-37
| -1% | -$5.6K | 0.01% | 808 |
|
|
2021
Q2 | $517K | Sell |
3,677
-41
| -1% | -$5.77K | 0.01% | 821 |
|
|
2021
Q1 | $453K | Buy |
3,718
+83
| +2% | +$10.1K | 0.01% | 839 |
|
|
2020
Q4 | $425K | Hold |
3,635
| – | – | 0.01% | 762 |
|
|
2020
Q3 | $417K | Hold |
3,635
| – | – | 0.01% | 670 |
|
|
2020
Q2 | $390K | Buy |
3,635
+123
| +4% | +$13.2K | 0.01% | 689 |
|
|
2020
Q1 | $304K | Hold |
3,512
| – | – | 0.01% | 737 |
|
|
2019
Q4 | $391K | Hold |
3,512
| – | – | 0.01% | 743 |
|
|
2019
Q3 | $351K | Buy |
3,512
+201
| +6% | +$20.1K | 0.01% | 748 |
|
|
2019
Q2 | $330K | Sell |
3,311
-9,582
| -74% | -$955K | 0.01% | 749 |
|
|
2019
Q1 | $1.2M | Buy |
12,893
+476
| +4% | +$44.2K | 0.02% | 470 |
|
|
2018
Q4 | $990K | Buy |
12,417
+1,045
| +9% | +$83.3K | 0.02% | 483 |
|
|
2018
Q3 | $941K | Buy |
11,372
+358
| +3% | +$29.6K | 0.02% | 527 |
|
|
2018
Q2 | $903K | Buy |
11,014
+5,398
| +96% | +$443K | 0.02% | 530 |
|
|
2018
Q1 | $464K | Sell |
5,616
-4,157
| -43% | -$343K | 0.01% | 721 |
|
|
2017
Q4 | $795K | Buy |
9,773
+2,164
| +28% | +$176K | 0.02% | 522 |
|
|
2017
Q3 | $637K | Sell |
7,609
-105
| -1% | -$8.79K | 0.01% | 606 |
|
|
2017
Q2 | $601K | Sell |
7,714
-64
| -0.8% | -$4.99K | 0.01% | 574 |
|
|
2017
Q1 | $574K | Sell |
7,778
-1,510
| -16% | -$111K | 0.01% | 571 |
|
|
2016
Q4 | $626K | Buy |
9,288
+569
| +7% | +$38.4K | 0.01% | 591 |
|
|
2016
Q3 | $585K | Buy |
8,719
+4,606
| +112% | +$309K | 0.01% | 585 |
|
|
2016
Q2 | $280K | Buy |
4,113
+195
| +5% | +$13.3K | 0.01% | 730 |
|
|
2016
Q1 | $237K | Buy |
3,918
+518
| +15% | +$31.3K | 0.01% | 770 |
|
|
2015
Q4 | $188K | Buy |
3,400
+49
| +1% | +$2.71K | 0.01% | 853 |
|
|
2015
Q3 | $173K | Buy |
3,351
+226
| +7% | +$11.7K | 0.01% | 871 |
|
|
2015
Q2 | $174K | Sell |
3,125
-327
| -9% | -$18.2K | 0.01% | 924 |
|
|
2015
Q1 | $192K | Buy |
3,452
+155
| +5% | +$8.62K | 0.01% | 879 |
|
|
2014
Q4 | $186K | Sell |
3,297
-220
| -6% | -$12.4K | 0.01% | 894 |
|
|
2014
Q3 | $181K | Sell |
3,517
-165
| -4% | -$8.49K | 0.01% | 897 |
|
|
2014
Q2 | $189K | Buy |
3,682
+37
| +1% | +$1.9K | 0.01% | 918 |
|
|
2014
Q1 | $176K | Sell |
3,645
-142
| -4% | -$6.86K | 0.01% | 923 |
|
|
2013
Q4 | $179K | Buy |
3,787
+57
| +2% | +$2.69K | 0.01% | 870 |
|
|
2013
Q3 | $160K | Sell |
3,730
-44
| -1% | -$1.89K | 0.01% | 757 |
|
|
2013
Q2 | $147K | Buy |
+3,774
| New | +$147K | 0.01% | 752 |
|