D.A. Davidson & Co’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 | $910K | Buy |
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|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $604K | Buy |
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|
2022
Q2 | $613K | Buy |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $637K | Buy |
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|
2021
Q3 | $551K | Sell |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $417K | Hold |
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|
2020
Q2 | $390K | Buy |
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $1.2M | Buy |
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|
2018
Q4 | $990K | Buy |
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|
2018
Q3 | $941K | Buy |
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|
2018
Q2 | $903K | Buy |
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|
2018
Q1 | $464K | Sell |
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|
2017
Q4 | $795K | Buy |
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|
2017
Q3 | $637K | Sell |
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|
2017
Q2 | $601K | Sell |
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|
2017
Q1 | $574K | Sell |
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|
2016
Q4 | $626K | Buy |
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|
2016
Q3 | $585K | Buy |
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|
2016
Q2 | $280K | Buy |
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|
2016
Q1 | $237K | Buy |
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|
2015
Q4 | $188K | Buy |
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|
2015
Q3 | $173K | Buy |
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|
2015
Q2 | $174K | Sell |
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|
2015
Q1 | $192K | Buy |
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|
2014
Q4 | $186K | Sell |
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|
2014
Q3 | $181K | Sell |
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|
2014
Q2 | $189K | Buy |
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|
2014
Q1 | $176K | Sell |
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|
2013
Q4 | $179K | Buy |
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|
2013
Q3 | $160K | Sell |
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|
2013
Q2 | $147K | Buy |
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