Deseret Mutual Benefit Administrators’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 | $338K | Hold |
1,548
| – | – | 0.16% | 86 |
|
|
2025
Q1 | $378K | Buy |
1,548
+51
| +3% | +$12.4K | 0.19% | 77 |
|
|
2024
Q4 | $318K | Buy |
1,497
+5
| +0.3% | +$1.06K | 0.16% | 86 |
|
|
2024
Q3 | $333K | Sell |
1,492
-65
| -4% | -$14.5K | 0.17% | 85 |
|
|
2024
Q2 | $328K | Hold |
1,557
| – | – | 0.15% | 83 |
|
|
2024
Q1 | $321K | Sell |
1,557
-308
| -17% | -$63.4K | 0.16% | 85 |
|
|
2023
Q4 | $353K | Sell |
1,865
-626
| -25% | -$119K | 0.2% | 69 |
|
|
2023
Q3 | $474K | Sell |
2,491
-279
| -10% | -$53.1K | 0.23% | 64 |
|
|
2023
Q2 | $521K | Sell |
2,770
-2
| -0.1% | -$376 | 0.2% | 66 |
|
|
2023
Q1 | $462K | Buy |
2,772
+132
| +5% | +$22K | 0.18% | 73 |
|
|
2022
Q4 | $437K | Sell |
2,640
-2,749
| -51% | -$455K | 0.18% | 76 |
|
|
2022
Q3 | $805K | Sell |
5,389
-1,318
| -20% | -$197K | 0.23% | 65 |
|
|
2022
Q2 | $1.04M | Buy |
6,707
+137
| +2% | +$21.3K | 0.24% | 65 |
|
|
2022
Q1 | $1.12M | Sell |
6,570
-832
| -11% | -$142K | 0.22% | 65 |
|
|
2021
Q4 | $1.29M | Buy |
7,402
+182
| +3% | +$31.6K | 0.22% | 71 |
|
|
2021
Q3 | $1.09M | Buy |
7,220
+5,367
| +290% | +$812K | 0.2% | 75 |
|
|
2021
Q2 | $261K | Buy |
+1,853
| New | +$261K | 0.06% | 155 |
|