DF Dent & 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 | $1.37M | Buy |
6,271
+1,462
| +30% | +$320K | 0.02% | 150 |
|
|
2025
Q1 | $1.17M | Sell |
4,809
-953
| -17% | -$233K | 0.02% | 157 |
|
|
2024
Q4 | $1.22M | Buy |
5,762
+49
| +0.9% | +$10.4K | 0.02% | 153 |
|
|
2024
Q3 | $1.27M | Buy |
5,713
+102
| +2% | +$22.8K | 0.02% | 155 |
|
|
2024
Q2 | $1.18M | Sell |
5,611
-678
| -11% | -$143K | 0.02% | 146 |
|
|
2024
Q1 | $1.3M | Buy |
6,289
+196
| +3% | +$40.4K | 0.02% | 150 |
|
|
2023
Q4 | $1.15M | Sell |
6,093
-6
| -0.1% | -$1.14K | 0.02% | 146 |
|
|
2023
Q3 | $1.16M | Buy |
6,099
+3
| +0% | +$571 | 0.02% | 145 |
|
|
2023
Q2 | $1.15M | Sell |
6,096
-285
| -4% | -$53.6K | 0.02% | 151 |
|
|
2023
Q1 | $1.06M | Buy |
6,381
+417
| +7% | +$69.5K | 0.02% | 152 |
|
|
2022
Q4 | $987K | Buy |
5,964
+1,108
| +23% | +$183K | 0.01% | 152 |
|
|
2022
Q3 | $725K | Buy |
4,856
+1,438
| +42% | +$215K | 0.01% | 155 |
|
|
2022
Q2 | $531K | Buy |
3,418
+703
| +26% | +$109K | 0.01% | 171 |
|
|
2022
Q1 | $463K | Buy |
2,715
+207
| +8% | +$35.3K | 0.01% | 195 |
|
|
2021
Q4 | $436K | Sell |
2,508
-103
| -4% | -$17.9K | ﹤0.01% | 198 |
|
|
2021
Q3 | $395K | Sell |
2,611
-25
| -0.9% | -$3.78K | ﹤0.01% | 195 |
|
|
2021
Q2 | $371K | Buy |
2,636
+233
| +10% | +$32.8K | ﹤0.01% | 198 |
|
|
2021
Q1 | $293K | Buy |
2,403
+126
| +6% | +$15.4K | ﹤0.01% | 205 |
|
|
2020
Q4 | $266K | Buy |
2,277
+12
| +0.5% | +$1.4K | ﹤0.01% | 204 |
|
|
2020
Q3 | $260K | Buy |
+2,265
| New | +$260K | ﹤0.01% | 197 |
|
|
2019
Q1 | – | Sell |
-12,035
| Closed | -$960K | – | 226 |
|
|
2018
Q4 | $960K | Sell |
12,035
-36
| -0.3% | -$2.87K | 0.02% | 145 |
|
|
2018
Q3 | $999K | Sell |
12,071
-7,944
| -40% | -$657K | 0.02% | 156 |
|
|
2018
Q2 | $1.64M | Buy |
20,015
+36
| +0.2% | +$2.95K | 0.04% | 112 |
|
|
2018
Q1 | $1.65M | Buy |
19,979
+16,016
| +404% | +$1.32M | 0.04% | 108 |
|
|
2017
Q4 | $323K | Buy |
+3,963
| New | +$323K | 0.01% | 203 |
|