Diligent Investors’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 | $312K | Hold |
1,425
| – | – | 0.07% | 258 |
|
|
2025
Q1 | $348K | Hold |
1,425
| – | – | 0.08% | 251 |
|
|
2024
Q4 | $303K | Hold |
1,425
| – | – | 0.07% | 276 |
|
|
2024
Q3 | $318K | Hold |
1,425
| – | – | 0.07% | 259 |
|
|
2024
Q2 | $300K | Hold |
1,425
| – | – | 0.07% | 256 |
|
|
2024
Q1 | $294K | Hold |
1,425
| – | – | 0.07% | 258 |
|
|
2023
Q4 | $270K | Hold |
1,425
| – | – | 0.07% | 254 |
|
|
2023
Q3 | $271K | Hold |
1,425
| – | – | 0.08% | 236 |
|
|
2023
Q2 | $268K | Hold |
1,425
| – | – | 0.08% | 228 |
|
|
2023
Q1 | $237K | Sell |
1,425
-150
| -10% | -$25K | 0.07% | 235 |
|
|
2022
Q4 | $261K | Sell |
1,575
-100
| -6% | -$16.5K | 0.09% | 218 |
|
|
2022
Q3 | $250K | Sell |
1,675
-25
| -1% | -$3.73K | 0.09% | 205 |
|
|
2022
Q2 | $264K | Hold |
1,700
| – | – | 0.09% | 203 |
|
|
2022
Q1 | $290K | Hold |
1,700
| – | – | 0.08% | 211 |
|
|
2021
Q4 | $295K | Hold |
1,700
| – | – | 0.08% | 206 |
|
|
2021
Q3 | $239K | Hold |
1,700
| – | – | 0.08% | 202 |
|
|
2021
Q2 | $239K | Hold |
1,700
| – | – | 0.08% | 203 |
|
|
2021
Q1 | $207K | Buy |
+1,700
| New | +$207K | 0.08% | 212 |
|
|
2020
Q3 | – | Sell |
-1,950
| Closed | -$209K | – | 212 |
|
|
2020
Q2 | $209K | Buy |
+1,950
| New | +$209K | 0.1% | 173 |
|
|
2020
Q1 | – | Sell |
-2,160
| Closed | -$241K | – | 196 |
|
|
2019
Q4 | $241K | Sell |
2,160
-550
| -20% | -$61.4K | 0.11% | 172 |
|
|
2019
Q3 | $271K | Sell |
2,710
-300
| -10% | -$30K | 0.13% | 171 |
|
|
2019
Q2 | $300K | Sell |
3,010
-250
| -8% | -$24.9K | 0.15% | 157 |
|
|
2019
Q1 | $306K | Buy |
3,260
+10
| +0.3% | +$939 | 0.17% | 141 |
|
|
2018
Q4 | $259K | Sell |
3,250
-100
| -3% | -$7.97K | 0.17% | 139 |
|
|
2018
Q3 | $277K | Sell |
3,350
-100
| -3% | -$8.27K | 0.15% | 151 |
|
|
2018
Q2 | $283K | Sell |
3,450
-50
| -1% | -$4.1K | 0.17% | 144 |
|
|
2018
Q1 | $289K | Sell |
3,500
-150
| -4% | -$12.4K | 0.17% | 141 |
|
|
2017
Q4 | $297K | Sell |
3,650
-100
| -3% | -$8.14K | 0.19% | 140 |
|
|
2017
Q3 | $314K | Sell |
3,750
-250
| -6% | -$20.9K | 0.23% | 116 |
|
|
2017
Q2 | $312K | Sell |
4,000
-140
| -3% | -$10.9K | 0.22% | 116 |
|
|
2017
Q1 | $306K | Hold |
4,140
| – | – | 0.23% | 108 |
|
|
2016
Q4 | $280K | Sell |
4,140
-515
| -11% | -$34.8K | 0.22% | 115 |
|
|
2016
Q3 | $314K | Sell |
4,655
-150
| -3% | -$10.1K | 0.25% | 106 |
|
|
2016
Q2 | $329K | Sell |
4,805
-950
| -17% | -$65K | 0.31% | 93 |
|
|
2016
Q1 | $350K | Sell |
5,755
-100
| -2% | -$6.08K | 0.38% | 80 |
|
|
2015
Q4 | $325K | Sell |
5,855
-50
| -0.8% | -$2.78K | 0.37% | 85 |
|
|
2015
Q3 | $327K | Hold |
5,905
| – | – | 0.35% | 87 |
|
|
2015
Q2 | $342K | Hold |
5,905
| – | – | 0.36% | 89 |
|
|
2015
Q1 | $334K | Sell |
5,905
-175
| -3% | -$9.9K | 0.34% | 91 |
|
|
2014
Q4 | $334K | Buy |
+6,080
| New | +$334K | 0.34% | 88 |
|