Edgemoor Investment Advisors’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 | $1.42M | Buy |
6,472
+23
| +0.4% | +$5.03K | 0.12% | 85 |
|
|
2025
Q1 | $1.57M | Hold |
6,449
| – | – | 0.14% | 77 |
|
|
2024
Q4 | $1.37M | Hold |
6,449
| – | – | 0.12% | 84 |
|
|
2024
Q3 | $1.44M | Hold |
6,449
| – | – | 0.13% | 81 |
|
|
2024
Q2 | $1.36M | Hold |
6,449
| – | – | 0.13% | 79 |
|
|
2024
Q1 | $1.33M | Sell |
6,449
-26
| -0.4% | -$5.36K | 0.13% | 81 |
|
|
2023
Q4 | $1.23M | Sell |
6,475
-24
| -0.4% | -$4.55K | 0.13% | 80 |
|
|
2023
Q3 | $1.24M | Hold |
6,499
| – | – | 0.15% | 80 |
|
|
2023
Q2 | $1.22M | Sell |
6,499
-10
| -0.2% | -$1.88K | 0.14% | 82 |
|
|
2023
Q1 | $1.08M | Hold |
6,509
| – | – | 0.13% | 80 |
|
|
2022
Q4 | $1.08M | Hold |
6,509
| – | – | 0.13% | 86 |
|
|
2022
Q3 | $972K | Sell |
6,509
-29
| -0.4% | -$4.33K | 0.13% | 85 |
|
|
2022
Q2 | $1.02M | Buy |
6,538
+29
| +0.4% | +$4.5K | 0.13% | 86 |
|
|
2022
Q1 | $1.11M | Buy |
6,509
+249
| +4% | +$42.4K | 0.12% | 82 |
|
|
2021
Q4 | $1.09M | Hold |
6,260
| – | – | 0.11% | 79 |
|
|
2021
Q3 | $948K | Hold |
6,260
| – | – | 0.11% | 79 |
|
|
2021
Q2 | $881K | Hold |
6,260
| – | – | 0.08% | 82 |
|
|
2021
Q1 | $762K | Buy |
6,260
+1,708
| +38% | +$208K | 0.08% | 83 |
|
|
2020
Q4 | $533K | Buy |
4,552
+18
| +0.4% | +$2.11K | 0.06% | 88 |
|
|
2020
Q3 | $520K | Sell |
4,534
-220
| -5% | -$25.2K | 0.06% | 87 |
|
|
2020
Q2 | $510K | Hold |
4,754
| – | – | 0.07% | 84 |
|
|
2020
Q1 | $411K | Buy |
4,754
+1,614
| +51% | +$140K | 0.07% | 87 |
|
|
2019
Q4 | $350K | Hold |
3,140
| – | – | 0.04% | 107 |
|
|
2019
Q3 | $314K | Hold |
3,140
| – | – | 0.04% | 108 |
|
|
2019
Q2 | $313K | Hold |
3,140
| – | – | 0.04% | 110 |
|
|
2019
Q1 | $295K | Buy |
+3,140
| New | +$295K | 0.04% | 113 |
|