Edgestream Partners’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 | $8.15M | Buy |
37,298
+14,073
| +61% | +$3.08M | 0.23% | 137 |
|
|
2025
Q1 | $5.67M | Buy |
23,225
+12,215
| +111% | +$2.98M | 0.19% | 195 |
|
|
2024
Q4 | $2.34M | Sell |
11,010
-6,094
| -36% | -$1.29M | 0.1% | 367 |
|
|
2024
Q3 | $3.82M | Buy |
17,104
+14,768
| +632% | +$3.29M | 0.17% | 200 |
|
|
2024
Q2 | $492K | Sell |
2,336
-21,739
| -90% | -$4.58M | 0.02% | 670 |
|
|
2024
Q1 | $4.96M | Buy |
24,075
+22,946
| +2,032% | +$4.73M | 0.25% | 106 |
|
|
2023
Q4 | $214K | Sell |
1,129
-726
| -39% | -$138K | 0.02% | 779 |
|
|
2023
Q3 | $353K | Buy |
+1,855
| New | +$353K | 0.03% | 675 |
|
|
2023
Q1 | – | Sell |
-1,794
| Closed | -$297K | – | 617 |
|
|
2022
Q4 | $297K | Buy |
+1,794
| New | +$297K | 0.03% | 439 |
|
|
2022
Q3 | – | Sell |
-4,738
| Closed | -$736K | – | 554 |
|
|
2022
Q2 | $736K | Sell |
4,738
-3,118
| -40% | -$484K | 0.06% | 365 |
|
|
2022
Q1 | $1.34M | Buy |
7,856
+6,019
| +328% | +$1.03M | 0.11% | 279 |
|
|
2021
Q4 | $319K | Buy |
+1,837
| New | +$319K | 0.02% | 434 |
|
|
2021
Q2 | – | Sell |
-8,669
| Closed | -$1.06M | – | 508 |
|
|
2021
Q1 | $1.06M | Sell |
8,669
-16,668
| -66% | -$2.03M | 0.06% | 296 |
|
|
2020
Q4 | $2.96M | Buy |
+25,337
| New | +$2.96M | 0.15% | 177 |
|
|
2020
Q3 | – | Sell |
-48,815
| Closed | -$5.24M | – | 334 |
|
|
2020
Q2 | $5.24M | Buy |
48,815
+26,084
| +115% | +$2.8M | 0.28% | 109 |
|
|
2020
Q1 | $1.97M | Buy |
22,731
+15,031
| +195% | +$1.3M | 0.18% | 143 |
|
|
2019
Q4 | $858K | Sell |
7,700
-13,828
| -64% | -$1.54M | 0.04% | 244 |
|
|
2019
Q3 | $2.15M | Buy |
+21,528
| New | +$2.15M | 0.21% | 134 |
|
|
2018
Q4 | – | Sell |
-5,174
| Closed | -$428K | – | 275 |
|
|
2018
Q3 | $428K | Buy |
+5,174
| New | +$428K | 0.07% | 193 |
|
|
2018
Q1 | – | Sell |
-4,389
| Closed | -$357K | – | 259 |
|
|
2017
Q4 | $357K | Sell |
4,389
-5,636
| -56% | -$458K | 0.43% | 61 |
|
|
2017
Q3 | $840K | Sell |
10,025
-4,287
| -30% | -$359K | 0.45% | 50 |
|
|
2017
Q2 | $1.12M | Buy |
14,312
+3,836
| +37% | +$299K | 0.42% | 47 |
|
|
2017
Q1 | $774K | Buy |
+10,476
| New | +$774K | 0.34% | 68 |
|
|
2016
Q4 | – | Sell |
-9,858
| Closed | -$663K | – | 119 |
|
|
2016
Q3 | $663K | Buy |
+9,858
| New | +$663K | 0.37% | 64 |
|