Edmond de Rothschild Holding’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 | $11.3M | Buy |
51,608
+1,961
| +4% | +$429K | 0.18% | 114 |
|
|
2025
Q1 | $12.1M | Buy |
49,647
+3,064
| +7% | +$748K | 0.21% | 106 |
|
|
2024
Q4 | $9.89M | Buy |
46,583
+2,087
| +5% | +$443K | 0.17% | 124 |
|
|
2024
Q3 | $9.93M | Buy |
44,496
+11,117
| +33% | +$2.48M | 0.16% | 128 |
|
|
2024
Q2 | $7.03M | Buy |
33,379
+8,443
| +34% | +$1.78M | 0.12% | 142 |
|
|
2024
Q1 | $5.14M | Buy |
+24,936
| New | +$5.14M | 0.09% | 160 |
|
|
2023
Q3 | – | Sell |
-105
| Closed | -$19.7K | – | 723 |
|
|
2023
Q2 | $19.7K | Buy |
+105
| New | +$19.7K | ﹤0.01% | 645 |
|
|
2022
Q3 | – | Sell |
-10,753
| Closed | -$1.67M | – | 842 |
|
|
2022
Q2 | $1.67M | Sell |
10,753
-2,213
| -17% | -$343K | 0.04% | 281 |
|
|
2022
Q1 | $2.21M | Sell |
12,966
-1,657
| -11% | -$282K | 0.05% | 249 |
|
|
2021
Q4 | $2.54M | Buy |
14,623
+3,200
| +28% | +$556K | 0.06% | 250 |
|
|
2021
Q3 | $1.73M | Hold |
11,423
| – | – | 0.04% | 299 |
|
|
2021
Q2 | $1.61M | Buy |
11,423
+2,228
| +24% | +$313K | 0.04% | 310 |
|
|
2021
Q1 | $1.12M | Buy |
9,195
+5,105
| +125% | +$622K | 0.03% | 314 |
|
|
2020
Q4 | $479K | Buy |
4,090
+3,094
| +311% | +$362K | 0.02% | 357 |
|
|
2020
Q3 | $114K | Buy |
+996
| New | +$114K | ﹤0.01% | 452 |
|
|
2018
Q4 | – | Sell |
-1,476
| Closed | -$122K | – | 705 |
|
|
2018
Q3 | $122K | Sell |
1,476
-891
| -38% | -$73.6K | ﹤0.01% | 517 |
|
|
2018
Q2 | $194K | Sell |
2,367
-118
| -5% | -$9.67K | 0.01% | 476 |
|
|
2018
Q1 | $205K | Buy |
+2,485
| New | +$205K | 0.01% | 463 |
|
|
2017
Q4 | – | Sell |
-2,514
| Closed | -$211K | – | 803 |
|
|
2017
Q3 | $211K | Buy |
+2,514
| New | +$211K | 0.01% | 469 |
|
|
2017
Q2 | – | Sell |
-184
| Closed | -$14K | – | 818 |
|
|
2017
Q1 | $14K | Buy |
184
+73
| +66% | +$5.55K | ﹤0.01% | 739 |
|
|
2016
Q4 | $8K | Buy |
111
+51
| +85% | +$3.68K | ﹤0.01% | 759 |
|
|
2016
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 799 |
|