Elmwood Wealth Management’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 | $1.25M | Buy |
5,723
+1
| +0% | +$219 | 0.5% | 67 |
|
|
2025
Q1 | $1.4M | Sell |
5,722
-394
| -6% | -$96.1K | 0.57% | 59 |
|
|
2024
Q4 | $1.3M | Buy |
6,116
+4
| +0.1% | +$850 | 0.52% | 65 |
|
|
2024
Q3 | $1.36M | Sell |
6,112
-149
| -2% | -$33.2K | 0.56% | 63 |
|
|
2024
Q2 | $1.32M | Sell |
6,261
-125
| -2% | -$26.3K | 0.59% | 60 |
|
|
2024
Q1 | $1.32M | Buy |
6,386
+2,814
| +79% | +$580K | 0.56% | 65 |
|
|
2023
Q4 | $677K | Sell |
3,572
-2,946
| -45% | -$558K | 0.47% | 59 |
|
|
2023
Q3 | $1.24M | Buy |
6,518
+27
| +0.4% | +$5.14K | 0.6% | 57 |
|
|
2023
Q2 | $1.22M | Sell |
6,491
-162
| -2% | -$30.5K | 0.57% | 62 |
|
|
2023
Q1 | $1.11M | Buy |
6,653
+80
| +1% | +$13.3K | 0.52% | 66 |
|
|
2022
Q4 | $1.09M | Sell |
6,573
-40
| -0.6% | -$6.62K | 0.54% | 64 |
|
|
2022
Q3 | $987K | Buy |
6,613
+100
| +2% | +$14.9K | 0.49% | 63 |
|
|
2022
Q2 | $1.01M | Sell |
6,513
-175
| -3% | -$27.2K | 0.57% | 65 |
|
|
2022
Q1 | $1.14M | Buy |
6,688
+260
| +4% | +$44.3K | 0.58% | 64 |
|
|
2021
Q4 | $1.12M | Buy |
+6,428
| New | +$1.12M | 0.53% | 65 |
|
|
2021
Q2 | $936K | Sell |
6,653
-50
| -0.7% | -$7.03K | 0.49% | 69 |
|
|
2021
Q1 | $816K | Buy |
+6,703
| New | +$816K | 0.5% | 68 |
|
|
2020
Q3 | $761K | Hold |
7,083
| – | – | 0.62% | 57 |
|
|
2020
Q2 | $761K | Sell |
7,083
-857
| -11% | -$92.1K | 0.62% | 57 |
|
|
2020
Q1 | $656K | Buy |
7,940
+850
| +12% | +$70.2K | 0.63% | 57 |
|
|
2019
Q4 | $790K | Sell |
7,090
-112
| -2% | -$12.5K | 0.69% | 61 |
|
|
2019
Q3 | $721K | Hold |
7,202
| – | – | 0.73% | 54 |
|
|
2019
Q2 | $718K | Sell |
7,202
-40
| -0.6% | -$3.99K | 0.63% | 59 |
|
|
2019
Q1 | $680K | Sell |
7,242
-340
| -4% | -$31.9K | 0.63% | 58 |
|
|
2018
Q4 | $605K | Sell |
7,582
-508
| -6% | -$40.5K | 0.58% | 59 |
|
|
2018
Q3 | $669K | Buy |
8,090
+300
| +4% | +$24.8K | 0.56% | 66 |
|
|
2018
Q2 | $639K | Sell |
7,790
-150
| -2% | -$12.3K | 0.58% | 62 |
|
|
2018
Q1 | $656K | Buy |
+7,940
| New | +$656K | 0.63% | 57 |
|