Empirical Finance’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 | $3.77M | Buy |
17,245
+111
| +0.6% | +$24.3K | 0.2% | 103 |
|
|
2025
Q1 | $4.18M | Buy |
17,134
+258
| +2% | +$63K | 0.25% | 89 |
|
|
2024
Q4 | $3.58M | Sell |
16,876
-226
| -1% | -$48K | 0.21% | 91 |
|
|
2024
Q3 | $3.82M | Buy |
17,102
+364
| +2% | +$81.2K | 0.22% | 89 |
|
|
2024
Q2 | $3.53M | Sell |
16,738
-1,227
| -7% | -$259K | 0.22% | 90 |
|
|
2024
Q1 | $3.7M | Buy |
17,965
+600
| +3% | +$124K | 0.23% | 97 |
|
|
2023
Q4 | $3.29M | Buy |
17,365
+60
| +0.3% | +$11.4K | 0.23% | 98 |
|
|
2023
Q3 | $3.29M | Buy |
17,305
+1,566
| +10% | +$298K | 0.24% | 89 |
|
|
2023
Q2 | $2.96M | Buy |
15,739
+1,762
| +13% | +$331K | 0.23% | 92 |
|
|
2023
Q1 | $2.33M | Buy |
13,977
+673
| +5% | +$112K | 0.22% | 98 |
|
|
2022
Q4 | $2.2M | Buy |
13,304
+1,002
| +8% | +$166K | 0.23% | 93 |
|
|
2022
Q3 | $1.84M | Buy |
12,302
+2,006
| +19% | +$300K | 0.22% | 91 |
|
|
2022
Q2 | $1.6M | Buy |
10,296
+536
| +5% | +$83.2K | 0.2% | 91 |
|
|
2022
Q1 | $1.66M | Buy |
9,760
+1,038
| +12% | +$177K | 0.19% | 100 |
|
|
2021
Q4 | $1.52M | Buy |
8,722
+2,320
| +36% | +$403K | 0.18% | 104 |
|
|
2021
Q3 | $969K | Buy |
6,402
+361
| +6% | +$54.6K | 0.15% | 145 |
|
|
2021
Q2 | $850K | Buy |
6,041
+856
| +17% | +$120K | 0.14% | 176 |
|
|
2021
Q1 | $607K | Hold |
5,185
| – | – | 0.11% | 185 |
|
|
2020
Q4 | $607K | Buy |
5,185
+910
| +21% | +$107K | 0.11% | 185 |
|
|
2020
Q3 | $490K | Buy |
4,275
+915
| +27% | +$105K | 0.11% | 175 |
|
|
2020
Q2 | $361K | Buy |
3,360
+421
| +14% | +$45.2K | 0.09% | 173 |
|
|
2020
Q1 | $254K | Buy |
2,939
+1,045
| +55% | +$90.3K | 0.08% | 180 |
|
|
2019
Q4 | $211K | Buy |
+1,894
| New | +$211K | 0.05% | 197 |
|
|
2017
Q1 | – | Sell |
-242
| Closed | -$17K | – | 379 |
|
|
2016
Q4 | $17K | Buy |
+242
| New | +$17K | 0.01% | 219 |
|