Ethic Inc’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 | $14.9M | Sell |
68,479
-4,326
| -6% | -$939K | 0.27% | 70 |
|
|
2025
Q1 | $17.8M | Buy |
72,805
+5,236
| +8% | +$1.28M | 0.36% | 45 |
|
|
2024
Q4 | $14.4M | Buy |
67,569
+12,002
| +22% | +$2.55M | 0.29% | 55 |
|
|
2024
Q3 | $11.4M | Sell |
55,567
-9,176
| -14% | -$1.89M | 0.29% | 65 |
|
|
2024
Q2 | $13.6M | Buy |
64,743
+9,176
| +17% | +$1.93M | 0.32% | 58 |
|
|
2024
Q1 | $11.4M | Buy |
55,567
+1,896
| +4% | +$391K | 0.29% | 65 |
|
|
2023
Q4 | $10.2M | Sell |
53,671
-1,481
| -3% | -$281K | 0.3% | 63 |
|
|
2023
Q3 | $10.5M | Sell |
55,152
-15,327
| -22% | -$2.92M | 0.37% | 43 |
|
|
2023
Q2 | $13.3M | Buy |
70,479
+1,090
| +2% | +$205K | 0.49% | 30 |
|
|
2023
Q1 | $11.6M | Buy |
69,389
+10,974
| +19% | +$1.83M | 0.47% | 29 |
|
|
2022
Q4 | $9.67M | Buy |
58,415
+4,848
| +9% | +$802K | 0.52% | 29 |
|
|
2022
Q3 | $8M | Buy |
53,567
+2,850
| +6% | +$425K | 0.54% | 25 |
|
|
2022
Q2 | $7.87M | Buy |
50,717
+11,287
| +29% | +$1.75M | 0.55% | 21 |
|
|
2022
Q1 | $6.72M | Buy |
39,430
+8,691
| +28% | +$1.48M | 0.46% | 32 |
|
|
2021
Q4 | $5.34M | Buy |
30,739
+3,771
| +14% | +$655K | 0.41% | 46 |
|
|
2021
Q3 | $4.08M | Buy |
26,968
+5,206
| +24% | +$788K | 0.42% | 48 |
|
|
2021
Q2 | $3.06M | Buy |
21,762
+7,492
| +53% | +$1.05M | 0.37% | 56 |
|
|
2021
Q1 | $1.74M | Buy |
14,270
+4,699
| +49% | +$572K | 0.31% | 77 |
|
|
2020
Q4 | $1.12M | Buy |
9,571
+881
| +10% | +$103K | 0.3% | 84 |
|
|
2020
Q3 | $997K | Buy |
8,690
+677
| +8% | +$77.7K | 0.38% | 59 |
|
|
2020
Q2 | $860K | Sell |
8,013
-277
| -3% | -$29.7K | 0.49% | 45 |
|
|
2020
Q1 | $717K | Sell |
8,290
-74
| -0.9% | -$6.4K | 0.6% | 47 |
|
|
2019
Q4 | $932K | Buy |
+8,364
| New | +$932K | 0.69% | 31 |
|