EWM
Evercore Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Hold |
8,095
| – | – | 0.03% | 166 |
|
|
2025
Q1 | $1.98M | Sell |
8,095
-1
| -0% | -$244 | 0.03% | 154 |
|
|
2024
Q4 | $1.72M | Sell |
8,096
-2,153
| -21% | -$457K | 0.03% | 171 |
|
|
2024
Q3 | $2.29M | Buy |
10,249
+212
| +2% | +$47.3K | 0.03% | 150 |
|
|
2024
Q2 | $2.11M | Buy |
10,037
+1,218
| +14% | +$257K | 0.03% | 154 |
|
|
2024
Q1 | $1.82M | Sell |
8,819
-71
| -0.8% | -$14.6K | 0.03% | 170 |
|
|
2023
Q4 | $1.68M | Buy |
8,890
+1,223
| +16% | +$232K | 0.03% | 176 |
|
|
2023
Q3 | $1.46M | Sell |
7,667
-852
| -10% | -$162K | 0.03% | 178 |
|
|
2023
Q2 | $1.6M | Buy |
8,519
+150
| +2% | +$28.2K | 0.03% | 177 |
|
|
2023
Q1 | $1.39M | Sell |
8,369
-13
| -0.2% | -$2.17K | 0.03% | 180 |
|
|
2022
Q4 | $1.39M | Buy |
8,382
+449
| +6% | +$74.3K | 0.03% | 178 |
|
|
2022
Q3 | $1.18M | Hold |
7,933
| – | – | 0.03% | 183 |
|
|
2022
Q2 | $1.23M | Hold |
7,933
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $1.35M | Buy |
7,933
+4
| +0.1% | +$682 | 0.02% | 197 |
|
|
2021
Q4 | $1.38M | Hold |
7,929
| – | – | 0.02% | 196 |
|
|
2021
Q3 | $1.2M | Sell |
7,929
-500
| -6% | -$75.7K | 0.02% | 205 |
|
|
2021
Q2 | $1.19M | Sell |
8,429
-350
| -4% | -$49.2K | 0.02% | 208 |
|
|
2021
Q1 | $1.07M | Sell |
8,779
-87
| -1% | -$10.6K | 0.02% | 213 |
|
|
2020
Q4 | $1.04M | Sell |
8,866
-216
| -2% | -$25.3K | 0.02% | 212 |
|
|
2020
Q3 | $1.04M | Buy |
9,082
+403
| +5% | +$46.2K | 0.03% | 192 |
|
|
2020
Q2 | $932K | Sell |
8,679
-841
| -9% | -$90.3K | 0.02% | 192 |
|
|
2020
Q1 | $823K | Buy |
9,520
+699
| +8% | +$60.4K | 0.03% | 197 |
|
|
2019
Q4 | $983K | Buy |
8,821
+102
| +1% | +$11.4K | 0.03% | 204 |
|
|
2019
Q3 | $872K | Sell |
8,719
-695
| -7% | -$69.5K | 0.03% | 222 |
|
|
2019
Q2 | $939K | Hold |
9,414
| – | – | 0.03% | 212 |
|
|
2019
Q1 | $884K | Buy |
9,414
+821
| +10% | +$77.1K | 0.03% | 214 |
|
|
2018
Q4 | $685K | Buy |
8,593
+1,593
| +23% | +$127K | 0.03% | 219 |
|
|
2018
Q3 | $579K | Hold |
7,000
| – | – | 0.02% | 261 |
|
|
2018
Q2 | $574K | Sell |
7,000
-2,044
| -23% | -$168K | 0.02% | 257 |
|
|
2018
Q1 | $747K | Hold |
9,044
| – | – | 0.03% | 206 |
|
|
2017
Q4 | $736K | Hold |
9,044
| – | – | 0.03% | 217 |
|
|
2017
Q3 | $758K | Buy |
9,044
+139
| +2% | +$11.7K | 0.03% | 207 |
|
|
2017
Q2 | $695K | Hold |
8,905
| – | – | 0.03% | 214 |
|
|
2017
Q1 | $658K | Sell |
8,905
-32
| -0.4% | -$2.37K | 0.03% | 224 |
|
|
2016
Q4 | $604K | Buy |
8,937
+472
| +6% | +$31.9K | 0.03% | 236 |
|
|
2016
Q3 | $570K | Buy |
8,465
+715
| +9% | +$48.1K | 0.02% | 238 |
|
|
2016
Q2 | $530K | Buy |
7,750
+687
| +10% | +$47K | 0.02% | 235 |
|
|
2016
Q1 | $430K | Hold |
7,063
| – | – | 0.02% | 258 |
|
|
2015
Q4 | $391K | Buy |
7,063
+63
| +0.9% | +$3.49K | 0.02% | 279 |
|
|
2015
Q3 | $366K | Hold |
7,000
| – | – | 0.02% | 298 |
|
|
2015
Q2 | $397K | Hold |
7,000
| – | – | 0.02% | 302 |
|
|
2015
Q1 | $393K | Sell |
7,000
-53
| -0.8% | -$2.98K | 0.02% | 310 |
|
|
2014
Q4 | $404K | Buy |
7,053
+53
| +0.8% | +$3.04K | 0.02% | 272 |
|
|
2014
Q3 | $366K | Hold |
7,000
| – | – | 0.02% | 307 |
|
|
2014
Q2 | $363K | Sell |
7,000
-240
| -3% | -$12.4K | 0.02% | 312 |
|
|
2014
Q1 | $357K | Hold |
7,240
| – | – | 0.02% | 301 |
|
|
2013
Q4 | $351K | Hold |
7,240
| – | – | 0.02% | 306 |
|
|
2013
Q3 | $315K | Buy |
7,240
+240
| +3% | +$10.4K | 0.02% | 342 |
|
|
2013
Q2 | $279K | Buy |
+7,000
| New | +$279K | 0.02% | 357 |
|