Fayez Sarofim & Co’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 | $317K | Hold |
1,450
| – | – | ﹤0.01% | 269 |
|
2025
Q1 | $354K | Hold |
1,450
| – | – | ﹤0.01% | 254 |
|
2024
Q4 | $308K | Hold |
1,450
| – | – | ﹤0.01% | 274 |
|
2024
Q3 | $323K | Hold |
1,450
| – | – | ﹤0.01% | 250 |
|
2024
Q2 | $306K | Hold |
1,450
| – | – | ﹤0.01% | 248 |
|
2024
Q1 | $299K | Hold |
1,450
| – | – | ﹤0.01% | 254 |
|
2023
Q4 | $287K | Sell |
1,450
-164
| -10% | -$32.5K | ﹤0.01% | 259 |
|
2023
Q3 | $307K | Hold |
1,614
| – | – | ﹤0.01% | 249 |
|
2023
Q2 | $304K | Sell |
1,614
-9,201
| -85% | -$1.73M | ﹤0.01% | 241 |
|
2023
Q1 | $1.8M | Buy |
10,815
+1
| +0% | +$167 | 0.01% | 150 |
|
2022
Q4 | $1.79M | Sell |
10,814
-10,400
| -49% | -$1.72M | 0.01% | 144 |
|
2022
Q3 | $3.17M | Buy |
21,214
+10,400
| +96% | +$1.55M | 0.01% | 121 |
|
2022
Q2 | $1.68M | Sell |
10,814
-415
| -4% | -$64.4K | 0.01% | 152 |
|
2022
Q1 | $1.91M | Buy |
11,229
+79
| +0.7% | +$13.5K | 0.01% | 161 |
|
2021
Q4 | $1.94M | Hold |
11,150
| – | – | 0.01% | 168 |
|
2021
Q3 | $1.69M | Sell |
11,150
-40
| -0.4% | -$6.06K | 0.01% | 163 |
|
2021
Q2 | $1.57M | Sell |
11,190
-1,560
| -12% | -$219K | 0.01% | 172 |
|
2021
Q1 | $1.55M | Hold |
12,750
| – | – | 0.01% | 155 |
|
2020
Q4 | $1.49M | Hold |
12,750
| – | – | 0.01% | 152 |
|
2020
Q3 | $1.46M | Sell |
12,750
-257
| -2% | -$29.5K | 0.01% | 145 |
|
2020
Q2 | $1.4M | Hold |
13,007
| – | – | 0.01% | 144 |
|
2020
Q1 | $1.13M | Buy |
13,007
+257
| +2% | +$22.2K | 0.01% | 143 |
|
2019
Q4 | $1.42M | Hold |
12,750
| – | – | 0.01% | 151 |
|
2019
Q3 | $1.28M | Hold |
12,750
| – | – | 0.01% | 151 |
|
2019
Q2 | $1.27M | Hold |
12,750
| – | – | 0.01% | 150 |
|
2019
Q1 | $1.2M | Hold |
12,750
| – | – | 0.01% | 153 |
|
2018
Q4 | $1.02M | Hold |
12,750
| – | – | 0.01% | 151 |
|
2018
Q3 | $1.06M | Hold |
12,750
| – | – | 0.01% | 159 |
|
2018
Q2 | $1.05M | Hold |
12,750
| – | – | 0.01% | 161 |
|
2018
Q1 | $1.05M | Hold |
12,750
| – | – | 0.01% | 155 |
|
2017
Q4 | $1.04M | Sell |
12,750
-250
| -2% | -$20.3K | 0.01% | 153 |
|
2017
Q3 | $1.09M | Hold |
13,000
| – | – | 0.01% | 155 |
|
2017
Q2 | $1.01M | Sell |
13,000
-1,500
| -10% | -$117K | 0.01% | 154 |
|
2017
Q1 | $1.07M | Hold |
14,500
| – | – | 0.01% | 154 |
|
2016
Q4 | $982K | Hold |
14,500
| – | – | 0.01% | 157 |
|
2016
Q3 | $976K | Hold |
14,500
| – | – | 0.01% | 153 |
|
2016
Q2 | $992K | Hold |
14,500
| – | – | 0.01% | 147 |
|
2016
Q1 | $881K | Hold |
14,500
| – | – | 0.01% | 153 |
|
2015
Q4 | $804K | Hold |
14,500
| – | – | ﹤0.01% | 154 |
|
2015
Q3 | $757K | Sell |
14,500
-20
| -0.1% | -$1.04K | ﹤0.01% | 158 |
|
2015
Q2 | $823K | Sell |
14,520
-18,496
| -56% | -$1.05M | ﹤0.01% | 151 |
|
2015
Q1 | $1.85M | Hold |
33,016
| – | – | 0.01% | 123 |
|
2014
Q4 | $1.89M | Hold |
33,016
| – | – | 0.01% | 125 |
|
2014
Q3 | $1.73M | Hold |
33,016
| – | – | 0.01% | 125 |
|
2014
Q2 | $1.71M | Hold |
33,016
| – | – | 0.01% | 131 |
|
2014
Q1 | $1.63M | Hold |
33,016
| – | – | 0.01% | 129 |
|
2013
Q4 | $1.6M | Buy |
+33,016
| New | +$1.6M | 0.01% | 129 |
|
2013
Q2 | $1.32M | Buy |
+33,016
| New | +$1.32M | 0.01% | 133 |
|