FDx Advisors’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 | – | Sell |
-823
| Closed | -$201K | – | 187 |
|
|
2025
Q1 | $201K | Buy |
+823
| New | +$201K | 0.07% | 170 |
|
|
2024
Q2 | – | Sell |
-12,771
| Closed | -$2.63M | – | 294 |
|
|
2024
Q1 | $2.63M | Sell |
12,771
-5,784
| -31% | -$1.19M | 0.4% | 74 |
|
|
2023
Q4 | $3.52M | Sell |
18,555
-6,934
| -27% | -$1.31M | 0.27% | 90 |
|
|
2023
Q3 | $4.85M | Sell |
25,489
-7,121
| -22% | -$1.36M | 0.4% | 69 |
|
|
2023
Q2 | $6.13M | Sell |
32,610
-9,255
| -22% | -$1.74M | 0.34% | 78 |
|
|
2023
Q1 | $6.93M | Hold |
41,865
| – | – | 0.3% | 80 |
|
|
2022
Q4 | $6.93M | Buy |
41,865
+2,556
| +7% | +$423K | 0.3% | 80 |
|
|
2022
Q3 | $5.87M | Sell |
39,309
-2,194
| -5% | -$328K | 0.26% | 87 |
|
|
2022
Q2 | $6.44M | Buy |
41,503
+204
| +0.5% | +$31.7K | 0.24% | 86 |
|
|
2022
Q1 | $7.04M | Sell |
41,299
-19,498
| -32% | -$3.32M | 0.24% | 87 |
|
|
2021
Q4 | $10.6M | Buy |
60,797
+1,747
| +3% | +$304K | 0.29% | 76 |
|
|
2021
Q3 | $8.94M | Buy |
59,050
+2,439
| +4% | +$369K | 0.29% | 76 |
|
|
2021
Q2 | $7.96M | Buy |
56,611
+4,450
| +9% | +$626K | 0.26% | 82 |
|
|
2021
Q1 | $6.35M | Buy |
52,161
+2,711
| +5% | +$330K | 0.24% | 91 |
|
|
2020
Q4 | $5.79M | Buy |
49,450
+2,890
| +6% | +$338K | 0.24% | 93 |
|
|
2020
Q3 | $5.34M | Buy |
46,560
+17,423
| +60% | +$2M | 0.25% | 87 |
|
|
2020
Q2 | $3.13M | Sell |
29,137
-1,645
| -5% | -$177K | 0.16% | 114 |
|
|
2020
Q1 | $2.66M | Buy |
30,782
+3,075
| +11% | +$266K | 0.17% | 112 |
|
|
2019
Q4 | $3.09M | Buy |
27,707
+9,295
| +50% | +$1.04M | 0.17% | 119 |
|
|
2019
Q3 | $1.84M | Sell |
18,412
-7,100
| -28% | -$710K | 0.13% | 142 |
|
|
2019
Q2 | $2.55M | Sell |
25,512
-290
| -1% | -$28.9K | 0.1% | 167 |
|
|
2019
Q1 | $2.42M | Buy |
25,802
+4,729
| +22% | +$444K | 0.1% | 156 |
|
|
2018
Q4 | $1.68M | Sell |
21,073
-11,174
| -35% | -$891K | 0.14% | 117 |
|
|
2018
Q3 | $2.67M | Buy |
32,247
+530
| +2% | +$43.8K | 0.1% | 159 |
|
|
2018
Q2 | $2.6M | Buy |
31,717
+4,577
| +17% | +$375K | 0.09% | 176 |
|
|
2018
Q1 | $2.24M | Sell |
27,140
-3,505
| -11% | -$290K | 0.07% | 258 |
|
|
2017
Q4 | $2.49M | Buy |
30,645
+1,268
| +4% | +$103K | 0.07% | 250 |
|
|
2017
Q3 | $2.46M | Buy |
29,377
+5,580
| +23% | +$468K | 0.07% | 252 |
|
|
2017
Q2 | $1.86M | Buy |
23,797
+3,195
| +16% | +$249K | 0.05% | 317 |
|
|
2017
Q1 | $1.52M | Sell |
20,602
-4,347
| -17% | -$321K | 0.05% | 383 |
|
|
2016
Q4 | $1.69M | Buy |
24,949
+9,565
| +62% | +$646K | 0.05% | 332 |
|
|
2016
Q3 | $1.04M | Sell |
15,384
-134
| -0.9% | -$9.02K | 0.04% | 381 |
|
|
2016
Q2 | $1.06M | Sell |
15,518
-434
| -3% | -$29.7K | 0.05% | 340 |
|
|
2016
Q1 | $970K | Sell |
15,952
-806
| -5% | -$49K | 0.04% | 374 |
|
|
2015
Q4 | $929K | Buy |
16,758
+3,591
| +27% | +$199K | 0.04% | 367 |
|
|
2015
Q3 | $688K | Sell |
13,167
-197
| -1% | -$10.3K | 0.06% | 360 |
|
|
2015
Q2 | $758K | Sell |
13,364
-4,936
| -27% | -$280K | 0.04% | 420 |
|
|
2015
Q1 | $1.03M | Buy |
18,300
+1,483
| +9% | +$83.4K | 0.02% | 586 |
|
|
2014
Q4 | $963K | Buy |
16,817
+248
| +1% | +$14.2K | 0.06% | 313 |
|
|
2014
Q3 | $867K | Buy |
16,569
+194
| +1% | +$10.2K | 0.06% | 368 |
|
|
2014
Q2 | $849K | Buy |
16,375
+2,283
| +16% | +$118K | 0.06% | 383 |
|
|
2014
Q1 | $695K | Buy |
14,092
+3,804
| +37% | +$188K | 0.06% | 340 |
|
|
2013
Q4 | $485K | Buy |
10,288
+655
| +7% | +$30.9K | 0.05% | 369 |
|
|
2013
Q3 | $420K | Sell |
9,633
-1,065
| -10% | -$46.4K | 0.05% | 330 |
|
|
2013
Q2 | $427K | Buy |
+10,698
| New | +$427K | 0.06% | 294 |
|