Ferguson Wellman Capital Management’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 | $1.24M | Sell |
5,662
-166
| -3% | -$36.3K | 0.02% | 165 |
|
|
2025
Q1 | $1.42M | Sell |
5,828
-333
| -5% | -$81.3K | 0.03% | 159 |
|
|
2024
Q4 | $1.31M | Sell |
6,161
-48
| -0.8% | -$10.2K | 0.02% | 167 |
|
|
2024
Q3 | $1.39M | Sell |
6,209
-7
| -0.1% | -$1.56K | 0.03% | 168 |
|
|
2024
Q2 | $1.31M | Sell |
6,216
-1
| -0% | -$211 | 0.03% | 161 |
|
|
2024
Q1 | $1.28M | Buy |
6,217
+5
| +0.1% | +$1.03K | 0.03% | 174 |
|
|
2023
Q4 | $1.18M | Hold |
6,212
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $1.18M | Buy |
6,212
+7
| +0.1% | +$1.33K | 0.03% | 163 |
|
|
2023
Q2 | $1.17M | Buy |
6,205
+366
| +6% | +$68.8K | 0.03% | 178 |
|
|
2023
Q1 | $972K | Sell |
5,839
-75
| -1% | -$12.5K | 0.02% | 193 |
|
|
2022
Q4 | $979K | Hold |
5,914
| – | – | 0.03% | 189 |
|
|
2022
Q3 | $883K | Sell |
5,914
-180
| -3% | -$26.9K | 0.03% | 169 |
|
|
2022
Q2 | $946K | Buy |
6,094
+180
| +3% | +$27.9K | 0.04% | 173 |
|
|
2022
Q1 | $1.01M | Hold |
5,914
| – | – | 0.03% | 183 |
|
|
2021
Q4 | $1.03M | Hold |
5,914
| – | – | 0.03% | 182 |
|
|
2021
Q3 | $896K | Hold |
5,914
| – | – | 0.03% | 193 |
|
|
2021
Q2 | $832K | Sell |
5,914
-2,100
| -26% | -$295K | 0.03% | 197 |
|
|
2021
Q1 | $976K | Sell |
8,014
-1,416
| -15% | -$172K | 0.03% | 184 |
|
|
2020
Q4 | $1.1M | Hold |
9,430
| – | – | 0.03% | 215 |
|
|
2020
Q3 | $1.08M | Hold |
9,430
| – | – | 0.03% | 207 |
|
|
2020
Q2 | $1.01M | Hold |
9,430
| – | – | 0.03% | 200 |
|
|
2020
Q1 | $815K | Hold |
9,430
| – | – | 0.03% | 204 |
|
|
2019
Q4 | $1.05M | Sell |
9,430
-50
| -0.5% | -$5.57K | 0.03% | 213 |
|
|
2019
Q3 | $948K | Hold |
9,480
| – | – | 0.03% | 214 |
|
|
2019
Q2 | $946K | Hold |
9,480
| – | – | 0.03% | 203 |
|
|
2019
Q1 | $890K | Hold |
9,480
| – | – | 0.03% | 207 |
|
|
2018
Q4 | $756K | Sell |
9,480
-310
| -3% | -$24.7K | 0.03% | 217 |
|
|
2018
Q3 | $810K | Hold |
9,790
| – | – | 0.03% | 204 |
|
|
2018
Q2 | $802K | Buy |
9,790
+1,980
| +25% | +$162K | 0.03% | 201 |
|
|
2018
Q1 | $645K | Hold |
7,810
| – | – | 0.02% | 227 |
|
|
2017
Q4 | $636K | Buy |
7,810
+152
| +2% | +$12.4K | 0.02% | 228 |
|
|
2017
Q3 | $642K | Buy |
7,658
+158
| +2% | +$13.2K | 0.02% | 219 |
|
|
2017
Q2 | $585K | Sell |
7,500
-503
| -6% | -$39.2K | 0.02% | 218 |
|
|
2017
Q1 | $591K | Hold |
8,003
| – | – | 0.02% | 218 |
|
|
2016
Q4 | $541K | Buy |
8,003
+228
| +3% | +$15.4K | 0.02% | 224 |
|
|
2016
Q3 | $523K | Hold |
7,775
| – | – | 0.02% | 212 |
|
|
2016
Q2 | $532K | Hold |
7,775
| – | – | 0.02% | 214 |
|
|
2016
Q1 | $473K | Hold |
7,775
| – | – | 0.02% | 221 |
|
|
2015
Q4 | $431K | Sell |
7,775
-575
| -7% | -$31.9K | 0.02% | 250 |
|
|
2015
Q3 | $436K | Hold |
8,350
| – | – | 0.02% | 239 |
|
|
2015
Q2 | $473K | Hold |
8,350
| – | – | 0.02% | 242 |
|
|
2015
Q1 | $468K | Sell |
8,350
-380
| -4% | -$21.3K | 0.02% | 243 |
|
|
2014
Q4 | $500K | Hold |
8,730
| – | – | 0.02% | 244 |
|
|
2014
Q3 | $457K | Hold |
8,730
| – | – | 0.02% | 233 |
|
|
2014
Q2 | $452K | Buy |
8,730
+380
| +5% | +$19.7K | 0.02% | 243 |
|
|
2014
Q1 | $412K | Hold |
8,350
| – | – | 0.02% | 239 |
|
|
2013
Q4 | $404K | Hold |
8,350
| – | – | 0.02% | 245 |
|
|
2013
Q3 | $364K | Hold |
8,350
| – | – | 0.02% | 245 |
|
|
2013
Q2 | $333K | Buy |
+8,350
| New | +$333K | 0.03% | 151 |
|