Financial Counselors 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 | – | Sell |
-4,074
| Closed | -$994K | – | 344 |
|
|
2025
Q1 | $994K | Buy |
4,074
+1,160
| +40% | +$283K | 0.02% | 337 |
|
|
2024
Q4 | $619K | Buy |
2,914
+20
| +0.7% | +$4.25K | 0.01% | 384 |
|
|
2024
Q3 | $646K | Buy |
2,894
+377
| +15% | +$84.1K | 0.01% | 392 |
|
|
2024
Q2 | $530K | Sell |
2,517
-1,468
| -37% | -$309K | 0.01% | 392 |
|
|
2024
Q1 | $821K | Buy |
3,985
+145
| +4% | +$29.9K | 0.01% | 351 |
|
|
2023
Q4 | $728K | Sell |
3,840
-193
| -5% | -$36.6K | 0.01% | 356 |
|
|
2023
Q3 | $767K | Sell |
4,033
-37
| -0.9% | -$7.04K | 0.02% | 343 |
|
|
2023
Q2 | $765K | Sell |
4,070
-125
| -3% | -$23.5K | 0.02% | 316 |
|
|
2023
Q1 | $699K | Sell |
4,195
-119
| -3% | -$19.8K | 0.02% | 333 |
|
|
2022
Q4 | $714K | Buy |
4,314
+277
| +7% | +$45.8K | 0.02% | 329 |
|
|
2022
Q3 | $603K | Sell |
4,037
-16
| -0.4% | -$2.39K | 0.01% | 336 |
|
|
2022
Q2 | $629K | Buy |
4,053
+1,847
| +84% | +$287K | 0.01% | 336 |
|
|
2022
Q1 | $376K | Sell |
2,206
-33
| -1% | -$5.63K | 0.01% | 397 |
|
|
2021
Q4 | $389K | Sell |
2,239
-1,968
| -47% | -$342K | 0.01% | 391 |
|
|
2021
Q3 | $637K | Sell |
4,207
-594
| -12% | -$89.9K | 0.01% | 345 |
|
|
2021
Q2 | $675K | Hold |
4,801
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $585K | Buy |
4,801
+950
| +25% | +$116K | 0.01% | 350 |
|
|
2020
Q4 | $451K | Sell |
3,851
-82
| -2% | -$9.6K | 0.01% | 377 |
|
|
2020
Q3 | $451K | Sell |
3,933
-800
| -17% | -$91.7K | 0.01% | 350 |
|
|
2020
Q2 | $508K | Buy |
4,733
+2,088
| +79% | +$224K | 0.02% | 356 |
|
|
2020
Q1 | $229K | Sell |
2,645
-18
| -0.7% | -$1.56K | 0.01% | 401 |
|
|
2019
Q4 | $297K | Buy |
2,663
+118
| +5% | +$13.2K | 0.01% | 429 |
|
|
2019
Q3 | $255K | Hold |
2,545
| – | – | 0.01% | 448 |
|
|
2019
Q2 | $254K | Hold |
2,545
| – | – | 0.01% | 436 |
|
|
2019
Q1 | $241K | Buy |
+2,545
| New | +$241K | 0.01% | 450 |
|