Financial Engines 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 | $2.47M | Sell |
11,316
-18,720
| -62% | -$4.09M | ﹤0.01% | 198 |
|
|
2025
Q1 | $7.33M | Sell |
30,036
-3,752
| -11% | -$916K | 0.02% | 108 |
|
|
2024
Q4 | $7.18M | Buy |
33,788
+30,799
| +1,030% | +$6.54M | 0.02% | 112 |
|
|
2024
Q3 | $667K | Sell |
2,989
-12,427
| -81% | -$2.77M | ﹤0.01% | 260 |
|
|
2024
Q2 | $3.25M | Sell |
15,416
-1,804
| -10% | -$380K | 0.01% | 139 |
|
|
2024
Q1 | $3.55M | Buy |
17,220
+2,063
| +14% | +$425K | 0.01% | 129 |
|
|
2023
Q4 | $2.87M | Buy |
15,157
+11,542
| +319% | +$2.19M | 0.01% | 128 |
|
|
2023
Q3 | $2.93M | Sell |
3,615
-16,687
| -82% | -$13.5M | 0.01% | 109 |
|
|
2023
Q2 | $3.82M | Sell |
20,302
-56
| -0.3% | -$10.5K | 0.01% | 97 |
|
|
2023
Q1 | $3.39M | Sell |
20,358
-923
| -4% | -$154K | 0.01% | 105 |
|
|
2022
Q4 | $3.52M | Buy |
21,281
+732
| +4% | +$121K | 0.01% | 103 |
|
|
2022
Q3 | $3.07M | Buy |
20,549
+5,149
| +33% | +$769K | 0.01% | 101 |
|
|
2022
Q2 | $2.39M | Sell |
15,400
-3,963
| -20% | -$615K | 0.01% | 112 |
|
|
2022
Q1 | $3.3M | Sell |
19,363
-60
| -0.3% | -$10.2K | 0.01% | 96 |
|
|
2021
Q4 | $3.38M | Buy |
19,423
+4,693
| +32% | +$816K | 0.01% | 75 |
|
|
2021
Q3 | $2.23M | Buy |
+14,730
| New | +$2.23M | 0.01% | 82 |
|
|
2021
Q2 | – | Sell |
-20,746
| Closed | -$2.53M | – | 242 |
|
|
2021
Q1 | $2.53M | Buy |
20,746
+14,532
| +234% | +$1.77M | 0.01% | 82 |
|
|
2020
Q4 | $727K | Sell |
6,214
-62
| -1% | -$7.25K | ﹤0.01% | 138 |
|
|
2020
Q3 | $720K | Buy |
+6,276
| New | +$720K | ﹤0.01% | 130 |
|
|
2020
Q1 | – | Sell |
-7,100
| Closed | -$791K | – | 157 |
|
|
2019
Q4 | $791K | Buy |
+7,100
| New | +$791K | ﹤0.01% | 100 |
|
|
2019
Q2 | – | Sell |
-6,933
| Closed | -$651K | – | 104 |
|
|
2019
Q1 | $651K | Sell |
6,933
-977
| -12% | -$91.7K | ﹤0.01% | 86 |
|
|
2018
Q4 | $631K | Buy |
+7,910
| New | +$631K | ﹤0.01% | 84 |
|
|
2018
Q3 | – | Sell |
-7,920
| Closed | -$649K | – | 168 |
|
|
2018
Q2 | $649K | Sell |
7,920
-423
| -5% | -$34.7K | 0.02% | 46 |
|
|
2018
Q1 | $689K | Buy |
+8,343
| New | +$689K | 0.02% | 44 |
|
|
2013
Q4 | – | Sell |
-2,165
| Closed | -$94K | – | 54 |
|
|
2013
Q3 | $94K | Buy |
+2,165
| New | +$94K | 0.08% | 47 |
|