Financial Management Professionals’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 | $403K | Buy |
1,841
+1,600
| +664% | +$350K | 0.05% | 110 |
|
|
2025
Q1 | $58.8K | Sell |
241
-13
| -5% | -$3.17K | 0.01% | 241 |
|
|
2024
Q4 | $54K | Hold |
254
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $57K | Buy |
254
+1
| +0.4% | +$224 | 0.01% | 248 |
|
|
2024
Q2 | $53K | Sell |
253
-11
| -4% | -$2.3K | 0.01% | 253 |
|
|
2024
Q1 | $54K | Sell |
264
-31
| -11% | -$6.34K | 0.01% | 269 |
|
|
2023
Q4 | $56K | Hold |
295
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $56K | Hold |
295
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $55K | Hold |
295
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $49K | Buy |
295
+57
| +24% | +$9.47K | 0.01% | 277 |
|
|
2022
Q4 | $39K | Hold |
238
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $36K | Sell |
238
-6
| -2% | -$908 | 0.01% | 254 |
|
|
2022
Q2 | $38K | Buy |
244
+143
| +142% | +$22.3K | 0.01% | 257 |
|
|
2022
Q1 | $17K | Buy |
101
+36
| +55% | +$6.06K | ﹤0.01% | 392 |
|
|
2021
Q4 | $11K | Hold |
65
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $10K | Hold |
65
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $9K | Buy |
65
+21
| +48% | +$2.91K | ﹤0.01% | 417 |
|
|
2021
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 478 |
|
|
2020
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 390 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$5K | – | 301 |
|
|
2018
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 208 |
|
|
2018
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 212 |
|
|
2017
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 175 |
|
|
2017
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 175 |
|
|
2017
Q2 | $4K | Hold |
62
| – | – | ﹤0.01% | 204 |
|
|
2017
Q1 | $4K | Hold |
62
| – | – | ﹤0.01% | 228 |
|
|
2016
Q4 | $4K | Hold |
62
| – | – | ﹤0.01% | 215 |
|
|
2016
Q3 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 237 |
|