Fisher Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
1,718
-450
| -21% | -$98.4K | ﹤0.01% | 838 |
|
|
2025
Q1 | $529K | Buy |
2,168
+175
| +9% | +$42.7K | ﹤0.01% | 774 |
|
|
2024
Q4 | $424K | Buy |
1,993
+836
| +72% | +$178K | ﹤0.01% | 801 |
|
|
2024
Q3 | $258K | Sell |
1,157
-413
| -26% | -$92.2K | ﹤0.01% | 856 |
|
|
2024
Q2 | $331K | Buy |
+1,570
| New | +$331K | ﹤0.01% | 861 |
|
|
2024
Q1 | – | Sell |
-1,511
| Closed | -$286K | – | 1017 |
|
|
2023
Q4 | $286K | Sell |
1,511
-418
| -22% | -$79.2K | ﹤0.01% | 873 |
|
|
2023
Q3 | $367K | Sell |
1,929
-1,352
| -41% | -$257K | ﹤0.01% | 894 |
|
|
2023
Q2 | $617K | Buy |
3,281
+963
| +42% | +$181K | ﹤0.01% | 845 |
|
|
2023
Q1 | $386K | Buy |
+2,318
| New | +$386K | ﹤0.01% | 891 |
|
|
2022
Q1 | – | Sell |
-1,337
| Closed | -$233K | – | 989 |
|
|
2021
Q4 | $233K | Buy |
+1,337
| New | +$233K | ﹤0.01% | 892 |
|
|
2021
Q1 | – | Sell |
-2,012
| Closed | -$235K | – | 951 |
|
|
2020
Q4 | $235K | Sell |
2,012
-333
| -14% | -$38.9K | ﹤0.01% | 842 |
|
|
2020
Q3 | $269K | Buy |
2,345
+23
| +1% | +$2.64K | ﹤0.01% | 763 |
|
|
2020
Q2 | $249K | Sell |
2,322
-521
| -18% | -$55.9K | ﹤0.01% | 752 |
|
|
2020
Q1 | $246K | Buy |
2,843
+54
| +2% | +$4.67K | ﹤0.01% | 699 |
|
|
2019
Q4 | $311K | Buy |
2,789
+81
| +3% | +$9.03K | ﹤0.01% | 717 |
|
|
2019
Q3 | $271K | Buy |
+2,708
| New | +$271K | ﹤0.01% | 750 |
|
|
2016
Q3 | – | Sell |
-3,671
| Closed | -$247K | – | 738 |
|
|
2016
Q2 | $247K | Buy |
+3,671
| New | +$247K | ﹤0.01% | 633 |
|