Geneos Wealth 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 | $368K | Sell |
1,682
-290
| -15% | -$63.4K | 0.01% | 796 |
|
|
2025
Q1 | $967K | Buy |
1,972
+648
| +49% | +$318K | 0.01% | 671 |
|
|
2024
Q4 | $281K | Buy |
1,324
+47
| +4% | +$9.98K | 0.01% | 730 |
|
|
2024
Q3 | $285K | Buy |
1,277
+948
| +288% | +$211K | 0.01% | 677 |
|
|
2024
Q2 | $69.3K | Sell |
329
-6
| -2% | -$1.26K | ﹤0.01% | 970 |
|
|
2024
Q1 | $69K | Sell |
335
-8
| -2% | -$1.65K | ﹤0.01% | 963 |
|
|
2023
Q4 | $65K | Buy |
343
+13
| +4% | +$2.46K | ﹤0.01% | 981 |
|
|
2023
Q3 | $62.8K | Buy |
330
+9
| +3% | +$1.71K | ﹤0.01% | 1013 |
|
|
2023
Q2 | $60.4K | Buy |
321
+15
| +5% | +$2.82K | ﹤0.01% | 1020 |
|
|
2023
Q1 | $51K | Hold |
306
| – | – | ﹤0.01% | 1076 |
|
|
2022
Q4 | $50.6K | Sell |
306
-23
| -7% | -$3.81K | ﹤0.01% | 1054 |
|
|
2022
Q3 | $49K | Sell |
329
-473
| -59% | -$70.4K | ﹤0.01% | 1040 |
|
|
2022
Q2 | $125K | Sell |
802
-57
| -7% | -$8.88K | 0.01% | 920 |
|
|
2022
Q1 | $146K | Hold |
859
| – | – | 0.01% | 940 |
|
|
2021
Q4 | $149K | Sell |
859
-55
| -6% | -$9.54K | 0.01% | 1003 |
|
|
2021
Q3 | $140K | Hold |
914
| – | – | 0.01% | 1018 |
|
|
2021
Q2 | $130K | Sell |
914
-393
| -30% | -$55.9K | 0.01% | 1055 |
|
|
2021
Q1 | $177K | Buy |
1,307
+44
| +3% | +$5.96K | ﹤0.01% | 1024 |
|
|
2020
Q4 | $104K | Buy |
1,263
+809
| +178% | +$66.6K | ﹤0.01% | 1135 |
|
|
2020
Q3 | $51K | Sell |
454
-23
| -5% | -$2.58K | ﹤0.01% | 1246 |
|
|
2020
Q2 | $49K | Sell |
477
-40
| -8% | -$4.11K | ﹤0.01% | 1221 |
|
|
2020
Q1 | $44K | Sell |
517
-29
| -5% | -$2.47K | ﹤0.01% | 1172 |
|
|
2019
Q4 | $61K | Hold |
546
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q3 | $54K | Hold |
546
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q2 | $54K | Hold |
546
| – | – | ﹤0.01% | 1146 |
|
|
2019
Q1 | $51K | Buy |
546
+56
| +11% | +$5.23K | ﹤0.01% | 1127 |
|
|
2018
Q4 | $38K | Buy |
490
+10
| +2% | +$776 | ﹤0.01% | 1224 |
|
|
2018
Q3 | $39K | Sell |
480
-138
| -22% | -$11.2K | ﹤0.01% | 1285 |
|
|
2018
Q2 | $50K | Sell |
618
-6
| -1% | -$485 | ﹤0.01% | 1043 |
|
|
2018
Q1 | $51K | Hold |
624
| – | – | ﹤0.01% | 988 |
|
|
2017
Q4 | $50K | Sell |
624
-1,430
| -70% | -$115K | ﹤0.01% | 996 |
|
|
2017
Q3 | $172K | Buy |
2,054
+144
| +8% | +$12.1K | 0.02% | 554 |
|
|
2017
Q2 | $148K | Hold |
1,910
| – | – | 0.02% | 579 |
|
|
2017
Q1 | $141K | Buy |
1,910
+86
| +5% | +$6.35K | 0.01% | 566 |
|
|
2016
Q4 | $123K | Hold |
1,824
| – | – | 0.02% | 561 |
|
|
2016
Q3 | $122K | Buy |
1,824
+28
| +2% | +$1.87K | 0.02% | 551 |
|
|
2016
Q2 | $122K | Hold |
1,796
| – | – | 0.02% | 545 |
|
|
2016
Q1 | $110K | Buy |
+1,796
| New | +$110K | 0.02% | 556 |
|