Girard Partners’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.15M | Sell |
10,189
-398
| -4% | -$83.9K | 0.2% | 89 |
|
|
2024
Q1 | $2.18M | Sell |
10,587
-365
| -3% | -$75.2K | 0.21% | 97 |
|
|
2023
Q4 | $2.08M | Sell |
10,952
-1,036
| -9% | -$196K | 0.21% | 95 |
|
|
2023
Q3 | $2.28M | Sell |
11,988
-865
| -7% | -$165K | 0.26% | 83 |
|
|
2023
Q2 | $2.42M | Sell |
12,853
-3,206
| -20% | -$603K | 0.26% | 82 |
|
|
2023
Q1 | $2.67M | Sell |
16,059
-7,640
| -32% | -$1.27M | 0.3% | 75 |
|
|
2022
Q4 | $3.92M | Sell |
23,699
-1,701
| -7% | -$281K | 0.44% | 58 |
|
|
2022
Q3 | $3.79M | Sell |
25,400
-2,944
| -10% | -$440K | 0.5% | 51 |
|
|
2022
Q2 | $4.4M | Sell |
28,344
-4,980
| -15% | -$773K | 0.56% | 46 |
|
|
2022
Q1 | $5.68M | Sell |
33,324
-20,569
| -38% | -$3.51M | 0.62% | 48 |
|
|
2021
Q4 | $9.37M | Sell |
53,893
-1,539
| -3% | -$267K | 1.02% | 21 |
|
|
2021
Q3 | $8.39M | Sell |
55,432
-2,174
| -4% | -$329K | 1.06% | 25 |
|
|
2021
Q2 | $8.1M | Buy |
57,606
+601
| +1% | +$84.5K | 1.04% | 26 |
|
|
2021
Q1 | $6.94M | Buy |
57,005
+442
| +0.8% | +$53.8K | 1% | 28 |
|
|
2020
Q4 | $6.62M | Sell |
56,563
-731
| -1% | -$85.5K | 1.02% | 30 |
|
|
2020
Q3 | $6.57M | Sell |
57,294
-1,244
| -2% | -$143K | 1.1% | 28 |
|
|
2020
Q2 | $6.29M | Sell |
58,538
-380
| -0.6% | -$40.8K | 1.13% | 22 |
|
|
2020
Q1 | $5.09M | Buy |
58,918
+2,777
| +5% | +$240K | 1.02% | 28 |
|
|
2019
Q4 | $6.25M | Sell |
56,141
-617
| -1% | -$68.7K | 1.03% | 26 |
|
|
2019
Q3 | $5.68M | Sell |
56,758
-1,107
| -2% | -$111K | 1.06% | 32 |
|
|
2019
Q2 | $5.77M | Sell |
57,865
-481
| -0.8% | -$48K | 1.02% | 30 |
|
|
2019
Q1 | $5.48M | Sell |
58,346
-1,833
| -3% | -$172K | 1.02% | 31 |
|
|
2018
Q4 | $4.8M | Buy |
60,179
+3,810
| +7% | +$304K | 1.01% | 31 |
|
|
2018
Q3 | $4.66M | Sell |
56,369
-35
| -0.1% | -$2.9K | 0.83% | 32 |
|
|
2018
Q2 | $4.62M | Buy |
56,404
+4,463
| +9% | +$366K | 0.87% | 33 |
|
|
2018
Q1 | $4.29M | Buy |
51,941
+2,967
| +6% | +$245K | 1% | 28 |
|
|
2017
Q4 | $3.99M | Sell |
48,974
-2,342
| -5% | -$191K | 0.76% | 40 |
|
|
2017
Q3 | $4.3M | Buy |
51,316
+4,050
| +9% | +$339K | 0.89% | 37 |
|
|
2017
Q2 | $3.69M | Buy |
47,266
+4,522
| +11% | +$353K | 0.8% | 41 |
|
|
2017
Q1 | $3.16M | Buy |
42,744
+4,751
| +13% | +$351K | 0.76% | 43 |
|
|
2016
Q4 | $2.57M | Buy |
37,993
+1,976
| +5% | +$134K | 0.75% | 44 |
|
|
2016
Q3 | $2.42M | Buy |
36,017
+6,180
| +21% | +$416K | 0.81% | 45 |
|
|
2016
Q2 | $2.04M | Buy |
29,837
+11,741
| +65% | +$804K | 0.78% | 48 |
|
|
2016
Q1 | $1.1M | Buy |
18,096
+5,211
| +40% | +$317K | 0.48% | 67 |
|
|
2015
Q4 | $714K | Buy |
12,885
+7,160
| +125% | +$397K | 0.34% | 85 |
|
|
2015
Q3 | $299K | Buy |
+5,725
| New | +$299K | 0.17% | 123 |
|