Great Lakes 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 | $368K | Sell |
1,684
-734
| -30% | -$160K | ﹤0.01% | 665 |
|
|
2025
Q1 | $590K | Buy |
2,418
+234
| +11% | +$57.1K | 0.01% | 581 |
|
|
2024
Q4 | $464K | Buy |
2,184
+975
| +81% | +$207K | ﹤0.01% | 661 |
|
|
2024
Q3 | $270K | Sell |
1,209
-27
| -2% | -$6.02K | ﹤0.01% | 759 |
|
|
2024
Q2 | $261K | Sell |
1,236
-63
| -5% | -$13.3K | ﹤0.01% | 759 |
|
|
2024
Q1 | $268K | Sell |
1,299
-88
| -6% | -$18.1K | ﹤0.01% | 717 |
|
|
2023
Q4 | $263K | Buy |
1,387
+42
| +3% | +$7.96K | ﹤0.01% | 702 |
|
|
2023
Q3 | $256K | Buy |
1,345
+22
| +2% | +$4.19K | ﹤0.01% | 683 |
|
|
2023
Q2 | $249K | Buy |
1,323
+21
| +2% | +$3.95K | ﹤0.01% | 682 |
|
|
2023
Q1 | $217K | Buy |
+1,302
| New | +$217K | ﹤0.01% | 757 |
|
|
2022
Q4 | – | Sell |
-1,542
| Closed | -$230K | – | 671 |
|
|
2022
Q3 | $230K | Sell |
1,542
-5
| -0.3% | -$746 | 0.01% | 580 |
|
|
2022
Q2 | $240K | Buy |
1,547
+278
| +22% | +$43.1K | ﹤0.01% | 606 |
|
|
2022
Q1 | $216K | Buy |
+1,269
| New | +$216K | ﹤0.01% | 657 |
|
|
2018
Q4 | – | Sell |
-3,368
| Closed | -$279K | – | 602 |
|
|
2018
Q3 | $279K | Buy |
3,368
+419
| +14% | +$34.7K | 0.01% | 538 |
|
|
2018
Q2 | $242K | Buy |
+2,949
| New | +$242K | 0.01% | 497 |
|
|
2018
Q1 | – | Sell |
-8,879
| Closed | -$723K | – | 554 |
|
|
2017
Q4 | $723K | Sell |
8,879
-1
| -0% | -$81 | 0.02% | 417 |
|
|
2017
Q3 | $744K | Buy |
8,880
+203
| +2% | +$17K | 0.02% | 398 |
|
|
2017
Q2 | $676K | Buy |
8,677
+217
| +3% | +$16.9K | 0.02% | 410 |
|
|
2017
Q1 | $625K | Sell |
8,460
-91
| -1% | -$6.72K | 0.02% | 413 |
|
|
2016
Q4 | $578K | Buy |
8,551
+156
| +2% | +$10.5K | 0.02% | 411 |
|
|
2016
Q3 | $565K | Hold |
8,395
| – | – | 0.02% | 426 |
|
|
2016
Q2 | $575K | Hold |
8,395
| – | – | 0.02% | 410 |
|
|
2016
Q1 | $510K | Sell |
8,395
-342
| -4% | -$20.8K | 0.01% | 426 |
|
|
2015
Q4 | $484K | Sell |
8,737
-42
| -0.5% | -$2.33K | 0.01% | 423 |
|
|
2015
Q3 | $458K | Buy |
8,779
+3,976
| +83% | +$207K | 0.01% | 432 |
|
|
2015
Q2 | $272K | Buy |
4,803
+75
| +2% | +$4.25K | 0.01% | 496 |
|
|
2015
Q1 | $265K | Sell |
4,728
-12
| -0.3% | -$673 | 0.01% | 502 |
|
|
2014
Q4 | $271K | Hold |
4,740
| – | – | 0.01% | 486 |
|
|
2014
Q3 | $248K | Sell |
4,740
-1,000
| -17% | -$52.3K | 0.01% | 494 |
|
|
2014
Q2 | $297K | Buy |
5,740
+12
| +0.2% | +$621 | 0.01% | 299 |
|
|
2014
Q1 | $282K | Sell |
5,728
-302
| -5% | -$14.9K | 0.01% | 316 |
|
|
2013
Q4 | $292K | Sell |
6,030
-550
| -8% | -$26.6K | 0.01% | 283 |
|
|
2013
Q3 | $287K | Hold |
6,580
| – | – | 0.01% | 316 |
|
|
2013
Q2 | $263K | Buy |
+6,580
| New | +$263K | 0.01% | 319 |
|