Horizon Investments’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 | $3.72M | Buy |
17,108
+4,747
| +38% | +$1.03M | 0.06% | 244 |
|
|
2025
Q1 | $3.01M | Buy |
12,361
+792
| +7% | +$193K | 0.09% | 143 |
|
|
2024
Q4 | $2.45M | Buy |
11,569
+255
| +2% | +$54K | 0.07% | 165 |
|
|
2024
Q3 | $2.51M | Sell |
11,314
-22
| -0.2% | -$4.89K | 0.07% | 144 |
|
|
2024
Q2 | $2.38M | Buy |
11,336
+211
| +2% | +$44.3K | 0.07% | 141 |
|
|
2024
Q1 | $2.28M | Buy |
11,125
+169
| +2% | +$34.7K | 0.06% | 149 |
|
|
2023
Q4 | $2.07M | Buy |
10,956
+4,683
| +75% | +$884K | 0.06% | 142 |
|
|
2023
Q3 | $1.19M | Buy |
6,273
+307
| +5% | +$58.2K | 0.04% | 164 |
|
|
2023
Q2 | $1.12M | Buy |
5,966
+747
| +14% | +$140K | 0.03% | 173 |
|
|
2023
Q1 | $866K | Sell |
5,219
-1,256
| -19% | -$208K | 0.03% | 200 |
|
|
2022
Q4 | $1.07M | Sell |
6,475
-7,396
| -53% | -$1.22M | 0.03% | 208 |
|
|
2022
Q3 | $2.06M | Buy |
13,871
+9,752
| +237% | +$1.45M | 0.06% | 112 |
|
|
2022
Q2 | $637K | Sell |
4,119
-7,250
| -64% | -$1.12M | 0.02% | 238 |
|
|
2022
Q1 | $1.93M | Buy |
11,369
+211
| +2% | +$35.8K | 0.05% | 151 |
|
|
2021
Q4 | $1.93M | Buy |
11,158
+1,701
| +18% | +$295K | 0.06% | 146 |
|
|
2021
Q3 | $1.43M | Buy |
9,457
+6,335
| +203% | +$956K | 0.04% | 171 |
|
|
2021
Q2 | $438K | Buy |
3,122
+90
| +3% | +$12.6K | 0.01% | 337 |
|
|
2021
Q1 | $369K | Buy |
+3,032
| New | +$369K | 0.01% | 349 |
|
|
2020
Q4 | – | Sell |
-13,421
| Closed | -$1.53M | – | 283 |
|
|
2020
Q3 | $1.53M | Sell |
13,421
-57,004
| -81% | -$6.51M | 0.05% | 149 |
|
|
2020
Q2 | $7.53M | Buy |
70,425
+64,500
| +1,089% | +$6.9M | 0.19% | 54 |
|
|
2020
Q1 | $510K | Buy |
5,925
+1,226
| +26% | +$106K | 0.02% | 179 |
|
|
2019
Q4 | $524K | Buy |
4,699
+1,442
| +44% | +$161K | 0.02% | 282 |
|
|
2019
Q3 | $324K | Sell |
3,257
-4,497
| -58% | -$447K | 0.01% | 223 |
|
|
2019
Q2 | $773K | Sell |
7,754
-27,723
| -78% | -$2.76M | 0.02% | 165 |
|
|
2019
Q1 | $3.32M | Buy |
35,477
+4,778
| +16% | +$447K | 0.12% | 72 |
|
|
2018
Q4 | $2.45M | Sell |
30,699
-5,311
| -15% | -$424K | 0.12% | 55 |
|
|
2018
Q3 | $2.96M | Buy |
36,010
+5,736
| +19% | +$472K | 0.1% | 40 |
|
|
2018
Q2 | $2.47M | Buy |
30,274
+4,194
| +16% | +$342K | 0.11% | 48 |
|
|
2018
Q1 | $2.15M | Buy |
26,080
+12,432
| +91% | +$1.03M | 0.09% | 52 |
|
|
2017
Q4 | $1M | Buy |
13,648
+1,607
| +13% | +$118K | 0.06% | 109 |
|
|
2017
Q3 | $884K | Sell |
12,041
-3,149
| -21% | -$231K | 0.05% | 87 |
|
|
2017
Q2 | $1.12M | Buy |
15,190
+3,874
| +34% | +$284K | 0.07% | 62 |
|
|
2017
Q1 | $836K | Sell |
11,316
-2,936
| -21% | -$217K | 0.06% | 80 |
|
|
2016
Q4 | $963K | Buy |
+14,252
| New | +$963K | 0.07% | 57 |
|
|
2016
Q3 | – | Sell |
-7,984
| Closed | -$547K | – | 142 |
|
|
2016
Q2 | $547K | Buy |
+7,984
| New | +$547K | 0.04% | 77 |
|