IEQ Capital’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 | $4.95M | Sell |
22,620
-23,922
| -51% | -$5.23M | 0.03% | 424 |
|
|
2025
Q1 | $11.4M | Buy |
46,542
+8,022
| +21% | +$1.96M | 0.09% | 176 |
|
|
2024
Q4 | $8.18M | Buy |
38,520
+5,756
| +18% | +$1.22M | 0.08% | 166 |
|
|
2024
Q3 | $7.31M | Buy |
32,764
+2,429
| +8% | +$542K | 0.09% | 151 |
|
|
2024
Q2 | $6.39M | Buy |
30,335
+1,869
| +7% | +$394K | 0.09% | 151 |
|
|
2024
Q1 | $5.86M | Buy |
28,466
+1,869
| +7% | +$385K | 0.08% | 156 |
|
|
2023
Q4 | $5.04M | Buy |
26,597
+1,630
| +7% | +$309K | 0.08% | 158 |
|
|
2023
Q3 | $4.75M | Buy |
24,967
+812
| +3% | +$155K | 0.1% | 138 |
|
|
2023
Q2 | $4.54M | Buy |
24,155
+2,168
| +10% | +$408K | 0.09% | 153 |
|
|
2023
Q1 | $3.66M | Sell |
21,987
-516
| -2% | -$85.9K | 0.08% | 169 |
|
|
2022
Q4 | $3.72M | Buy |
22,503
+1,661
| +8% | +$275K | 0.1% | 153 |
|
|
2022
Q3 | $3.11M | Buy |
20,842
+5,310
| +34% | +$793K | 0.09% | 164 |
|
|
2022
Q2 | $2.41M | Buy |
15,532
+4,455
| +40% | +$692K | 0.07% | 180 |
|
|
2022
Q1 | $1.89M | Buy |
11,077
+1,446
| +15% | +$246K | 0.05% | 216 |
|
|
2021
Q4 | $1.67M | Buy |
9,631
+809
| +9% | +$141K | 0.04% | 223 |
|
|
2021
Q3 | $1.34M | Buy |
8,822
+724
| +9% | +$110K | 0.04% | 241 |
|
|
2021
Q2 | $1.14M | Buy |
8,098
+1,830
| +29% | +$258K | 0.03% | 237 |
|
|
2021
Q1 | $764K | Buy |
+6,268
| New | +$764K | 0.03% | 235 |
|
|
2020
Q4 | – | Sell |
-5,089
| Closed | -$583K | – | 325 |
|
|
2020
Q3 | $583K | Buy |
5,089
+2,687
| +112% | +$308K | 0.03% | 216 |
|
|
2020
Q2 | $258K | Sell |
2,402
-4,173
| -63% | -$448K | 0.02% | 256 |
|
|
2020
Q1 | $568K | Buy |
6,575
+394
| +6% | +$34K | 0.05% | 185 |
|
|
2019
Q4 | $689K | Buy |
+6,181
| New | +$689K | 0.06% | 184 |
|