Jackson Grant Investment Advisers’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 | $101K | Buy |
461
+2
| +0.4% | +$437 | 0.04% | 146 |
|
|
2025
Q1 | $112K | Buy |
459
+1
| +0.2% | +$244 | 0.04% | 138 |
|
|
2024
Q4 | $97.2K | Buy |
458
+2
| +0.4% | +$425 | 0.04% | 142 |
|
|
2024
Q3 | $102K | Buy |
456
+2
| +0.4% | +$446 | 0.04% | 144 |
|
|
2024
Q2 | $95.7K | Buy |
454
+1
| +0.2% | +$211 | 0.04% | 144 |
|
|
2024
Q1 | $93.3K | Buy |
453
+2
| +0.4% | +$412 | 0.04% | 145 |
|
|
2023
Q4 | $85.5K | Buy |
451
+1
| +0.2% | +$190 | 0.04% | 147 |
|
|
2023
Q3 | $85.5K | Buy |
450
+2
| +0.4% | +$380 | 0.04% | 141 |
|
|
2023
Q2 | $84.2K | Buy |
448
+2
| +0.4% | +$376 | 0.04% | 143 |
|
|
2023
Q1 | $74.4K | Buy |
446
+1
| +0.2% | +$167 | 0.03% | 160 |
|
|
2022
Q4 | $73.6K | Buy |
445
+2
| +0.5% | +$331 | 0.04% | 151 |
|
|
2022
Q3 | $66K | Buy |
443
+1
| +0.2% | +$149 | 0.03% | 153 |
|
|
2022
Q2 | $69K | Buy |
442
+2
| +0.5% | +$312 | 0.03% | 157 |
|
|
2022
Q1 | $75K | Buy |
440
+1
| +0.2% | +$170 | 0.03% | 167 |
|
|
2021
Q4 | $76K | Buy |
439
+2
| +0.5% | +$346 | 0.04% | 140 |
|
|
2021
Q3 | $66K | Buy |
437
+1
| +0.2% | +$151 | 0.03% | 179 |
|
|
2021
Q2 | $61K | Buy |
436
+2
| +0.5% | +$280 | 0.03% | 185 |
|
|
2021
Q1 | $53K | Buy |
434
+1
| +0.2% | +$122 | 0.02% | 190 |
|
|
2020
Q4 | $51K | Buy |
433
+2
| +0.5% | +$236 | 0.03% | 178 |
|
|
2020
Q3 | $49K | Buy |
431
+2
| +0.5% | +$227 | 0.03% | 148 |
|
|
2020
Q2 | $46K | Buy |
429
+2
| +0.5% | +$214 | 0.03% | 150 |
|
|
2020
Q1 | $37K | Buy |
427
+1
| +0.2% | +$87 | 0.03% | 148 |
|
|
2019
Q4 | $47K | Buy |
426
+2
| +0.5% | +$221 | 0.03% | 151 |
|
|
2019
Q3 | $42K | Buy |
424
+2
| +0.5% | +$198 | 0.02% | 157 |
|
|
2019
Q2 | $42K | Buy |
422
+2
| +0.5% | +$199 | 0.02% | 157 |
|
|
2019
Q1 | $39K | Sell |
420
-15
| -3% | -$1.39K | 0.02% | 157 |
|
|
2018
Q4 | $35K | Buy |
435
+19
| +5% | +$1.53K | 0.02% | 159 |
|
|
2018
Q3 | $34K | Buy |
416
+2
| +0.5% | +$163 | 0.02% | 164 |
|
|
2018
Q2 | $34K | Buy |
414
+2
| +0.5% | +$164 | 0.02% | 168 |
|
|
2018
Q1 | $34K | Buy |
412
+2
| +0.5% | +$165 | 0.02% | 167 |
|
|
2017
Q4 | $33K | Buy |
410
+2
| +0.5% | +$161 | 0.02% | 165 |
|
|
2017
Q3 | $34K | Buy |
408
+2
| +0.5% | +$167 | 0.02% | 164 |
|
|
2017
Q2 | $32K | Buy |
406
+1
| +0.2% | +$79 | 0.02% | 148 |
|
|
2017
Q1 | $30K | Buy |
405
+2
| +0.5% | +$148 | 0.02% | 144 |
|
|
2016
Q4 | $27K | Buy |
403
+3
| +0.8% | +$201 | 0.02% | 147 |
|
|
2016
Q3 | $27K | Buy |
400
+2
| +0.5% | +$135 | 0.02% | 139 |
|
|
2016
Q2 | $27K | Buy |
398
+1
| +0.3% | +$68 | 0.02% | 135 |
|
|
2016
Q1 | $24K | Buy |
397
+3
| +0.8% | +$181 | 0.02% | 133 |
|
|
2015
Q4 | $22K | Buy |
+394
| New | +$22K | 0.02% | 142 |
|