Jacobi Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $61K | Sell |
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $84K | Hold |
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|
2019
Q3 | $75K | Hold |
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|
2019
Q2 | $75K | Sell |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $68K | Hold |
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|
2018
Q3 | $71K | Sell |
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|
2018
Q2 | $73K | Buy |
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|
2018
Q1 | $69K | Hold |
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|
2017
Q4 | $70K | Sell |
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|
2017
Q3 | $95K | Hold |
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|
2017
Q2 | $89K | Hold |
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|
2017
Q1 | $84K | Hold |
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|
2016
Q4 | $77K | Hold |
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|
2016
Q3 | $76K | Hold |
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|
2016
Q2 | $77K | Buy |
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