James Hambro & Partners’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 | $509K | Sell |
2,326
-485
| -17% | -$106K | 0.02% | 39 |
|
|
2025
Q1 | $686K | Hold |
2,811
| – | – | 0.03% | 39 |
|
|
2024
Q4 | $597K | Buy |
2,811
+225
| +9% | +$47.8K | 0.02% | 42 |
|
|
2024
Q3 | $577K | Buy |
2,586
+100
| +4% | +$22.3K | 0.02% | 43 |
|
|
2024
Q2 | $524K | Buy |
2,486
+667
| +37% | +$141K | 0.02% | 41 |
|
|
2024
Q1 | $374K | Sell |
1,819
-826
| -31% | -$170K | 0.02% | 46 |
|
|
2023
Q4 | $501K | Hold |
2,645
| – | – | 0.03% | 40 |
|
|
2023
Q3 | $503K | Sell |
2,645
-240
| -8% | -$45.7K | 0.03% | 39 |
|
|
2023
Q2 | $542K | Sell |
2,885
-1,625
| -36% | -$306K | 0.04% | 39 |
|
|
2023
Q1 | $751K | Sell |
4,510
-889
| -16% | -$148K | 0.05% | 39 |
|
|
2022
Q4 | $894K | Buy |
5,399
+1,909
| +55% | +$316K | 0.07% | 33 |
|
|
2022
Q3 | $521K | Sell |
3,490
-4,486
| -56% | -$670K | 0.05% | 43 |
|
|
2022
Q2 | $1.24M | Sell |
7,976
-1,645
| -17% | -$256K | 0.1% | 31 |
|
|
2022
Q1 | $1.64M | Hold |
9,621
| – | – | 0.12% | 29 |
|
|
2021
Q4 | $1.67M | Buy |
9,621
+435
| +5% | +$75.6K | 0.11% | 32 |
|
|
2021
Q3 | $1.39M | Hold |
9,186
| – | – | 0.1% | 32 |
|
|
2021
Q2 | $1.29M | Hold |
9,186
| – | – | 0.1% | 32 |
|
|
2021
Q1 | $1.12M | Sell |
9,186
-2,840
| -24% | -$346K | 0.1% | 35 |
|
|
2020
Q4 | $1.41M | Buy |
12,026
+2,840
| +31% | +$332K | 0.16% | 28 |
|
|
2020
Q3 | $1.05M | Hold |
9,186
| – | – | 0.15% | 28 |
|
|
2020
Q2 | $986K | Hold |
9,186
| – | – | 0.15% | 29 |
|
|
2020
Q1 | $794K | Sell |
9,186
-1,600
| -15% | -$138K | 0.16% | 28 |
|
|
2019
Q4 | $1.2M | Hold |
10,786
| – | – | 0.2% | 28 |
|
|
2019
Q3 | $1.08M | Buy |
+10,786
| New | +$1.08M | 0.22% | 27 |
|
|
2019
Q1 | $1.01M | Hold |
10,786
| – | – | 0.3% | 25 |
|
|
2018
Q4 | $860K | Sell |
10,786
-3,224
| -23% | -$257K | 0.34% | 24 |
|
|
2018
Q3 | $1.16M | Buy |
14,010
+900
| +7% | +$74.5K | 0.39% | 20 |
|
|
2018
Q2 | $1.08M | Buy |
13,110
+450
| +4% | +$36.9K | 0.39% | 20 |
|
|
2018
Q1 | $1.05M | Hold |
12,660
| – | – | 0.41% | 21 |
|
|
2017
Q4 | $1.03M | Buy |
+12,660
| New | +$1.03M | 0.57% | 16 |
|