Janney Montgomery Scott’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 | $32.8M | Buy |
149,864
+39,549
| +36% | +$8.65M | 0.09% | 231 |
|
|
2025
Q1 | $26.9M | Buy |
110,315
+846
| +0.8% | +$206K | 0.08% | 257 |
|
|
2024
Q4 | $23.3M | Sell |
109,469
-60,516
| -36% | -$12.9M | 0.06% | 299 |
|
|
2024
Q3 | $37.9M | Sell |
169,985
-2,977
| -2% | -$664K | 0.11% | 194 |
|
|
2024
Q2 | $36.4M | Buy |
172,962
+12,876
| +8% | +$2.71M | 0.11% | 184 |
|
|
2024
Q1 | $33M | Buy |
160,086
+4,869
| +3% | +$1M | 0.1% | 209 |
|
|
2023
Q4 | $29.4M | Buy |
155,217
+49,502
| +47% | +$9.38M | 0.1% | 212 |
|
|
2023
Q3 | $20.1M | Sell |
105,715
-2,884
| -3% | -$549K | 0.08% | 254 |
|
|
2023
Q2 | $20.4M | Sell |
108,599
-1,309
| -1% | -$246K | 0.07% | 260 |
|
|
2023
Q1 | $18.3M | Sell |
109,908
-38,535
| -26% | -$6.42M | 0.07% | 258 |
|
|
2022
Q4 | $24.6M | Buy |
148,443
+8,877
| +6% | +$1.47M | 0.1% | 208 |
|
|
2022
Q3 | $20.8M | Buy |
139,566
+883
| +0.6% | +$132K | 0.09% | 223 |
|
|
2022
Q2 | $21.5M | Buy |
138,683
+55,057
| +66% | +$8.54M | 0.1% | 208 |
|
|
2022
Q1 | $14.3M | Buy |
83,626
+2,193
| +3% | +$374K | 0.06% | 292 |
|
|
2021
Q4 | $14.2M | Sell |
81,433
-1,434
| -2% | -$249K | 0.05% | 309 |
|
|
2021
Q3 | $12.5M | Sell |
82,867
-1,685
| -2% | -$255K | 0.05% | 311 |
|
|
2021
Q2 | $11.9M | Sell |
84,552
-906
| -1% | -$127K | 0.05% | 326 |
|
|
2021
Q1 | $10.4M | Buy |
85,458
+4,228
| +5% | +$515K | 0.05% | 321 |
|
|
2020
Q4 | $9.5M | Sell |
81,230
-229
| -0.3% | -$26.8K | 0.05% | 340 |
|
|
2020
Q3 | $9.34M | Buy |
81,459
+845
| +1% | +$96.9K | 0.05% | 310 |
|
|
2020
Q2 | $8.66M | Buy |
80,614
+11,100
| +16% | +$1.19M | 0.05% | 308 |
|
|
2020
Q1 | $6.01M | Buy |
69,514
+12,079
| +21% | +$1.04M | 0.05% | 347 |
|
|
2019
Q4 | $6.4M | Buy |
57,435
+3,267
| +6% | +$364K | 0.04% | 380 |
|
|
2019
Q3 | $5.42M | Buy |
54,168
+1,664
| +3% | +$166K | 0.04% | 410 |
|
|
2019
Q2 | $5.24M | Buy |
52,504
+10,188
| +24% | +$1.02M | 0.04% | 413 |
|
|
2019
Q1 | $3.97M | Buy |
42,316
+5,365
| +15% | +$504K | 0.03% | 470 |
|
|
2018
Q4 | $2.95M | Buy |
36,951
+364
| +1% | +$29K | 0.03% | 506 |
|
|
2018
Q3 | $3.03M | Sell |
36,587
-900
| -2% | -$74.4K | 0.03% | 566 |
|
|
2018
Q2 | $3.07M | Buy |
37,487
+386
| +1% | +$31.6K | 0.03% | 517 |
|
|
2018
Q1 | $3.06M | Buy |
37,101
+3,320
| +10% | +$274K | 0.03% | 502 |
|
|
2017
Q4 | $2.75M | Buy |
33,781
+5,133
| +18% | +$418K | 0.03% | 534 |
|
|
2017
Q3 | $2.4M | Buy |
28,648
+1,306
| +5% | +$109K | 0.03% | 537 |
|
|
2017
Q2 | $2.13M | Buy |
27,342
+998
| +4% | +$77.8K | 0.03% | 545 |
|
|
2017
Q1 | $1.95M | Buy |
26,344
+3,849
| +17% | +$284K | 0.03% | 567 |
|
|
2016
Q4 | $1.52M | Buy |
22,495
+322
| +1% | +$21.8K | 0.02% | 605 |
|
|
2016
Q3 | $1.49M | Sell |
22,173
-20,923
| -49% | -$1.41M | 0.03% | 526 |
|
|
2016
Q2 | $2.95M | Buy |
+43,096
| New | +$2.95M | 0.06% | 237 |
|
|
2016
Q1 | – | Sell |
-7,574
| Closed | -$420K | – | 1364 |
|
|
2015
Q4 | $420K | Buy |
+7,574
| New | +$420K | 0.01% | 900 |
|