JA
JLB & Associates’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
56,868
-4,001
| -7% | -$875K | 1.73% | 24 |
|
|
2025
Q1 | $14.9M | Sell |
60,869
-2,885
| -5% | -$704K | 2.07% | 22 |
|
|
2024
Q4 | $13.5M | Sell |
63,754
-2,482
| -4% | -$527K | 1.84% | 24 |
|
|
2024
Q3 | $14.8M | Sell |
66,236
-1,380
| -2% | -$308K | 1.9% | 25 |
|
|
2024
Q2 | $14.2M | Sell |
67,616
-628
| -0.9% | -$132K | 1.92% | 23 |
|
|
2024
Q1 | $14.1M | Sell |
68,244
-1,838
| -3% | -$379K | 1.87% | 24 |
|
|
2023
Q4 | $13.3M | Sell |
70,082
-1,365
| -2% | -$259K | 1.91% | 24 |
|
|
2023
Q3 | $13.6M | Sell |
71,447
-7,862
| -10% | -$1.5M | 2.13% | 22 |
|
|
2023
Q2 | $14.9M | Sell |
79,309
-1,550
| -2% | -$292K | 2.12% | 20 |
|
|
2023
Q1 | $13.5M | Buy |
80,859
+2,408
| +3% | +$401K | 2.03% | 22 |
|
|
2022
Q4 | $13M | Sell |
78,451
-3,449
| -4% | -$571K | 2.07% | 23 |
|
|
2022
Q3 | $12.2M | Sell |
81,900
-284
| -0.3% | -$42.4K | 2.17% | 22 |
|
|
2022
Q2 | $12.8M | Sell |
82,184
-2,666
| -3% | -$414K | 2.17% | 21 |
|
|
2022
Q1 | $14.5M | Buy |
84,850
+888
| +1% | +$151K | 2.16% | 20 |
|
|
2021
Q4 | $14.6M | Sell |
83,962
-756
| -0.9% | -$131K | 2.07% | 20 |
|
|
2021
Q3 | $12.8M | Sell |
84,718
-7,393
| -8% | -$1.12M | 2.04% | 21 |
|
|
2021
Q2 | $13M | Sell |
92,111
-74
| -0.1% | -$10.4K | 2.02% | 22 |
|
|
2021
Q1 | $11.2M | Sell |
92,185
-2,362
| -2% | -$288K | 1.85% | 22 |
|
|
2020
Q4 | $11.1M | Buy |
94,547
+2,059
| +2% | +$241K | 1.84% | 22 |
|
|
2020
Q3 | $10.6M | Buy |
92,488
+202
| +0.2% | +$23.2K | 1.95% | 21 |
|
|
2020
Q2 | $9.91M | Sell |
92,286
-2,122
| -2% | -$228K | 1.98% | 20 |
|
|
2020
Q1 | $8.16M | Sell |
94,408
-2,525
| -3% | -$218K | 1.94% | 23 |
|
|
2019
Q4 | $10.8M | Sell |
96,933
-267
| -0.3% | -$29.7K | 1.98% | 23 |
|
|
2019
Q3 | $9.72M | Buy |
97,200
+413
| +0.4% | +$41.3K | 1.93% | 22 |
|
|
2019
Q2 | $9.65M | Buy |
96,787
+1,988
| +2% | +$198K | 1.95% | 22 |
|
|
2019
Q1 | $8.9M | Buy |
94,799
+4,457
| +5% | +$418K | 1.88% | 25 |
|
|
2018
Q4 | $7.2M | Buy |
90,342
+5,257
| +6% | +$419K | 1.76% | 28 |
|
|
2018
Q3 | $7.04M | Buy |
85,085
+5,169
| +6% | +$428K | 1.51% | 31 |
|
|
2018
Q2 | $6.55M | Buy |
79,916
+74,196
| +1,297% | +$6.08M | 1.39% | 34 |
|
|
2018
Q1 | $472K | Buy |
+5,720
| New | +$472K | 0.1% | 65 |
|