Joel Isaacson & Co’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 | $416K | Buy |
1,902
+478
| +34% | +$105K | 0.02% | 280 |
|
|
2025
Q1 | $347K | Hold |
1,424
| – | – | 0.02% | 291 |
|
|
2024
Q4 | $302K | Sell |
1,424
-35
| -2% | -$7.43K | 0.01% | 300 |
|
|
2024
Q3 | $325K | Sell |
1,459
-130
| -8% | -$29K | 0.02% | 280 |
|
|
2024
Q2 | $335K | Buy |
1,589
+125
| +9% | +$26.3K | 0.02% | 260 |
|
|
2024
Q1 | $302K | Buy |
1,464
+130
| +10% | +$26.8K | 0.02% | 275 |
|
|
2023
Q4 | $253K | Sell |
1,334
-27
| -2% | -$5.12K | 0.02% | 271 |
|
|
2023
Q3 | $259K | Sell |
1,361
-9
| -0.7% | -$1.71K | 0.02% | 265 |
|
|
2023
Q2 | $258K | Hold |
1,370
| – | – | 0.02% | 275 |
|
|
2023
Q1 | $228K | Sell |
1,370
-43
| -3% | -$7.16K | 0.02% | 290 |
|
|
2022
Q4 | $234K | Hold |
1,413
| – | – | 0.02% | 283 |
|
|
2022
Q3 | $211K | Sell |
1,413
-14
| -1% | -$2.09K | 0.02% | 277 |
|
|
2022
Q2 | $222K | Buy |
1,427
+26
| +2% | +$4.05K | 0.02% | 271 |
|
|
2022
Q1 | $239K | Hold |
1,401
| – | – | 0.02% | 278 |
|
|
2021
Q4 | $244K | Hold |
1,401
| – | – | 0.02% | 281 |
|
|
2021
Q3 | $212K | Buy |
+1,401
| New | +$212K | 0.02% | 289 |
|
|
2017
Q1 | – | Sell |
-1,571
| Closed | -$106K | – | 388 |
|
|
2016
Q4 | $106K | Hold |
1,571
| – | – | 0.02% | 217 |
|
|
2016
Q3 | $106K | Hold |
1,571
| – | – | 0.02% | 229 |
|
|
2016
Q2 | $108K | Sell |
1,571
-520
| -25% | -$35.7K | 0.02% | 228 |
|
|
2016
Q1 | $127K | Hold |
2,091
| – | – | 0.03% | 218 |
|
|
2015
Q4 | $116K | Buy |
2,091
+1,121
| +116% | +$62.2K | 0.03% | 208 |
|
|
2015
Q3 | $51K | Hold |
970
| – | – | 0.01% | 332 |
|
|
2015
Q2 | $55K | Hold |
970
| – | – | 0.01% | 344 |
|
|
2015
Q1 | $54K | Sell |
970
-425
| -30% | -$23.7K | 0.01% | 345 |
|
|
2014
Q4 | $80K | Buy |
1,395
+775
| +125% | +$44.4K | 0.02% | 258 |
|
|
2014
Q3 | $32K | Hold |
620
| – | – | 0.01% | 360 |
|
|
2014
Q2 | $32K | Hold |
620
| – | – | 0.01% | 355 |
|
|
2014
Q1 | $31K | Hold |
620
| – | – | 0.01% | 355 |
|
|
2013
Q4 | $30K | Hold |
620
| – | – | 0.01% | 333 |
|
|
2013
Q3 | $27K | Hold |
620
| – | – | 0.01% | 327 |
|
|
2013
Q2 | $25K | Buy |
+620
| New | +$25K | 0.01% | 299 |
|