Johnson Financial Group Inc (Wisconsin)’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 | $115K | Buy |
525
+100
| +24% | +$21.9K | 0.01% | 363 |
|
|
2025
Q1 | $104K | Sell |
425
-39
| -8% | -$9.52K | 0.01% | 475 |
|
|
2024
Q4 | $101K | Buy |
464
+61
| +15% | +$13.3K | ﹤0.01% | 369 |
|
|
2024
Q3 | $89.9K | Buy |
403
+105
| +35% | +$23.4K | ﹤0.01% | 456 |
|
|
2024
Q2 | $62.8K | Buy |
298
+8
| +3% | +$1.69K | ﹤0.01% | 432 |
|
|
2024
Q1 | $59.7K | Hold |
290
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $54.9K | Buy |
290
+12
| +4% | +$2.27K | ﹤0.01% | 439 |
|
|
2023
Q3 | $52.9K | Hold |
278
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $52.3K | Hold |
278
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $46.3K | Hold |
278
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $46K | Sell |
278
-2
| -0.7% | -$331 | ﹤0.01% | 356 |
|
|
2022
Q3 | $45K | Buy |
280
+2
| +0.7% | +$321 | ﹤0.01% | 360 |
|
|
2022
Q2 | $43K | Hold |
278
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $47K | Hold |
278
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $48K | Hold |
278
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $42K | Hold |
278
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $39K | Hold |
278
| – | – | ﹤0.01% | 442 |
|
|
2021
Q1 | $34K | Sell |
278
-91
| -25% | -$11.1K | ﹤0.01% | 456 |
|
|
2020
Q4 | $43K | Hold |
369
| – | – | ﹤0.01% | 342 |
|
|
2020
Q3 | $42K | Hold |
369
| – | – | ﹤0.01% | 293 |
|
|
2020
Q2 | $40K | Sell |
369
-2,089
| -85% | -$226K | ﹤0.01% | 284 |
|
|
2020
Q1 | $212K | Buy |
2,458
+571
| +30% | +$49.2K | 0.03% | 187 |
|
|
2019
Q4 | $210K | Buy |
1,887
+1,615
| +594% | +$180K | 0.02% | 204 |
|
|
2019
Q3 | $27K | Buy |
272
+103
| +61% | +$10.2K | ﹤0.01% | 384 |
|
|
2019
Q2 | $17K | Sell |
169
-24
| -12% | -$2.41K | ﹤0.01% | 421 |
|
|
2019
Q1 | $18K | Hold |
193
| – | – | ﹤0.01% | 395 |
|
|
2018
Q4 | $15K | Sell |
193
-302
| -61% | -$23.5K | ﹤0.01% | 404 |
|
|
2018
Q3 | $41K | Sell |
495
-50
| -9% | -$4.14K | ﹤0.01% | 331 |
|
|
2018
Q2 | $45K | Hold |
545
| – | – | ﹤0.01% | 339 |
|
|
2018
Q1 | $45K | Sell |
545
-310
| -36% | -$25.6K | 0.01% | 347 |
|
|
2017
Q4 | $70K | Sell |
855
-200
| -19% | -$16.4K | 0.01% | 328 |
|
|
2017
Q3 | $88K | Buy |
1,055
+675
| +178% | +$56.3K | 0.01% | 295 |
|
|
2017
Q2 | $30K | Sell |
380
-2,050
| -84% | -$162K | ﹤0.01% | 397 |
|
|
2017
Q1 | $179K | Hold |
2,430
| – | – | 0.02% | 268 |
|
|
2016
Q4 | $164K | Sell |
2,430
-53
| -2% | -$3.58K | 0.02% | 287 |
|
|
2016
Q3 | $168K | Sell |
2,483
-4
| -0.2% | -$271 | 0.02% | 280 |
|
|
2016
Q2 | $170K | Sell |
2,487
-86
| -3% | -$5.88K | 0.02% | 296 |
|
|
2016
Q1 | $157K | Buy |
2,573
+244
| +10% | +$14.9K | 0.03% | 272 |
|
|
2015
Q4 | $130K | Buy |
2,329
+64
| +3% | +$3.57K | 0.03% | 285 |
|
|
2015
Q3 | $118K | Hold |
2,265
| – | – | 0.03% | 314 |
|
|
2015
Q2 | $129K | Hold |
2,265
| – | – | 0.03% | 317 |
|
|
2015
Q1 | $127K | Hold |
2,265
| – | – | 0.03% | 330 |
|
|
2014
Q4 | $130K | Hold |
2,265
| – | – | 0.03% | 314 |
|
|
2014
Q3 | $119K | Hold |
2,265
| – | – | 0.03% | 295 |
|
|
2014
Q2 | $118K | Sell |
2,265
-4,883
| -68% | -$254K | 0.03% | 310 |
|
|
2014
Q1 | $352K | Sell |
7,148
-3,924
| -35% | -$193K | 0.1% | 161 |
|
|
2013
Q4 | $536K | Hold |
11,072
| – | – | 0.16% | 128 |
|
|
2013
Q3 | $482K | Buy |
11,072
+4,354
| +65% | +$190K | 0.15% | 138 |
|
|
2013
Q2 | $268K | Buy |
+6,718
| New | +$268K | 0.07% | 180 |
|