Jones Financial Companies’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 | $1.85M | Buy |
8,540
+2,718
| +47% | +$590K | ﹤0.01% | 778 |
|
|
2025
Q1 | $1.41M | Buy |
5,822
+1,542
| +36% | +$374K | ﹤0.01% | 745 |
|
|
2024
Q4 | $909K | Buy |
4,280
+2,407
| +129% | +$511K | ﹤0.01% | 776 |
|
|
2024
Q3 | $419K | Buy |
1,873
+635
| +51% | +$142K | ﹤0.01% | 882 |
|
|
2024
Q2 | $261K | Buy |
1,238
+1,092
| +748% | +$230K | ﹤0.01% | 749 |
|
|
2024
Q1 | $30.1K | Sell |
146
-115
| -44% | -$23.7K | ﹤0.01% | 822 |
|
|
2023
Q4 | $49.5K | Sell |
261
-16
| -6% | -$3.03K | ﹤0.01% | 479 |
|
|
2023
Q3 | $52.7K | Buy |
277
+93
| +51% | +$17.7K | ﹤0.01% | 360 |
|
|
2023
Q2 | $34.6K | Buy |
184
+53
| +40% | +$9.97K | ﹤0.01% | 385 |
|
|
2023
Q1 | $21.8K | Sell |
131
-27
| -17% | -$4.5K | ﹤0.01% | 416 |
|
|
2022
Q4 | $26K | Sell |
158
-9
| -5% | -$1.48K | ﹤0.01% | 394 |
|
|
2022
Q3 | $25K | Sell |
167
-56
| -25% | -$8.38K | ﹤0.01% | 358 |
|
|
2022
Q2 | $35K | Sell |
223
-165
| -43% | -$25.9K | ﹤0.01% | 353 |
|
|
2022
Q1 | $66K | Sell |
388
-370
| -49% | -$62.9K | ﹤0.01% | 326 |
|
|
2021
Q4 | $132K | Buy |
758
+48
| +7% | +$8.36K | ﹤0.01% | 289 |
|
|
2021
Q3 | $108K | Hold |
710
| – | – | ﹤0.01% | 268 |
|
|
2021
Q2 | $100K | Sell |
710
-152
| -18% | -$21.4K | ﹤0.01% | 266 |
|
|
2021
Q1 | $105K | Sell |
862
-274
| -24% | -$33.4K | ﹤0.01% | 274 |
|
|
2020
Q4 | $133K | Buy |
+1,136
| New | +$133K | ﹤0.01% | 228 |
|
|
2013
Q4 | – | Sell |
-89
| Closed | -$4K | – | 425 |
|
|
2013
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 604 |
|
|
2013
Q2 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 691 |
|