Jones Financial Companies’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.9M | Buy |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $909K | Buy |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $30.1K | Sell |
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|
2023
Q4 | $49.5K | Sell |
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|
2023
Q3 | $52.7K | Buy |
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|
2023
Q2 | $34.6K | Buy |
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|
2023
Q1 | $21.8K | Sell |
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|
2022
Q4 | $26K | Sell |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $66K | Sell |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $100K | Sell |
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|
2021
Q1 | $105K | Sell |
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|
2020
Q4 | $133K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $4K | Buy |
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