Lido Advisors’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 | $12.9M | Sell |
59,113
-890
| -1% | -$195K | 0.05% | 208 |
|
|
2025
Q1 | $14.6M | Sell |
60,003
-3,420
| -5% | -$835K | 0.07% | 173 |
|
|
2024
Q4 | $13.5M | Buy |
63,423
+22,589
| +55% | +$4.8M | 0.06% | 170 |
|
|
2024
Q3 | $9.11M | Buy |
40,834
+557
| +1% | +$124K | 0.05% | 201 |
|
|
2024
Q2 | $8.49M | Buy |
40,277
+5,537
| +16% | +$1.17M | 0.05% | 194 |
|
|
2024
Q1 | $7.16M | Buy |
34,740
+3,422
| +11% | +$705K | 0.04% | 212 |
|
|
2023
Q4 | $5.93M | Buy |
31,318
+8,008
| +34% | +$1.52M | 0.04% | 228 |
|
|
2023
Q3 | $4.44M | Sell |
23,310
-291
| -1% | -$55.4K | 0.03% | 247 |
|
|
2023
Q2 | $4.44M | Buy |
23,601
+2,213
| +10% | +$416K | 0.03% | 229 |
|
|
2023
Q1 | $3.56M | Sell |
21,388
-10,262
| -32% | -$1.71M | 0.03% | 234 |
|
|
2022
Q4 | $5.24M | Buy |
31,650
+21,090
| +200% | +$3.49M | 0.06% | 154 |
|
|
2022
Q3 | $1.58M | Buy |
10,560
+3,985
| +61% | +$595K | 0.02% | 263 |
|
|
2022
Q2 | $1.02M | Buy |
6,575
+299
| +5% | +$46.4K | 0.01% | 311 |
|
|
2022
Q1 | $1.07M | Sell |
6,276
-7,605
| -55% | -$1.3M | 0.01% | 341 |
|
|
2021
Q4 | $2.41M | Sell |
13,881
-28
| -0.2% | -$4.87K | 0.03% | 218 |
|
|
2021
Q3 | $2.11M | Buy |
13,909
+18
| +0.1% | +$2.73K | 0.03% | 231 |
|
|
2021
Q2 | $1.95M | Buy |
13,891
+3,537
| +34% | +$498K | 0.03% | 234 |
|
|
2021
Q1 | $1.26M | Buy |
10,354
+837
| +9% | +$102K | 0.02% | 266 |
|
|
2020
Q4 | $1.11M | Buy |
9,517
+6,693
| +237% | +$783K | 0.02% | 265 |
|
|
2020
Q3 | $324K | Sell |
2,824
-560
| -17% | -$64.2K | 0.01% | 408 |
|
|
2020
Q2 | $363K | Sell |
3,384
-242
| -7% | -$26K | 0.01% | 358 |
|
|
2020
Q1 | $314K | Sell |
3,626
-848
| -19% | -$73.4K | 0.01% | 364 |
|
|
2019
Q4 | $498K | Buy |
4,474
+297
| +7% | +$33.1K | 0.02% | 347 |
|
|
2019
Q3 | $418K | Buy |
4,177
+206
| +5% | +$20.6K | 0.02% | 329 |
|
|
2019
Q2 | $396K | Sell |
3,971
-17
| -0.4% | -$1.7K | 0.02% | 320 |
|
|
2019
Q1 | $374K | Sell |
3,988
-24
| -0.6% | -$2.25K | 0.02% | 309 |
|
|
2018
Q4 | $319K | Buy |
4,012
+286
| +8% | +$22.7K | 0.03% | 274 |
|
|
2018
Q3 | $308K | Buy |
3,726
+687
| +23% | +$56.8K | 0.03% | 312 |
|
|
2018
Q2 | $249K | Buy |
3,039
+225
| +8% | +$18.4K | 0.03% | 325 |
|
|
2018
Q1 | $232K | Buy |
+2,814
| New | +$232K | 0.03% | 314 |
|