Lindbrook Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $369K | Buy |
1,514
+44
| +3% | +$10.7K | 0.03% | 273 |
|
|
2024
Q4 | $312K | Buy |
1,470
+2
| +0.1% | +$425 | 0.03% | 302 |
|
|
2024
Q3 | $327K | Buy |
1,468
+33
| +2% | +$7.36K | 0.03% | 292 |
|
|
2024
Q2 | $302K | Sell |
1,435
-97
| -6% | -$20.4K | 0.03% | 287 |
|
|
2024
Q1 | $316K | Sell |
1,532
-152
| -9% | -$31.3K | 0.03% | 276 |
|
|
2023
Q4 | $319K | Buy |
1,684
+414
| +33% | +$78.4K | 0.03% | 262 |
|
|
2023
Q3 | $242K | Buy |
1,270
+85
| +7% | +$16.2K | 0.03% | 281 |
|
|
2023
Q2 | $223K | Buy |
1,185
+8
| +0.7% | +$1.51K | 0.02% | 305 |
|
|
2023
Q1 | $196K | Buy |
1,177
+376
| +47% | +$62.6K | 0.02% | 316 |
|
|
2022
Q4 | $133K | Buy |
801
+207
| +35% | +$34.3K | 0.02% | 425 |
|
|
2022
Q3 | $89K | Buy |
594
+184
| +45% | +$27.6K | 0.02% | 464 |
|
|
2022
Q2 | $64K | Buy |
410
+103
| +34% | +$16.1K | 0.01% | 572 |
|
|
2022
Q1 | $52K | Sell |
307
-164
| -35% | -$27.8K | 0.01% | 661 |
|
|
2021
Q4 | $82K | Sell |
471
-9
| -2% | -$1.57K | 0.01% | 551 |
|
|
2021
Q3 | $73K | Buy |
480
+18
| +4% | +$2.74K | 0.02% | 339 |
|
|
2021
Q2 | $65K | Buy |
462
+11
| +2% | +$1.55K | 0.01% | 396 |
|
|
2021
Q1 | $55K | Buy |
451
+10
| +2% | +$1.22K | 0.01% | 411 |
|
|
2020
Q4 | $52K | Buy |
441
+19
| +5% | +$2.24K | 0.01% | 391 |
|
|
2020
Q3 | $48K | Buy |
422
+5
| +1% | +$569 | 0.01% | 373 |
|
|
2020
Q2 | $45K | Sell |
417
-91
| -18% | -$9.82K | 0.01% | 382 |
|
|
2020
Q1 | $44K | Sell |
508
-214
| -30% | -$18.5K | 0.02% | 351 |
|
|
2019
Q4 | $80K | Buy |
722
+81
| +13% | +$8.98K | 0.03% | 299 |
|
|
2019
Q3 | $64K | Sell |
641
-13
| -2% | -$1.3K | 0.02% | 341 |
|
|
2019
Q2 | $65K | Buy |
654
+22
| +3% | +$2.19K | 0.03% | 343 |
|
|
2019
Q1 | $59K | Hold |
632
| – | – | 0.02% | 351 |
|
|
2018
Q4 | $50K | Buy |
+632
| New | +$50K | 0.02% | 341 |
|