Lombard Odier Asset Management (Switzerland)’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 | $3.48M | Buy |
15,914
+1,105
| +7% | +$242K | 0.18% | 126 |
|
|
2025
Q1 | $3.61M | Buy |
14,809
+2,262
| +18% | +$552K | 0.21% | 115 |
|
|
2024
Q4 | $2.67M | Buy |
12,547
+1,142
| +10% | +$243K | 0.2% | 132 |
|
|
2024
Q3 | $2.54M | Buy |
+11,405
| New | +$2.54M | 0.21% | 121 |
|
|
2024
Q2 | – | Sell |
-8,824
| Closed | -$1.82M | – | 297 |
|
|
2024
Q1 | $1.82M | Buy |
+8,824
| New | +$1.82M | 0.13% | 167 |
|
|
2023
Q2 | – | Sell |
-2,101
| Closed | -$350K | – | 292 |
|
|
2023
Q1 | $350K | Sell |
2,101
-390
| -16% | -$65K | 0.03% | 321 |
|
|
2022
Q4 | $412K | Buy |
+2,491
| New | +$412K | 0.03% | 279 |
|
|
2022
Q3 | – | Sell |
-2,267
| Closed | -$352K | – | 319 |
|
|
2022
Q2 | $352K | Buy |
+2,267
| New | +$352K | 0.03% | 247 |
|
|
2022
Q1 | – | Sell |
-1,871
| Closed | -$325K | – | 305 |
|
|
2021
Q4 | $325K | Buy |
+1,871
| New | +$325K | 0.02% | 298 |
|
|
2021
Q3 | – | Sell |
-2,187
| Closed | -$308K | – | 376 |
|
|
2021
Q2 | $308K | Buy |
+2,187
| New | +$308K | 0.02% | 420 |
|
|
2020
Q4 | – | Sell |
-4,854
| Closed | -$557K | – | 265 |
|
|
2020
Q3 | $557K | Buy |
+4,854
| New | +$557K | 0.06% | 212 |
|
|
2020
Q2 | – | Sell |
-3,371
| Closed | -$291K | – | 259 |
|
|
2020
Q1 | $291K | Buy |
3,371
+1,505
| +81% | +$130K | 0.04% | 275 |
|
|
2019
Q4 | $208K | Buy |
+1,866
| New | +$208K | 0.02% | 354 |
|
|
2019
Q3 | – | Sell |
-6,339
| Closed | -$632K | – | 367 |
|
|
2019
Q2 | $632K | Sell |
6,339
-1,372
| -18% | -$137K | 0.06% | 202 |
|
|
2019
Q1 | $724K | Hold |
7,711
| – | – | 0.07% | 197 |
|
|
2018
Q4 | $615K | Buy |
+7,711
| New | +$615K | 0.07% | 199 |
|
|
2016
Q2 | – | Sell |
-18,003
| Closed | -$1.09M | – | 387 |
|
|
2016
Q1 | $1.09M | Buy |
+18,003
| New | +$1.09M | 0.13% | 129 |
|
|
2015
Q3 | – | Sell |
-19,033
| Closed | -$1.08M | – | 355 |
|
|
2015
Q2 | $1.08M | Buy |
19,033
+960
| +5% | +$54.4K | 0.08% | 122 |
|
|
2015
Q1 | $1.02M | Sell |
18,073
-12,627
| -41% | -$713K | 0.11% | 139 |
|
|
2014
Q4 | $1.77M | Sell |
30,700
-23,516
| -43% | -$1.35M | 0.19% | 102 |
|
|
2014
Q3 | $2.85M | Buy |
54,216
+45,200
| +501% | +$2.38M | 0.07% | 283 |
|
|
2014
Q2 | $465K | Buy |
+9,016
| New | +$465K | 0.05% | 239 |
|