Loomis, Sayles & Company’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 | $44.8K | Buy |
+205
| New | +$44.8K | ﹤0.01% | 625 |
|
2024
Q4 | – | Sell |
-241
| Closed | -$54K | – | 764 |
|
2024
Q3 | $54K | Buy |
241
+3
| +1% | +$672 | ﹤0.01% | 630 |
|
2024
Q2 | $50K | Buy |
238
+5
| +2% | +$1.05K | ﹤0.01% | 633 |
|
2024
Q1 | $48K | Sell |
233
-153
| -40% | -$31.5K | ﹤0.01% | 623 |
|
2023
Q4 | $73K | Buy |
386
+21
| +6% | +$3.97K | ﹤0.01% | 566 |
|
2023
Q3 | $69K | Buy |
365
+12
| +3% | +$2.27K | ﹤0.01% | 566 |
|
2023
Q2 | $66K | Sell |
353
-28
| -7% | -$5.24K | ﹤0.01% | 578 |
|
2023
Q1 | $63K | Buy |
381
+208
| +120% | +$34.4K | ﹤0.01% | 590 |
|
2022
Q4 | $29K | Buy |
+173
| New | +$29K | ﹤0.01% | 700 |
|
2022
Q3 | – | Sell |
-22
| Closed | -$3K | – | 1007 |
|
2022
Q2 | $3K | Buy |
22
+4
| +22% | +$545 | ﹤0.01% | 775 |
|
2022
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 878 |
|
2021
Q4 | – | Sell |
-89
| Closed | -$13K | – | 851 |
|
2021
Q3 | $13K | Buy |
+89
| New | +$13K | ﹤0.01% | 757 |
|
2020
Q3 | – | Sell |
-152
| Closed | -$16K | – | 702 |
|
2020
Q2 | $16K | Sell |
152
-9
| -6% | -$947 | ﹤0.01% | 595 |
|
2020
Q1 | $14K | Sell |
161
-645
| -80% | -$56.1K | ﹤0.01% | 620 |
|
2019
Q4 | $90K | Buy |
806
+70
| +10% | +$7.82K | ﹤0.01% | 597 |
|
2019
Q3 | $74K | Buy |
+736
| New | +$74K | ﹤0.01% | 572 |
|