LPL Financial’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 | $73.7M | Buy |
337,253
+13,218
| +4% | +$2.89M | 0.02% | 596 |
|
|
2025
Q1 | $78.7M | Buy |
324,035
+29,247
| +10% | +$7.1M | 0.03% | 508 |
|
|
2024
Q4 | $62.7M | Buy |
294,788
+56,295
| +24% | +$12M | 0.03% | 554 |
|
|
2024
Q3 | $53.2M | Buy |
238,493
+12,396
| +5% | +$2.77M | 0.02% | 584 |
|
|
2024
Q2 | $47.6M | Buy |
226,097
+20,342
| +10% | +$4.29M | 0.02% | 579 |
|
|
2024
Q1 | $42.4M | Buy |
205,755
+4,414
| +2% | +$909K | 0.02% | 596 |
|
|
2023
Q4 | $38.1M | Sell |
201,341
-697
| -0.3% | -$132K | 0.02% | 590 |
|
|
2023
Q3 | $38.4M | Buy |
202,038
+23,916
| +13% | +$4.55M | 0.03% | 545 |
|
|
2023
Q2 | $33.5M | Buy |
178,122
+12,834
| +8% | +$2.41M | 0.02% | 577 |
|
|
2023
Q1 | $27.5M | Buy |
165,288
+22,822
| +16% | +$3.8M | 0.02% | 626 |
|
|
2022
Q4 | $23.6M | Buy |
142,466
+40,701
| +40% | +$6.74M | 0.02% | 641 |
|
|
2022
Q3 | $15.2M | Buy |
101,765
+3,799
| +4% | +$567K | 0.01% | 761 |
|
|
2022
Q2 | $15.2M | Buy |
97,966
+9,335
| +11% | +$1.45M | 0.01% | 752 |
|
|
2022
Q1 | $15.1M | Buy |
88,631
+10,244
| +13% | +$1.75M | 0.01% | 778 |
|
|
2021
Q4 | $13.6M | Buy |
78,387
+9,381
| +14% | +$1.63M | 0.01% | 845 |
|
|
2021
Q3 | $10.5M | Buy |
69,006
+9,754
| +16% | +$1.48M | 0.01% | 939 |
|
|
2021
Q2 | $8.34M | Buy |
59,252
+7,229
| +14% | +$1.02M | 0.01% | 1015 |
|
|
2021
Q1 | $6.34M | Buy |
52,023
+4,224
| +9% | +$514K | 0.01% | 1078 |
|
|
2020
Q4 | $5.59M | Sell |
47,799
-277
| -0.6% | -$32.4K | 0.01% | 1056 |
|
|
2020
Q3 | $5.51M | Buy |
48,076
+5,106
| +12% | +$586K | 0.01% | 901 |
|
|
2020
Q2 | $4.61M | Buy |
42,970
+12,000
| +39% | +$1.29M | 0.01% | 919 |
|
|
2020
Q1 | $2.68M | Sell |
30,970
-54
| -0.2% | -$4.67K | 0.01% | 1024 |
|
|
2019
Q4 | $3.46M | Buy |
31,024
+2,994
| +11% | +$334K | 0.01% | 1020 |
|
|
2019
Q3 | $2.8M | Buy |
28,030
+1,821
| +7% | +$182K | 0.01% | 1058 |
|
|
2019
Q2 | $2.61M | Buy |
26,209
+2,102
| +9% | +$210K | 0.01% | 1097 |
|
|
2019
Q1 | $2.26M | Sell |
24,107
-45
| -0.2% | -$4.23K | 0.01% | 1127 |
|
|
2018
Q4 | $1.93M | Buy |
24,152
+4,383
| +22% | +$350K | 0.01% | 1089 |
|
|
2018
Q3 | $1.64M | Sell |
19,769
-690
| -3% | -$57.1K | ﹤0.01% | 1308 |
|
|
2018
Q2 | $1.68M | Sell |
20,459
-6,798
| -25% | -$557K | ﹤0.01% | 1246 |
|
|
2018
Q1 | $2.25M | Sell |
27,257
-1,732
| -6% | -$143K | 0.01% | 1039 |
|
|
2017
Q4 | $2.36M | Sell |
28,989
-336
| -1% | -$27.3K | 0.01% | 965 |
|
|
2017
Q3 | $2.46M | Buy |
29,325
+11,308
| +63% | +$948K | 0.01% | 880 |
|
|
2017
Q2 | $1.41M | Buy |
18,017
+6,177
| +52% | +$482K | 0.01% | 1153 |
|
|
2017
Q1 | $868K | Sell |
11,840
-3,327
| -22% | -$244K | 0.01% | 1355 |
|
|
2016
Q4 | $1.03M | Sell |
15,167
-808
| -5% | -$54.8K | 0.01% | 1194 |
|
|
2016
Q3 | $1.06M | Buy |
15,975
+282
| +2% | +$18.7K | 0.01% | 1145 |
|
|
2016
Q2 | $1.05M | Sell |
15,693
-10,352
| -40% | -$695K | 0.01% | 1129 |
|
|
2016
Q1 | $1.57M | Buy |
26,045
+1,069
| +4% | +$64.6K | ﹤0.01% | 1345 |
|
|
2015
Q4 | $1.37M | Buy |
24,976
+6,927
| +38% | +$379K | ﹤0.01% | 1427 |
|
|
2015
Q3 | $971K | Buy |
18,049
+343
| +2% | +$18.5K | 0.01% | 1260 |
|
|
2015
Q2 | $1.01M | Sell |
17,706
-912
| -5% | -$52.1K | 0.01% | 1354 |
|
|
2015
Q1 | $1.05M | Sell |
18,618
-10,475
| -36% | -$589K | 0.01% | 1323 |
|
|
2014
Q4 | $1.67M | Buy |
29,093
+115
| +0.4% | +$6.58K | 0.01% | 1000 |
|
|
2014
Q3 | $1.5M | Buy |
28,978
+1,418
| +5% | +$73.4K | 0.01% | 1031 |
|
|
2014
Q2 | $1.43M | Buy |
27,560
+10
| +0% | +$518 | 0.01% | 1094 |
|
|
2014
Q1 | $1.36M | Buy |
27,550
+776
| +3% | +$38.3K | 0.01% | 1067 |
|
|
2013
Q4 | $1.3M | Sell |
26,774
-1,197
| -4% | -$57.9K | 0.01% | 1078 |
|
|
2013
Q3 | $1.22M | Buy |
27,971
+1,176
| +4% | +$51.4K | 0.01% | 1069 |
|
|
2013
Q2 | $1.07M | Buy |
+26,795
| New | +$1.07M | 0.01% | 1086 |
|