LPL Financial’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78.2M | Buy |
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|
2025
Q2 | $73.7M | Buy |
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|
2025
Q1 | $78.7M | Buy |
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|
2024
Q4 | $62.7M | Buy |
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|
2024
Q3 | $53.2M | Buy |
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|
2024
Q2 | $47.6M | Buy |
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|
2024
Q1 | $42.4M | Buy |
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|
2023
Q4 | $38.1M | Sell |
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|
2023
Q3 | $38.4M | Buy |
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|
2023
Q2 | $33.5M | Buy |
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|
2023
Q1 | $27.5M | Buy |
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|
2022
Q4 | $23.6M | Buy |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $15.2M | Buy |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $8.34M | Buy |
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|
2021
Q1 | $6.34M | Buy |
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|
2020
Q4 | $5.59M | Sell |
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|
2020
Q3 | $5.51M | Buy |
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|
2020
Q2 | $4.61M | Buy |
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|
2020
Q1 | $2.68M | Sell |
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|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $2.8M | Buy |
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|
2019
Q2 | $2.61M | Buy |
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|
2019
Q1 | $2.26M | Sell |
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|
2018
Q4 | $1.93M | Buy |
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|
2018
Q3 | $1.64M | Sell |
|
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|
2018
Q2 | $1.68M | Sell |
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|
2018
Q1 | $2.25M | Sell |
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|
2017
Q4 | $2.36M | Sell |
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|
2017
Q3 | $2.46M | Buy |
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|
2017
Q2 | $1.41M | Buy |
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|
2017
Q1 | $868K | Sell |
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|
2016
Q4 | $1.03M | Sell |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $1.05M | Sell |
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|
2016
Q1 | $1.57M | Buy |
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|
2015
Q4 | $1.37M | Buy |
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|
2015
Q3 | $971K | Buy |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.67M | Buy |
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|
2014
Q3 | $1.5M | Buy |
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|
2014
Q2 | $1.43M | Buy |
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|
2014
Q1 | $1.36M | Buy |
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|
2013
Q4 | $1.29M | Sell |
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|
2013
Q3 | $1.22M | Buy |
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|
2013
Q2 | $1.07M | Buy |
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