Mairs & Power Inc’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 | $300K | Sell |
1,374
-75
| -5% | -$16.4K | ﹤0.01% | 197 |
|
|
2025
Q1 | $354K | Buy |
1,449
+75
| +5% | +$18.3K | ﹤0.01% | 179 |
|
|
2024
Q4 | $292K | Hold |
1,374
| – | – | ﹤0.01% | 197 |
|
|
2024
Q3 | $307K | Buy |
1,374
+36
| +3% | +$8.03K | ﹤0.01% | 185 |
|
|
2024
Q2 | $282K | Sell |
1,338
-840
| -39% | -$177K | ﹤0.01% | 189 |
|
|
2024
Q1 | $449K | Buy |
2,178
+19
| +0.9% | +$3.91K | ﹤0.01% | 167 |
|
|
2023
Q4 | $409K | Sell |
2,159
-13
| -0.6% | -$2.46K | ﹤0.01% | 181 |
|
|
2023
Q3 | $413K | Hold |
2,172
| – | – | ﹤0.01% | 173 |
|
|
2023
Q2 | $409K | Buy |
2,172
+32
| +1% | +$6.02K | ﹤0.01% | 179 |
|
|
2023
Q1 | $356K | Buy |
2,140
+656
| +44% | +$109K | ﹤0.01% | 189 |
|
|
2022
Q4 | $246K | Buy |
1,484
+48
| +3% | +$7.94K | ﹤0.01% | 203 |
|
|
2022
Q3 | $214K | Hold |
1,436
| – | – | ﹤0.01% | 207 |
|
|
2022
Q2 | $223K | Sell |
1,436
-848
| -37% | -$132K | ﹤0.01% | 189 |
|
|
2022
Q1 | $389K | Buy |
2,284
+800
| +54% | +$136K | ﹤0.01% | 176 |
|
|
2021
Q4 | $258K | Buy |
+1,484
| New | +$258K | ﹤0.01% | 194 |
|
|
2018
Q3 | – | Sell |
-2,466
| Closed | -$202K | – | 220 |
|
|
2018
Q2 | $202K | Hold |
2,466
| – | – | ﹤0.01% | 205 |
|
|
2018
Q1 | $204K | Sell |
2,466
-900
| -27% | -$74.5K | ﹤0.01% | 196 |
|
|
2017
Q4 | $274K | Hold |
3,366
| – | – | ﹤0.01% | 184 |
|
|
2017
Q3 | $282K | Hold |
3,366
| – | – | ﹤0.01% | 178 |
|
|
2017
Q2 | $262K | Sell |
3,366
-1,644
| -33% | -$128K | ﹤0.01% | 181 |
|
|
2017
Q1 | $370K | Hold |
5,010
| – | – | ﹤0.01% | 161 |
|
|
2016
Q4 | $339K | Hold |
5,010
| – | – | ﹤0.01% | 159 |
|
|
2016
Q3 | $337K | Buy |
+5,010
| New | +$337K | ﹤0.01% | 157 |
|