Meeder Asset Management’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 | $71.5K | Buy |
327
+51
| +18% | +$11.2K | ﹤0.01% | 329 |
|
2025
Q1 | $67.4K | Buy |
276
+137
| +99% | +$33.4K | ﹤0.01% | 357 |
|
2024
Q4 | $29.5K | Sell |
139
-8
| -5% | -$1.7K | ﹤0.01% | 456 |
|
2024
Q3 | $32.8K | Buy |
147
+17
| +13% | +$3.79K | ﹤0.01% | 429 |
|
2024
Q2 | $27.4K | Buy |
130
+6
| +5% | +$1.26K | ﹤0.01% | 449 |
|
2024
Q1 | $25.5K | Buy |
+124
| New | +$25.5K | ﹤0.01% | 444 |
|
2023
Q4 | – | Sell |
-45,077
| Closed | -$8.58M | – | 535 |
|
2023
Q3 | $8.58M | Sell |
45,077
-4,846
| -10% | -$922K | 0.68% | 36 |
|
2023
Q2 | $9.39M | Sell |
49,923
-489
| -1% | -$92K | 0.68% | 33 |
|
2023
Q1 | $8.4M | Hold |
50,412
| – | – | 0.67% | 35 |
|
2022
Q4 | $8.34M | Sell |
50,412
-23,615
| -32% | -$3.91M | 0.73% | 25 |
|
2022
Q3 | $11.1M | Buy |
74,027
+1,554
| +2% | +$232K | 0.64% | 34 |
|
2022
Q2 | $11.3M | Buy |
72,473
+23,408
| +48% | +$3.63M | 0.65% | 29 |
|
2022
Q1 | $8.36M | Buy |
+49,065
| New | +$8.36M | 0.41% | 54 |
|
2021
Q4 | – | Sell |
-4,559
| Closed | -$690K | – | 1871 |
|
2021
Q3 | $690K | Buy |
4,559
+228
| +5% | +$34.5K | 0.04% | 339 |
|
2021
Q2 | $609K | Buy |
4,331
+466
| +12% | +$65.5K | 0.03% | 410 |
|
2021
Q1 | $471K | Buy |
3,865
+1,120
| +41% | +$136K | 0.02% | 501 |
|
2020
Q4 | $321K | Sell |
2,745
-655
| -19% | -$76.6K | 0.07% | 224 |
|
2020
Q3 | $390K | Buy |
3,400
+278
| +9% | +$31.9K | 0.03% | 437 |
|
2020
Q2 | $335K | Buy |
3,122
+2,377
| +319% | +$255K | 0.02% | 465 |
|
2020
Q1 | $64K | Buy |
745
+234
| +46% | +$20.1K | 0.01% | 842 |
|
2019
Q4 | $57K | Buy |
511
+194
| +61% | +$21.6K | ﹤0.01% | 985 |
|
2019
Q3 | $32K | Buy |
317
+19
| +6% | +$1.92K | ﹤0.01% | 1163 |
|
2019
Q2 | $30K | Buy |
+298
| New | +$30K | ﹤0.01% | 1101 |
|
2018
Q2 | – | Sell |
-38,402
| Closed | -$3.17M | – | 1631 |
|
2018
Q1 | $3.17M | Buy |
38,402
+14,396
| +60% | +$1.19M | 0.29% | 90 |
|
2017
Q4 | $1.96M | Buy |
24,006
+17,586
| +274% | +$1.43M | 0.17% | 132 |
|
2017
Q3 | $538K | Buy |
6,420
+6,293
| +4,955% | +$527K | 0.06% | 354 |
|
2017
Q2 | $10K | Hold |
127
| – | – | ﹤0.01% | 993 |
|
2017
Q1 | $9K | Sell |
127
-43,524
| -100% | -$3.08M | ﹤0.01% | 877 |
|
2016
Q4 | $2.95M | Sell |
43,651
-24,391
| -36% | -$1.65M | 0.28% | 89 |
|
2016
Q3 | $4.58M | Buy |
+68,042
| New | +$4.58M | 0.39% | 43 |
|