Mercer Global Advisors’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 | $8.71M | Sell |
39,857
-9,501
| -19% | -$2.08M | 0.02% | 395 |
|
2025
Q1 | $12M | Buy |
49,358
+985
| +2% | +$240K | 0.03% | 319 |
|
2024
Q4 | $10.3M | Sell |
48,373
-896
| -2% | -$190K | 0.03% | 351 |
|
2024
Q3 | $11M | Buy |
49,269
+1,540
| +3% | +$343K | 0.03% | 309 |
|
2024
Q2 | $10.1M | Buy |
47,729
+2,103
| +5% | +$443K | 0.03% | 300 |
|
2024
Q1 | $9.4M | Sell |
45,626
-18,449
| -29% | -$3.8M | 0.03% | 324 |
|
2023
Q4 | $12.1M | Buy |
64,075
+2,033
| +3% | +$385K | 0.04% | 271 |
|
2023
Q3 | $11.8M | Buy |
62,042
+8,078
| +15% | +$1.54M | 0.04% | 240 |
|
2023
Q2 | $10.2M | Buy |
53,964
+2,176
| +4% | +$409K | 0.04% | 290 |
|
2023
Q1 | $8.63M | Buy |
51,788
+1,894
| +4% | +$315K | 0.04% | 298 |
|
2022
Q4 | $8.26M | Buy |
49,894
+3,316
| +7% | +$549K | 0.04% | 310 |
|
2022
Q3 | $6.95M | Buy |
46,578
+3,674
| +9% | +$549K | 0.04% | 302 |
|
2022
Q2 | $6.66M | Buy |
42,904
+2,445
| +6% | +$380K | 0.04% | 294 |
|
2022
Q1 | $6.9M | Buy |
40,459
+23,137
| +134% | +$3.94M | 0.04% | 303 |
|
2021
Q4 | $3.01M | Buy |
17,322
+1,035
| +6% | +$180K | 0.02% | 500 |
|
2021
Q3 | $2.47M | Buy |
16,287
+2,585
| +19% | +$391K | 0.02% | 541 |
|
2021
Q2 | $1.93M | Sell |
13,702
-9,005
| -40% | -$1.27M | 0.01% | 583 |
|
2021
Q1 | $2.77M | Buy |
22,707
+4,317
| +23% | +$526K | 0.03% | 436 |
|
2020
Q4 | $2.15M | Sell |
18,390
-1,425
| -7% | -$167K | 0.03% | 408 |
|
2020
Q3 | $2.27M | Buy |
19,815
+2,096
| +12% | +$240K | 0.03% | 347 |
|
2020
Q2 | $1.9M | Buy |
17,719
+1,824
| +11% | +$196K | 0.03% | 341 |
|
2020
Q1 | $1.37M | Buy |
15,895
+1,598
| +11% | +$138K | 0.03% | 393 |
|
2019
Q4 | $1.59M | Buy |
14,297
+1,701
| +14% | +$190K | 0.03% | 394 |
|
2019
Q3 | $1.26M | Buy |
12,596
+70
| +0.6% | +$7K | 0.03% | 414 |
|
2019
Q2 | $1.25M | Buy |
12,526
+1,543
| +14% | +$154K | 0.03% | 405 |
|
2019
Q1 | $1.03M | Buy |
+10,983
| New | +$1.03M | 0.04% | 407 |
|