Moneta Group Investment 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 | $4.72M | Buy |
21,571
+12,766
| +145% | +$2.79M | 0.06% | 143 |
|
|
2025
Q1 | $2.15M | Sell |
8,805
-339
| -4% | -$82.7K | 0.03% | 202 |
|
|
2024
Q4 | $1.94M | Buy |
9,144
+117
| +1% | +$24.9K | 0.03% | 212 |
|
|
2024
Q3 | $2.01M | Buy |
9,027
+43
| +0.5% | +$9.59K | 0.03% | 197 |
|
|
2024
Q2 | $1.89M | Sell |
8,984
-213
| -2% | -$44.9K | 0.03% | 192 |
|
|
2024
Q1 | $1.89M | Sell |
9,197
-45
| -0.5% | -$9.27K | 0.03% | 193 |
|
|
2023
Q4 | $1.75M | Sell |
9,242
-253
| -3% | -$47.9K | 0.03% | 187 |
|
|
2023
Q3 | $1.81M | Sell |
9,495
-100
| -1% | -$19K | 0.04% | 171 |
|
|
2023
Q2 | $1.8M | Buy |
9,595
+15
| +0.2% | +$2.82K | 0.04% | 173 |
|
|
2023
Q1 | $1.6M | Buy |
9,580
+854
| +10% | +$142K | 0.04% | 185 |
|
|
2022
Q4 | $1.53M | Sell |
8,726
-504
| -5% | -$88.2K | 0.04% | 172 |
|
|
2022
Q3 | $1.38M | Sell |
9,230
-554
| -6% | -$82.7K | 0.05% | 163 |
|
|
2022
Q2 | $1.52M | Buy |
9,784
+1,358
| +16% | +$211K | 0.05% | 165 |
|
|
2022
Q1 | $1.44M | Sell |
8,426
-422
| -5% | -$71.9K | 0.06% | 163 |
|
|
2021
Q4 | $1.54M | Buy |
8,848
+270
| +3% | +$46.9K | 0.06% | 158 |
|
|
2021
Q3 | $1.3M | Sell |
8,578
-2
| -0% | -$303 | 0.06% | 164 |
|
|
2021
Q2 | $1.21M | Buy |
8,580
+411
| +5% | +$57.8K | 0.06% | 176 |
|
|
2021
Q1 | $995K | Buy |
8,169
+84
| +1% | +$10.2K | 0.05% | 178 |
|
|
2020
Q4 | $946K | Buy |
+8,085
| New | +$946K | 0.07% | 150 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | – | – | 678 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 517 |
|