MOTCO’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 | $79.3K | Buy |
398
+21
| +6% | +$4.18K | 0.01% | 274 |
|
|
2025
Q1 | $92K | Buy |
377
+237
| +169% | +$57.8K | 0.01% | 243 |
|
|
2024
Q4 | $29.7K | Sell |
140
-1,687
| -92% | -$358K | ﹤0.01% | 323 |
|
|
2024
Q3 | $408K | Buy |
1,827
+71
| +4% | +$15.8K | 0.04% | 159 |
|
|
2024
Q2 | $370K | Buy |
1,756
+120
| +7% | +$25.3K | 0.02% | 217 |
|
|
2024
Q1 | $337K | Buy |
1,636
+1,632
| +40,800% | +$336K | 0.02% | 232 |
|
|
2023
Q4 | $758 | Sell |
4
-368
| -99% | -$69.7K | ﹤0.01% | 658 |
|
|
2023
Q3 | $70.8K | Buy |
372
+298
| +403% | +$56.7K | ﹤0.01% | 326 |
|
|
2023
Q2 | $13.9K | Buy |
74
+6
| +9% | +$1.13K | ﹤0.01% | 478 |
|
|
2023
Q1 | $11.3K | Hold |
68
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $11.3K | Buy |
+68
| New | +$11.3K | ﹤0.01% | 472 |
|
|
2022
Q3 | – | Sell |
-84
| Closed | -$13K | – | 663 |
|
|
2022
Q2 | $13K | Hold |
84
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $14K | Buy |
+84
| New | +$14K | ﹤0.01% | 460 |
|
|
2021
Q1 | – | Sell |
-68
| Closed | -$8K | – | 720 |
|
|
2020
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 550 |
|
|
2020
Q3 | $8K | Hold |
68
| – | – | ﹤0.01% | 476 |
|
|
2020
Q2 | $7K | Hold |
68
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $6K | Buy |
+68
| New | +$6K | ﹤0.01% | 478 |
|
|
2019
Q4 | – | Sell |
-275
| Closed | -$28K | – | 543 |
|
|
2019
Q3 | $28K | Sell |
275
-1,701
| -86% | -$173K | ﹤0.01% | 355 |
|
|
2019
Q2 | $197K | Buy |
1,976
+1,699
| +613% | +$169K | 0.02% | 229 |
|
|
2019
Q1 | $26K | Hold |
277
| – | – | ﹤0.01% | 373 |
|
|
2018
Q4 | $22K | Hold |
277
| – | – | ﹤0.01% | 380 |
|
|
2018
Q3 | $23K | Hold |
277
| – | – | ﹤0.01% | 399 |
|
|
2018
Q2 | $23K | Hold |
277
| – | – | ﹤0.01% | 380 |
|
|
2018
Q1 | $23K | Buy |
+277
| New | +$23K | ﹤0.01% | 390 |
|
|
2017
Q2 | – | Sell |
-98
| Closed | -$7K | – | 625 |
|
|
2017
Q1 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 519 |
|
|
2015
Q1 | – | Sell |
-1,800
| Closed | -$103K | – | 596 |
|
|
2014
Q4 | $103K | Hold |
1,800
| – | – | 0.01% | 240 |
|
|
2014
Q3 | $94K | Hold |
1,800
| – | – | 0.01% | 249 |
|
|
2014
Q2 | $93K | Hold |
1,800
| – | – | 0.01% | 238 |
|
|
2014
Q1 | $89K | Hold |
1,800
| – | – | 0.01% | 239 |
|
|
2013
Q4 | $87K | Hold |
1,800
| – | – | 0.01% | 245 |
|
|
2013
Q3 | $78K | Hold |
1,800
| – | – | 0.01% | 257 |
|
|
2013
Q2 | $72K | Buy |
+1,800
| New | +$72K | 0.01% | 269 |
|