MV Capital 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 | $227K | Sell |
1,039
-7
| -0.7% | -$1.53K | 0.02% | 168 |
|
|
2025
Q1 | $255K | Buy |
1,046
+600
| +135% | +$146K | 0.03% | 156 |
|
|
2024
Q4 | $94.7K | Sell |
446
-2
| -0.4% | -$425 | 0.01% | 233 |
|
|
2024
Q3 | $99.9K | Buy |
448
+35
| +8% | +$7.81K | 0.01% | 233 |
|
|
2024
Q2 | $87K | Buy |
413
+15
| +4% | +$3.16K | 0.01% | 247 |
|
|
2024
Q1 | $82K | Buy |
398
+7
| +2% | +$1.44K | 0.01% | 251 |
|
|
2023
Q4 | $74.1K | Buy |
391
+11
| +3% | +$2.08K | 0.01% | 258 |
|
|
2023
Q3 | $72.3K | Buy |
380
+4
| +1% | +$761 | 0.01% | 241 |
|
|
2023
Q2 | $70.7K | Buy |
376
+6
| +2% | +$1.13K | 0.01% | 249 |
|
|
2023
Q1 | $61.6K | Buy |
370
+45
| +14% | +$7.5K | 0.01% | 256 |
|
|
2022
Q4 | $53.8K | Buy |
325
+42
| +15% | +$6.95K | 0.01% | 217 |
|
|
2022
Q3 | $42K | Buy |
283
+63
| +29% | +$9.35K | 0.01% | 233 |
|
|
2022
Q2 | $34K | Buy |
220
+61
| +38% | +$9.43K | 0.01% | 254 |
|
|
2022
Q1 | $27K | Sell |
159
-1
| -0.6% | -$170 | ﹤0.01% | 292 |
|
|
2021
Q4 | $28K | Buy |
160
+22
| +16% | +$3.85K | ﹤0.01% | 272 |
|
|
2021
Q3 | $21K | Buy |
138
+58
| +73% | +$8.83K | ﹤0.01% | 303 |
|
|
2021
Q2 | $11K | Buy |
80
+68
| +567% | +$9.35K | ﹤0.01% | 351 |
|
|
2021
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 399 |
|
|
2019
Q4 | – | Sell |
-10
| Closed | -$1K | – | 388 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 377 |
|
|
2017
Q3 | – | Sell |
-67
| Closed | -$5K | – | 367 |
|
|
2017
Q2 | $5K | Sell |
67
-36
| -35% | -$2.69K | ﹤0.01% | 286 |
|
|
2017
Q1 | $8K | Hold |
103
| – | – | ﹤0.01% | 257 |
|
|
2016
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 257 |
|
|
2016
Q3 | $7K | Buy |
103
+29
| +39% | +$1.97K | ﹤0.01% | 256 |
|
|
2016
Q2 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 276 |
|