NewEdge 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 | $6.93M | Sell |
31,697
-2,515
| -7% | -$550K | 0.04% | 462 |
|
|
2025
Q1 | $8.35M | Sell |
34,212
-824
| -2% | -$201K | 0.05% | 367 |
|
|
2024
Q4 | $7.44M | Buy |
35,036
+3,448
| +11% | +$732K | 0.04% | 384 |
|
|
2024
Q3 | $7.05M | Buy |
31,588
+96
| +0.3% | +$21.4K | 0.05% | 367 |
|
|
2024
Q2 | $6.64M | Buy |
31,492
+7,075
| +29% | +$1.49M | 0.05% | 359 |
|
|
2024
Q1 | $5.03M | Buy |
24,417
+2,019
| +9% | +$416K | 0.04% | 390 |
|
|
2023
Q4 | $4.37M | Buy |
22,398
+5,064
| +29% | +$987K | 0.04% | 396 |
|
|
2023
Q3 | $3.3M | Buy |
17,334
+3,801
| +28% | +$723K | 0.04% | 431 |
|
|
2023
Q2 | $2.55M | Sell |
13,533
-859
| -6% | -$162K | 0.03% | 513 |
|
|
2023
Q1 | $2.4M | Buy |
14,392
+861
| +6% | +$143K | 0.03% | 476 |
|
|
2022
Q4 | $1.51M | Buy |
13,531
+907
| +7% | +$101K | 0.04% | 393 |
|
|
2022
Q3 | $1.88M | Sell |
12,624
-5
| -0% | -$746 | 0.03% | 445 |
|
|
2022
Q2 | $1.96M | Buy |
12,629
+1,742
| +16% | +$270K | 0.03% | 443 |
|
|
2022
Q1 | $1.86M | Buy |
10,887
+3,987
| +58% | +$679K | 0.03% | 441 |
|
|
2021
Q4 | $1.2M | Buy |
6,900
+2,220
| +47% | +$386K | 0.02% | 640 |
|
|
2021
Q3 | $709K | Buy |
4,680
+397
| +9% | +$60.1K | 0.02% | 649 |
|
|
2021
Q2 | $603K | Sell |
4,283
-279
| -6% | -$39.3K | 0.02% | 685 |
|
|
2021
Q1 | $556K | Sell |
4,562
-489
| -10% | -$59.6K | 0.02% | 636 |
|
|
2020
Q4 | $590K | Buy |
+5,051
| New | +$590K | 0.02% | 573 |
|
|
2020
Q3 | – | Sell |
-5,757
| Closed | -$619K | – | 954 |
|
|
2020
Q2 | $619K | Buy |
5,757
+557
| +11% | +$59.9K | 0.02% | 482 |
|
|
2020
Q1 | $450K | Buy |
5,200
+301
| +6% | +$26K | 0.02% | 482 |
|
|
2019
Q4 | $545K | Buy |
4,899
+244
| +5% | +$27.1K | 0.02% | 498 |
|
|
2019
Q3 | $461K | Buy |
+4,655
| New | +$461K | 0.02% | 520 |
|
|
2018
Q4 | – | Sell |
-4,345
| Closed | -$359K | – | 681 |
|
|
2018
Q3 | $359K | Sell |
4,345
-106
| -2% | -$8.76K | 0.03% | 448 |
|
|
2018
Q2 | $366 | Buy |
4,451
+126
| +3% | +$10 | 0.03% | 370 |
|
|
2018
Q1 | $350K | Buy |
4,325
+142
| +3% | +$11.5K | 0.04% | 325 |
|
|
2017
Q4 | $343K | Buy |
4,183
+33
| +0.8% | +$2.71K | 0.05% | 290 |
|
|
2017
Q3 | $346K | Buy |
4,150
+62
| +2% | +$5.17K | 0.05% | 256 |
|
|
2017
Q2 | $319K | Buy |
+4,088
| New | +$319K | 0.05% | 250 |
|