NorthRock Partners’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 | $1.26M | Buy |
5,772
+493
| +9% | +$108K | 0.03% | 202 |
|
|
2025
Q1 | $1.29M | Buy |
5,279
+238
| +5% | +$58.1K | 0.04% | 174 |
|
|
2024
Q4 | $1.07M | Sell |
5,041
-1,612
| -24% | -$342K | 0.03% | 193 |
|
|
2024
Q3 | $1.48M | Buy |
6,653
+156
| +2% | +$34.8K | 0.05% | 160 |
|
|
2024
Q2 | $1.37M | Buy |
6,497
+613
| +10% | +$129K | 0.05% | 159 |
|
|
2024
Q1 | $1.21M | Buy |
5,884
+100
| +2% | +$20.6K | 0.05% | 176 |
|
|
2023
Q4 | $1.1M | Buy |
5,784
+2,962
| +105% | +$561K | 0.05% | 176 |
|
|
2023
Q3 | $537K | Buy |
2,822
+315
| +13% | +$59.9K | 0.06% | 146 |
|
|
2023
Q2 | $471K | Sell |
2,507
-599
| -19% | -$113K | 0.05% | 144 |
|
|
2023
Q1 | $517K | Buy |
3,106
+6
| +0.2% | +$999 | 0.06% | 144 |
|
|
2022
Q4 | $513K | Buy |
3,100
+133
| +4% | +$22K | 0.06% | 152 |
|
|
2022
Q3 | $443K | Buy |
2,967
+530
| +22% | +$79.1K | 0.05% | 157 |
|
|
2022
Q2 | $378K | Sell |
2,437
-575
| -19% | -$89.2K | 0.04% | 187 |
|
|
2022
Q1 | $513K | Buy |
3,012
+449
| +18% | +$76.5K | 0.05% | 170 |
|
|
2021
Q4 | $446K | Sell |
2,563
-374
| -13% | -$65.1K | 0.03% | 189 |
|
|
2021
Q3 | $445K | Buy |
2,937
+381
| +15% | +$57.7K | 0.04% | 164 |
|
|
2021
Q2 | $360K | Sell |
2,556
-147
| -5% | -$20.7K | 0.03% | 175 |
|
|
2021
Q1 | $329K | Sell |
2,703
-123
| -4% | -$15K | 0.03% | 162 |
|
|
2020
Q4 | $331K | Sell |
2,826
-836
| -23% | -$97.9K | 0.03% | 162 |
|
|
2020
Q3 | $420K | Buy |
+3,662
| New | +$420K | 0.05% | 135 |
|
|
2020
Q1 | – | Sell |
-2,729
| Closed | -$304K | – | 254 |
|
|
2019
Q4 | $304K | Buy |
+2,729
| New | +$304K | 0.03% | 210 |
|