Northwestern Mutual Wealth 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 | $8.38M | Buy |
38,316
+6,702
| +21% | +$1.47M | 0.01% | 546 |
|
|
2025
Q1 | $7.71M | Sell |
31,614
-415
| -1% | -$101K | 0.01% | 540 |
|
|
2024
Q4 | $6.8M | Sell |
32,029
-703
| -2% | -$149K | 0.01% | 537 |
|
|
2024
Q3 | $7.3M | Buy |
32,732
+2,249
| +7% | +$502K | 0.01% | 523 |
|
|
2024
Q2 | $6.42M | Sell |
30,483
-404
| -1% | -$85.1K | 0.01% | 528 |
|
|
2024
Q1 | $6.36M | Buy |
30,887
+527
| +2% | +$109K | 0.01% | 511 |
|
|
2023
Q4 | $5.75M | Sell |
30,360
-3,055
| -9% | -$579K | 0.01% | 503 |
|
|
2023
Q3 | $6.36M | Buy |
33,415
+3,390
| +11% | +$645K | 0.01% | 458 |
|
|
2023
Q2 | $5.65M | Buy |
30,025
+2,274
| +8% | +$428K | 0.01% | 476 |
|
|
2023
Q1 | $4.62M | Sell |
27,751
-598
| -2% | -$99.6K | 0.01% | 501 |
|
|
2022
Q4 | $4.69M | Sell |
28,349
-404
| -1% | -$66.9K | 0.01% | 486 |
|
|
2022
Q3 | $4.29M | Buy |
28,753
+791
| +3% | +$118K | 0.01% | 454 |
|
|
2022
Q2 | $4.34M | Sell |
27,962
-3,153
| -10% | -$489K | 0.01% | 456 |
|
|
2022
Q1 | $5.3M | Buy |
31,115
+4,241
| +16% | +$723K | 0.01% | 421 |
|
|
2021
Q4 | $4.67M | Buy |
26,874
+189
| +0.7% | +$32.9K | 0.01% | 424 |
|
|
2021
Q3 | $4.04M | Buy |
26,685
+722
| +3% | +$109K | 0.01% | 418 |
|
|
2021
Q2 | $3.65M | Buy |
25,963
+1,195
| +5% | +$168K | 0.01% | 428 |
|
|
2021
Q1 | $3.02M | Sell |
24,768
-2,120
| -8% | -$258K | 0.01% | 433 |
|
|
2020
Q4 | $3.15M | Buy |
26,888
+3,000
| +13% | +$351K | 0.01% | 395 |
|
|
2020
Q3 | $2.74M | Sell |
23,888
-1,716
| -7% | -$197K | 0.01% | 376 |
|
|
2020
Q2 | $2.75M | Sell |
25,604
-659
| -3% | -$70.8K | 0.01% | 353 |
|
|
2020
Q1 | $2.27M | Sell |
26,263
-1,850
| -7% | -$160K | 0.01% | 342 |
|
|
2019
Q4 | $3.13M | Buy |
28,113
+807
| +3% | +$89.9K | 0.01% | 323 |
|
|
2019
Q3 | $2.73M | Sell |
27,306
-1,626
| -6% | -$163K | 0.01% | 331 |
|
|
2019
Q2 | $2.89M | Buy |
28,932
+8,219
| +40% | +$820K | 0.01% | 324 |
|
|
2019
Q1 | $1.95M | Buy |
20,713
+3,287
| +19% | +$309K | 0.01% | 370 |
|
|
2018
Q4 | $1.39M | Buy |
17,426
+620
| +4% | +$49.4K | 0.01% | 388 |
|
|
2018
Q3 | $1.39M | Sell |
16,806
-289
| -2% | -$23.9K | 0.01% | 374 |
|
|
2018
Q2 | $1.4M | Sell |
17,095
-184
| -1% | -$15.1K | 0.01% | 360 |
|
|
2018
Q1 | $1.43M | Buy |
17,279
+1,730
| +11% | +$143K | 0.01% | 340 |
|
|
2017
Q4 | $1.27M | Buy |
15,549
+16
| +0.1% | +$1.3K | 0.01% | 338 |
|
|
2017
Q3 | $1.3M | Buy |
15,533
+1,288
| +9% | +$108K | 0.01% | 311 |
|
|
2017
Q2 | $1.11M | Buy |
14,245
+2,532
| +22% | +$197K | 0.01% | 332 |
|
|
2017
Q1 | $865K | Buy |
11,713
+2,236
| +24% | +$165K | 0.01% | 356 |
|
|
2016
Q4 | $641K | Buy |
+9,477
| New | +$641K | 0.01% | 405 |
|
|
2016
Q3 | – | Sell |
-7,353
| Closed | -$503K | – | 998 |
|
|
2016
Q2 | $503K | Buy |
7,353
+394
| +6% | +$27K | 0.01% | 402 |
|
|
2016
Q1 | $423K | Buy |
6,959
+767
| +12% | +$46.6K | 0.01% | 425 |
|
|
2015
Q4 | $343K | Buy |
6,192
+3,741
| +153% | +$207K | 0.01% | 425 |
|
|
2015
Q3 | $128K | Sell |
2,451
-180
| -7% | -$9.4K | ﹤0.01% | 546 |
|
|
2015
Q2 | $149K | Buy |
2,631
+604
| +30% | +$34.2K | ﹤0.01% | 484 |
|
|
2015
Q1 | $114K | Buy |
2,027
+722
| +55% | +$40.6K | ﹤0.01% | 521 |
|
|
2014
Q4 | $74K | Buy |
1,305
+473
| +57% | +$26.8K | ﹤0.01% | 577 |
|
|
2014
Q3 | $43K | Sell |
832
-311
| -27% | -$16.1K | ﹤0.01% | 649 |
|
|
2014
Q2 | $59K | Sell |
1,143
-2,183
| -66% | -$113K | ﹤0.01% | 575 |
|
|
2014
Q1 | $164K | Buy |
+3,326
| New | +$164K | 0.01% | 407 |
|
|
2013
Q4 | – | Sell |
-3,218
| Closed | -$140K | – | 1495 |
|
|
2013
Q3 | $140K | Buy |
3,218
+44
| +1% | +$1.91K | 0.01% | 414 |
|
|
2013
Q2 | $127K | Buy |
+3,174
| New | +$127K | 0.01% | 405 |
|