Oakworth Capital’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 | $18.6K | Hold |
85
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $20.7K | Hold |
85
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $18.1K | Hold |
85
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $19K | Hold |
85
| – | – | ﹤0.01% | 457 |
|
|
2024
Q2 | $17.9K | Hold |
85
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $17.5K | Hold |
85
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $16.1K | Hold |
85
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $16.2K | Hold |
85
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $16K | Hold |
85
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $14.2K | Hold |
85
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $14.1K | Hold |
85
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $13K | Hold |
85
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $13K | Hold |
85
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $14K | Hold |
85
| – | – | ﹤0.01% | 422 |
|
|
2021
Q4 | $15K | Sell |
85
-33
| -28% | -$5.82K | ﹤0.01% | 449 |
|
|
2021
Q3 | $18K | Hold |
118
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $17K | Sell |
118
-22
| -16% | -$3.17K | ﹤0.01% | 424 |
|
|
2021
Q1 | $17K | Hold |
140
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $16K | Hold |
140
| – | – | ﹤0.01% | 383 |
|
|
2020
Q3 | $16K | Buy |
140
+85
| +155% | +$9.71K | ﹤0.01% | 389 |
|
|
2020
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 455 |
|
|
2020
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 432 |
|
|
2019
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 467 |
|
|
2019
Q3 | $6K | Sell |
55
-610
| -92% | -$66.5K | ﹤0.01% | 473 |
|
|
2019
Q2 | $66K | Buy |
665
+277
| +71% | +$27.5K | 0.01% | 290 |
|
|
2019
Q1 | $36K | Hold |
388
| – | – | 0.01% | 336 |
|
|
2018
Q4 | $31K | Hold |
388
| – | – | 0.01% | 341 |
|
|
2018
Q3 | $32K | Hold |
388
| – | – | 0.01% | 343 |
|
|
2018
Q2 | $32K | Buy |
388
+333
| +605% | +$27.5K | 0.01% | 344 |
|
|
2018
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 526 |
|
|
2017
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 516 |
|
|
2017
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 550 |
|
|
2017
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $4K | Sell |
55
-80
| -59% | -$5.82K | ﹤0.01% | 543 |
|
|
2016
Q4 | $9K | Hold |
135
| – | – | ﹤0.01% | 469 |
|
|
2016
Q3 | $9K | Hold |
135
| – | – | ﹤0.01% | 455 |
|
|
2016
Q2 | $9K | Hold |
135
| – | – | ﹤0.01% | 435 |
|
|
2016
Q1 | $8K | Hold |
135
| – | – | ﹤0.01% | 404 |
|
|
2015
Q4 | $7K | Hold |
135
| – | – | ﹤0.01% | 388 |
|
|
2015
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 319 |
|
|
2015
Q2 | $8K | Hold |
135
| – | – | ﹤0.01% | 321 |
|
|
2015
Q1 | $8K | Hold |
135
| – | – | ﹤0.01% | 335 |
|
|
2014
Q4 | $8K | Hold |
135
| – | – | ﹤0.01% | 332 |
|
|
2014
Q3 | $7K | Hold |
135
| – | – | ﹤0.01% | 310 |
|
|
2014
Q2 | $7K | Hold |
135
| – | – | ﹤0.01% | 313 |
|
|
2014
Q1 | $7K | Hold |
135
| – | – | ﹤0.01% | 307 |
|
|
2013
Q4 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 287 |
|