Obermeyer Wealth 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 | $232K | Buy |
1,059
+35
| +3% | +$7.65K | 0.01% | 254 |
|
|
2025
Q1 | $250K | Sell |
1,024
-22
| -2% | -$5.37K | 0.01% | 222 |
|
|
2024
Q4 | $222K | Buy |
1,046
+22
| +2% | +$4.67K | 0.01% | 236 |
|
|
2024
Q3 | $228K | Hold |
1,024
| – | – | 0.01% | 235 |
|
|
2024
Q2 | $216K | Hold |
1,024
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $211K | Buy |
+1,024
| New | +$211K | 0.01% | 238 |
|
|
2023
Q3 | – | Sell |
-1,290
| Closed | -$243K | – | 226 |
|
|
2023
Q2 | $243K | Hold |
1,290
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $215K | Hold |
1,290
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $213K | Buy |
+1,290
| New | +$213K | 0.02% | 207 |
|
|
2022
Q3 | – | Sell |
-1,290
| Closed | -$200K | – | 227 |
|
|
2022
Q2 | $200K | Buy |
1,290
+40
| +3% | +$6.2K | 0.01% | 197 |
|
|
2022
Q1 | $213K | Hold |
1,250
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $217K | Buy |
+1,250
| New | +$217K | 0.01% | 217 |
|
|
2018
Q1 | – | Sell |
-3,250
| Closed | -$265K | – | 119 |
|
|
2017
Q4 | $265K | Hold |
3,250
| – | – | 0.02% | 104 |
|
|
2017
Q3 | $272K | Hold |
3,250
| – | – | 0.02% | 100 |
|
|
2017
Q2 | $253K | Sell |
3,250
-400
| -11% | -$31.1K | 0.02% | 107 |
|
|
2017
Q1 | $270K | Sell |
3,650
-17
| -0.5% | -$1.26K | 0.02% | 105 |
|
|
2016
Q4 | $248K | Hold |
3,667
| – | – | 0.02% | 119 |
|
|
2016
Q3 | $247K | Hold |
3,667
| – | – | 0.02% | 112 |
|
|
2016
Q2 | $251K | Sell |
3,667
-2,000
| -35% | -$137K | 0.03% | 111 |
|
|
2016
Q1 | $344K | Hold |
5,667
| – | – | 0.03% | 91 |
|
|
2015
Q4 | $314K | Hold |
5,667
| – | – | 0.03% | 97 |
|
|
2015
Q3 | $296K | Hold |
5,667
| – | – | 0.03% | 98 |
|
|
2015
Q2 | $321K | Hold |
5,667
| – | – | 0.03% | 103 |
|
|
2015
Q1 | $318K | Hold |
5,667
| – | – | 0.03% | 111 |
|
|
2014
Q4 | $324K | Buy |
+5,667
| New | +$324K | 0.03% | 114 |
|