OneDigital Investment 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 | $3.72M | Sell |
17,021
-217
| -1% | -$47.4K | 0.04% | 286 |
|
|
2025
Q1 | $4.21M | Sell |
17,238
-2,695
| -14% | -$658K | 0.05% | 262 |
|
|
2024
Q4 | $4.23M | Buy |
19,933
+5,018
| +34% | +$1.07M | 0.05% | 270 |
|
|
2024
Q3 | $3.33M | Sell |
14,915
-1,256
| -8% | -$280K | 0.04% | 318 |
|
|
2024
Q2 | $3.41M | Buy |
16,171
+7,340
| +83% | +$1.55M | 0.04% | 298 |
|
|
2024
Q1 | $1.82M | Buy |
8,831
+184
| +2% | +$37.9K | 0.03% | 357 |
|
|
2023
Q4 | $1.64M | Buy |
8,647
+297
| +4% | +$56.3K | 0.03% | 356 |
|
|
2023
Q3 | $1.59M | Buy |
8,350
+1,489
| +22% | +$283K | 0.03% | 325 |
|
|
2023
Q2 | $1.29M | Sell |
6,861
-2,766
| -29% | -$520K | 0.03% | 359 |
|
|
2023
Q1 | $1.6M | Buy |
9,627
+4,254
| +79% | +$708K | 0.04% | 309 |
|
|
2022
Q4 | $889K | Sell |
5,373
-39
| -0.7% | -$6.45K | 0.03% | 378 |
|
|
2022
Q3 | $808K | Sell |
5,412
-948
| -15% | -$142K | 0.03% | 345 |
|
|
2022
Q2 | $987K | Buy |
6,360
+322
| +5% | +$50K | 0.04% | 262 |
|
|
2022
Q1 | $1.03M | Buy |
6,038
+3,304
| +121% | +$563K | 0.04% | 268 |
|
|
2021
Q4 | $475K | Sell |
2,734
-1,526
| -36% | -$265K | 0.02% | 447 |
|
|
2021
Q3 | $645K | Buy |
4,260
+77
| +2% | +$11.7K | 0.03% | 355 |
|
|
2021
Q2 | $589K | Buy |
4,183
+851
| +26% | +$120K | 0.02% | 364 |
|
|
2021
Q1 | $406K | Buy |
3,332
+331
| +11% | +$40.3K | 0.02% | 422 |
|
|
2020
Q4 | $351K | Buy |
3,001
+212
| +8% | +$24.8K | 0.02% | 435 |
|
|
2020
Q3 | $320K | Buy |
+2,789
| New | +$320K | 0.02% | 408 |
|
|
2019
Q3 | – | Sell |
-1,148
| Closed | -$115K | – | 888 |
|
|
2019
Q2 | $115K | Sell |
1,148
-54
| -4% | -$5.41K | 0.01% | 448 |
|
|
2019
Q1 | $113K | Hold |
1,202
| – | – | 0.02% | 355 |
|
|
2018
Q4 | $96K | Hold |
1,202
| – | – | 0.02% | 343 |
|
|
2018
Q3 | $99K | Hold |
1,202
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $99K | Hold |
1,202
| – | – | 0.02% | 340 |
|
|
2018
Q1 | $99K | Hold |
1,202
| – | – | 0.02% | 345 |
|
|
2017
Q4 | $98K | Buy |
+1,202
| New | +$98K | 0.01% | 342 |
|