Oppenheimer Asset 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 | $17.3M | Sell |
79,089
-1,578
| -2% | -$345K | 0.2% | 131 |
|
|
2025
Q1 | $19.7M | Buy |
80,667
+10,853
| +16% | +$2.65M | 0.24% | 105 |
|
|
2024
Q4 | $14.8M | Buy |
69,814
+294
| +0.4% | +$62.4K | 0.18% | 135 |
|
|
2024
Q3 | $15.5M | Buy |
69,520
+196
| +0.3% | +$43.7K | 0.19% | 135 |
|
|
2024
Q2 | $14.6M | Buy |
69,324
+20,167
| +41% | +$4.25M | 0.19% | 131 |
|
|
2024
Q1 | $10.1M | Sell |
49,157
-11,569
| -19% | -$2.38M | 0.15% | 167 |
|
|
2023
Q4 | $11.5M | Sell |
60,726
-410
| -0.7% | -$77.7K | 0.16% | 151 |
|
|
2023
Q3 | $11.6M | Buy |
61,136
+1,549
| +3% | +$295K | 0.18% | 138 |
|
|
2023
Q2 | $11.2M | Sell |
59,587
-4,057
| -6% | -$763K | 0.16% | 150 |
|
|
2023
Q1 | $10.6M | Buy |
63,644
+3,968
| +7% | +$661K | 0.16% | 158 |
|
|
2022
Q4 | $9.88M | Buy |
59,676
+6,064
| +11% | +$1M | 0.16% | 168 |
|
|
2022
Q3 | $8M | Buy |
53,612
+4,336
| +9% | +$647K | 0.14% | 178 |
|
|
2022
Q2 | $7.65M | Sell |
49,276
-2,897
| -6% | -$450K | 0.13% | 193 |
|
|
2022
Q1 | $8.89M | Buy |
52,173
+3,310
| +7% | +$564K | 0.13% | 198 |
|
|
2021
Q4 | $8.49M | Buy |
48,863
+2,707
| +6% | +$471K | 0.11% | 218 |
|
|
2021
Q3 | $6.99M | Sell |
46,156
-1,842
| -4% | -$279K | 0.1% | 238 |
|
|
2021
Q2 | $6.75M | Buy |
47,998
+1,355
| +3% | +$191K | 0.1% | 248 |
|
|
2021
Q1 | $5.68M | Buy |
46,643
+1,870
| +4% | +$228K | 0.09% | 270 |
|
|
2020
Q4 | $5.24M | Buy |
44,773
+675
| +2% | +$79K | 0.09% | 267 |
|
|
2020
Q3 | $5.06M | Buy |
44,098
+2,200
| +5% | +$252K | 0.1% | 239 |
|
|
2020
Q2 | $4.5M | Buy |
41,898
+19,038
| +83% | +$2.04M | 0.09% | 247 |
|
|
2020
Q1 | $1.98M | Buy |
22,860
+2,645
| +13% | +$229K | 0.05% | 355 |
|
|
2019
Q4 | $2.25M | Buy |
20,215
+1,151
| +6% | +$128K | 0.05% | 390 |
|
|
2019
Q3 | $1.91M | Buy |
19,064
+373
| +2% | +$37.3K | 0.04% | 420 |
|
|
2019
Q2 | $1.87M | Buy |
18,691
+236
| +1% | +$23.5K | 0.04% | 425 |
|
|
2019
Q1 | $1.73M | Sell |
18,455
-564
| -3% | -$53K | 0.04% | 440 |
|
|
2018
Q4 | $1.52M | Sell |
19,019
-514
| -3% | -$41K | 0.04% | 434 |
|
|
2018
Q3 | $1.62M | Sell |
19,533
-1,526
| -7% | -$126K | 0.04% | 480 |
|
|
2018
Q2 | $1.73M | Buy |
21,059
+4,316
| +26% | +$354K | 0.04% | 433 |
|
|
2018
Q1 | $1.38M | Sell |
16,743
-5,454
| -25% | -$451K | 0.03% | 496 |
|
|
2017
Q4 | $1.86M | Hold |
22,197
| – | – | 0.05% | 391 |
|
|
2017
Q3 | $1.86M | Buy |
22,197
+5,546
| +33% | +$465K | 0.05% | 393 |
|
|
2017
Q2 | $1.3M | Sell |
16,651
-4,364
| -21% | -$340K | 0.04% | 504 |
|
|
2017
Q1 | $1.55M | Buy |
+21,015
| New | +$1.55M | 0.04% | 421 |
|