Oppenheimer & Co’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 | $1.3M | Buy |
5,933
+107
| +2% | +$23.4K | 0.02% | 737 |
|
|
2025
Q1 | $1.42M | Buy |
5,826
+323
| +6% | +$78.8K | 0.02% | 657 |
|
|
2024
Q4 | $1.17M | Sell |
5,503
-23
| -0.4% | -$4.89K | 0.02% | 726 |
|
|
2024
Q3 | $1.23M | Buy |
5,526
+122
| +2% | +$27.2K | 0.02% | 722 |
|
|
2024
Q2 | $1.14M | Buy |
5,404
+1,024
| +23% | +$216K | 0.02% | 722 |
|
|
2024
Q1 | $902K | Sell |
4,380
-53
| -1% | -$10.9K | 0.02% | 776 |
|
|
2023
Q4 | $840K | Sell |
4,433
-238
| -5% | -$45.1K | 0.02% | 769 |
|
|
2023
Q3 | $889K | Sell |
4,671
-56
| -1% | -$10.7K | 0.02% | 711 |
|
|
2023
Q2 | $889K | Buy |
4,727
+10
| +0.2% | +$1.88K | 0.02% | 749 |
|
|
2023
Q1 | $786K | Sell |
4,717
-126
| -3% | -$21K | 0.02% | 778 |
|
|
2022
Q4 | $801K | Buy |
4,843
+80
| +2% | +$13.2K | 0.02% | 761 |
|
|
2022
Q3 | $711K | Hold |
4,763
| – | – | 0.02% | 767 |
|
|
2022
Q2 | $739K | Sell |
4,763
-25
| -0.5% | -$3.88K | 0.02% | 789 |
|
|
2022
Q1 | $816K | Buy |
4,788
+17
| +0.4% | +$2.9K | 0.01% | 822 |
|
|
2021
Q4 | $829K | Buy |
4,771
+109
| +2% | +$18.9K | 0.01% | 855 |
|
|
2021
Q3 | $706K | Hold |
4,662
| – | – | 0.01% | 876 |
|
|
2021
Q2 | $656K | Sell |
4,662
-30
| -0.6% | -$4.22K | 0.01% | 907 |
|
|
2021
Q1 | $571K | Buy |
4,692
+17
| +0.4% | +$2.07K | 0.01% | 911 |
|
|
2020
Q4 | $547K | Buy |
4,675
+46
| +1% | +$5.38K | 0.01% | 855 |
|
|
2020
Q3 | $531K | Buy |
4,629
+130
| +3% | +$14.9K | 0.01% | 786 |
|
|
2020
Q2 | $483K | Sell |
4,499
-795
| -15% | -$85.3K | 0.01% | 818 |
|
|
2020
Q1 | $458K | Sell |
5,294
-661
| -11% | -$57.2K | 0.01% | 765 |
|
|
2019
Q4 | $663K | Sell |
5,955
-252
| -4% | -$28.1K | 0.02% | 745 |
|
|
2019
Q3 | $621K | Sell |
6,207
-3,014
| -33% | -$302K | 0.02% | 723 |
|
|
2019
Q2 | $920K | Buy |
9,221
+3,712
| +67% | +$370K | 0.03% | 621 |
|
|
2019
Q1 | $517K | Buy |
5,509
+317
| +6% | +$29.7K | 0.01% | 808 |
|
|
2018
Q4 | $414K | Sell |
5,192
-5,663
| -52% | -$452K | 0.01% | 807 |
|
|
2018
Q3 | $898K | Sell |
10,855
-113
| -1% | -$9.35K | 0.02% | 632 |
|
|
2018
Q2 | $899K | Sell |
10,968
-307
| -3% | -$25.2K | 0.02% | 635 |
|
|
2018
Q1 | $931K | Sell |
11,275
-4,272
| -27% | -$353K | 0.02% | 635 |
|
|
2017
Q4 | $1.27M | Sell |
15,547
-212
| -1% | -$17.3K | 0.03% | 530 |
|
|
2017
Q3 | $1.32M | Buy |
15,759
+675
| +4% | +$56.6K | 0.04% | 517 |
|
|
2017
Q2 | $1.18M | Buy |
15,084
+8,740
| +138% | +$681K | 0.03% | 538 |
|
|
2017
Q1 | $469K | Buy |
6,344
+854
| +16% | +$63.1K | 0.01% | 824 |
|
|
2016
Q4 | $371K | Sell |
5,490
-415
| -7% | -$28K | 0.01% | 917 |
|
|
2016
Q3 | $397K | Sell |
5,905
-111
| -2% | -$7.46K | 0.01% | 893 |
|
|
2016
Q2 | $411K | Sell |
6,016
-1,713
| -22% | -$117K | 0.01% | 857 |
|
|
2016
Q1 | $470K | Hold |
7,729
| – | – | 0.01% | 778 |
|
|
2015
Q4 | $429K | Sell |
7,729
-1,005
| -12% | -$55.8K | 0.01% | 822 |
|
|
2015
Q3 | $456K | Sell |
8,734
-100
| -1% | -$5.22K | 0.01% | 843 |
|
|
2015
Q2 | $501K | Buy |
8,834
+1,096
| +14% | +$62.2K | 0.01% | 873 |
|
|
2015
Q1 | $434K | Buy |
7,738
+3,762
| +95% | +$211K | 0.01% | 932 |
|
|
2014
Q4 | $228K | Buy |
3,976
+55
| +1% | +$3.15K | 0.01% | 1152 |
|
|
2014
Q3 | $205K | Buy |
+3,921
| New | +$205K | 0.01% | 1239 |
|