Orion Portfolio Solutions’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.4M | Buy |
55,104
+2,060
| +4% | +$503K | 0.13% | 138 |
|
|
2024
Q4 | $11.3M | Sell |
53,044
-209
| -0.4% | -$44.4K | 0.11% | 167 |
|
|
2024
Q3 | $11.9M | Sell |
53,253
-2,693
| -5% | -$601K | 0.12% | 166 |
|
|
2024
Q2 | $11.8M | Sell |
55,946
-1,071
| -2% | -$226K | 0.12% | 155 |
|
|
2024
Q1 | $11.7M | Sell |
57,017
-1,853
| -3% | -$382K | 0.13% | 165 |
|
|
2023
Q4 | $11.3M | Sell |
58,870
-1,355
| -2% | -$260K | 0.13% | 160 |
|
|
2023
Q3 | $11.5M | Sell |
60,225
-4,697
| -7% | -$894K | 0.14% | 150 |
|
|
2023
Q2 | $12.2M | Buy |
64,922
+1,833
| +3% | +$345K | 0.13% | 152 |
|
|
2023
Q1 | $3.47M | Buy |
63,089
+51,799
| +459% | +$2.85M | 0.04% | 371 |
|
|
2022
Q4 | $1.87M | Buy |
11,290
+1,682
| +18% | +$278K | 0.07% | 203 |
|
|
2022
Q3 | $1.43M | Buy |
9,608
+2,504
| +35% | +$374K | 0.06% | 200 |
|
|
2022
Q2 | $1.1M | Buy |
7,104
+1,599
| +29% | +$248K | 0.04% | 237 |
|
|
2022
Q1 | $938K | Sell |
5,505
-172
| -3% | -$29.3K | 0.03% | 273 |
|
|
2021
Q4 | $987K | Buy |
5,677
+691
| +14% | +$120K | 0.03% | 272 |
|
|
2021
Q3 | $755K | Buy |
4,986
+333
| +7% | +$50.4K | 0.03% | 306 |
|
|
2021
Q2 | $655K | Buy |
4,653
+138
| +3% | +$19.4K | 0.03% | 308 |
|
|
2021
Q1 | $550K | Buy |
4,515
+479
| +12% | +$58.4K | 0.02% | 302 |
|
|
2020
Q4 | $472K | Buy |
4,036
+321
| +9% | +$37.5K | 0.02% | 304 |
|
|
2020
Q3 | $426K | Buy |
3,715
+1,861
| +100% | +$213K | 0.02% | 294 |
|
|
2020
Q2 | $199K | Buy |
1,854
+483
| +35% | +$51.8K | 0.01% | 406 |
|
|
2020
Q1 | $119K | Buy |
1,371
+318
| +30% | +$27.6K | 0.01% | 415 |
|
|
2019
Q4 | $117K | Buy |
+1,053
| New | +$117K | 0.01% | 391 |
|