Perigon Wealth 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 | $3.35M | Buy |
15,337
+4,529
| +42% | +$990K | 0.08% | 248 |
|
|
2025
Q1 | $2.64M | Buy |
10,808
+210
| +2% | +$51.2K | 0.07% | 266 |
|
|
2024
Q4 | $2.29M | Buy |
10,598
+1,182
| +13% | +$256K | 0.06% | 286 |
|
|
2024
Q3 | $2.1M | Buy |
9,416
+3,815
| +68% | +$851K | 0.06% | 277 |
|
|
2024
Q2 | $1.18M | Sell |
5,601
-52
| -0.9% | -$11K | 0.03% | 335 |
|
|
2024
Q1 | $1.16M | Buy |
5,653
+343
| +6% | +$70.6K | 0.04% | 339 |
|
|
2023
Q4 | $1.01M | Buy |
5,310
+276
| +5% | +$52.3K | 0.03% | 339 |
|
|
2023
Q3 | $958K | Sell |
5,034
-213
| -4% | -$40.5K | 0.04% | 317 |
|
|
2023
Q2 | $987K | Buy |
5,247
+299
| +6% | +$56.2K | 0.04% | 322 |
|
|
2023
Q1 | $824K | Buy |
4,948
+56
| +1% | +$9.33K | 0.05% | 309 |
|
|
2022
Q4 | $810K | Buy |
4,892
+1,892
| +63% | +$313K | 0.05% | 306 |
|
|
2022
Q3 | $448K | Buy |
3,000
+426
| +17% | +$63.6K | 0.04% | 352 |
|
|
2022
Q2 | $400K | Buy |
2,574
+377
| +17% | +$58.6K | 0.03% | 366 |
|
|
2022
Q1 | $374K | Buy |
2,197
+49
| +2% | +$8.34K | 0.03% | 421 |
|
|
2021
Q4 | $373K | Buy |
2,148
+731
| +52% | +$127K | 0.03% | 406 |
|
|
2021
Q3 | $215K | Buy |
+1,417
| New | +$215K | 0.02% | 494 |
|
|
2021
Q1 | – | Sell |
-1,613
| Closed | -$189K | – | 814 |
|
|
2020
Q4 | $189K | Buy |
+1,613
| New | +$189K | 0.02% | 406 |
|
|
2017
Q4 | – | Sell |
-776
| Closed | -$65K | – | 649 |
|
|
2017
Q3 | $65K | Hold |
776
| – | – | 0.02% | 307 |
|
|
2017
Q2 | $60K | Hold |
776
| – | – | 0.01% | 363 |
|
|
2017
Q1 | $57K | Buy |
+776
| New | +$57K | 0.01% | 380 |
|
|
2016
Q4 | – | Sell |
-776
| Closed | -$52K | – | 737 |
|
|
2016
Q3 | $52K | Hold |
776
| – | – | 0.01% | 305 |
|
|
2016
Q2 | $53K | Hold |
776
| – | – | 0.01% | 274 |
|
|
2016
Q1 | $47K | Buy |
+776
| New | +$47K | 0.01% | 199 |
|