Pinnacle Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06M | Buy |
|
|||||
|
2025
Q2 | $2.16M | Buy |
|
|||||
|
2025
Q1 | $2.38M | Sell |
|
|||||
|
2024
Q4 | $2.12M | Buy |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $1.36M | Sell |
|
|||||
|
2024
Q1 | $1.37M | Sell |
|
|||||
|
2023
Q4 | $1.27M | Buy |
|
|||||
|
2023
Q3 | $1.24M | Sell |
|
|||||
|
2023
Q2 | $1.24M | Buy |
|
|||||
|
2023
Q1 | $1.09M | Buy |
|
|||||
|
2022
Q4 | $1.07M | Sell |
|
|||||
|
2022
Q3 | $984K | Buy |
|
|||||
|
2022
Q2 | $889K | Buy |
|
|||||
|
2022
Q1 | $916K | Hold |
|
|||||
|
2021
Q4 | $934K | Buy |
|
|||||
|
2021
Q3 | $351K | Hold |
|
|||||
|
2021
Q2 | $326K | Sell |
|
|||||
|
2021
Q1 | $287K | Hold |
|
|||||
|
2020
Q4 | $275K | Buy |
|
|||||
|
2020
Q3 | $268K | Buy |
|
|||||
|
2020
Q2 | $250K | Sell |
|
|||||
|
2020
Q1 | $318K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $350K | Buy |
|
|||||
|
2015
Q3 | $323K | Sell |
|
|||||
|
2015
Q2 | $365K | Buy |
|
|||||
|
2015
Q1 | $341K | Hold |
|
|||||
|
2014
Q4 | $347K | Hold |
|
|||||
|
2014
Q3 | $318K | Sell |
|
|||||
|
2014
Q2 | $331K | Sell |
|
|||||
|
2014
Q1 | $379K | Hold |
|
|||||
|
2013
Q4 | $372K | Sell |
|
|||||
|
2013
Q3 | $354K | Buy |
|
|||||
|
2013
Q2 | $258K | Buy |
|