Pinnacle Associates’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 | $2.16M | Buy |
9,892
+130
| +1% | +$28.4K | 0.03% | 369 |
|
|
2025
Q1 | $2.38M | Sell |
9,762
-198
| -2% | -$48.3K | 0.03% | 347 |
|
|
2024
Q4 | $2.12M | Buy |
9,960
+3,262
| +49% | +$693K | 0.03% | 363 |
|
|
2024
Q3 | $1.27M | Buy |
6,698
+266
| +4% | +$50.4K | 0.02% | 426 |
|
|
2024
Q2 | $1.36M | Sell |
6,432
-225
| -3% | -$47.4K | 0.02% | 417 |
|
|
2024
Q1 | $1.37M | Sell |
6,657
-41
| -0.6% | -$8.45K | 0.02% | 428 |
|
|
2023
Q4 | $1.27M | Buy |
6,698
+161
| +2% | +$30.5K | 0.02% | 433 |
|
|
2023
Q3 | $1.24M | Sell |
6,537
-68
| -1% | -$12.9K | 0.02% | 423 |
|
|
2023
Q2 | $1.24M | Buy |
6,605
+49
| +0.7% | +$9.22K | 0.02% | 436 |
|
|
2023
Q1 | $1.09M | Buy |
6,556
+65
| +1% | +$10.8K | 0.02% | 395 |
|
|
2022
Q4 | $1.07M | Sell |
6,491
-101
| -2% | -$16.7K | 0.02% | 391 |
|
|
2022
Q3 | $984K | Buy |
6,592
+869
| +15% | +$130K | 0.02% | 398 |
|
|
2022
Q2 | $889K | Buy |
5,723
+349
| +6% | +$54.2K | 0.02% | 427 |
|
|
2022
Q1 | $916K | Hold |
5,374
| – | – | 0.02% | 459 |
|
|
2021
Q4 | $934K | Buy |
5,374
+3,057
| +132% | +$531K | 0.02% | 466 |
|
|
2021
Q3 | $351K | Hold |
2,317
| – | – | 0.01% | 608 |
|
|
2021
Q2 | $326K | Sell |
2,317
-37
| -2% | -$5.21K | 0.01% | 629 |
|
|
2021
Q1 | $287K | Hold |
2,354
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $275K | Buy |
2,354
+15
| +0.6% | +$1.75K | 0.01% | 609 |
|
|
2020
Q3 | $268K | Buy |
2,339
+15
| +0.6% | +$1.72K | 0.01% | 584 |
|
|
2020
Q2 | $250K | Sell |
2,324
-1,350
| -37% | -$145K | 0.01% | 591 |
|
|
2020
Q1 | $318K | Buy |
+3,674
| New | +$318K | 0.01% | 542 |
|
|
2016
Q1 | – | Sell |
-6,311
| Closed | -$350K | – | 639 |
|
|
2015
Q4 | $350K | Buy |
6,311
+131
| +2% | +$7.27K | 0.01% | 511 |
|
|
2015
Q3 | $323K | Sell |
6,180
-251
| -4% | -$13.1K | 0.01% | 516 |
|
|
2015
Q2 | $365K | Buy |
6,431
+360
| +6% | +$20.4K | 0.01% | 512 |
|
|
2015
Q1 | $341K | Hold |
6,071
| – | – | 0.01% | 528 |
|
|
2014
Q4 | $347K | Hold |
6,071
| – | – | 0.01% | 505 |
|
|
2014
Q3 | $318K | Sell |
6,071
-319
| -5% | -$16.7K | 0.01% | 523 |
|
|
2014
Q2 | $331K | Sell |
6,390
-1,300
| -17% | -$67.3K | 0.01% | 512 |
|
|
2014
Q1 | $379K | Hold |
7,690
| – | – | 0.01% | 476 |
|
|
2013
Q4 | $372K | Sell |
7,690
-446
| -5% | -$21.6K | 0.01% | 485 |
|
|
2013
Q3 | $354K | Buy |
8,136
+1,665
| +26% | +$72.4K | 0.01% | 482 |
|
|
2013
Q2 | $258K | Buy |
+6,471
| New | +$258K | 0.01% | 499 |
|