Plante Moran Financial Advisors’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 | $56.4K | Buy |
258
+7
| +3% | +$1.53K | ﹤0.01% | 315 |
|
|
2025
Q1 | $61.3K | Sell |
251
-1,360
| -84% | -$332K | 0.01% | 306 |
|
|
2024
Q4 | $342K | Hold |
1,611
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $359K | Hold |
1,611
| – | – | 0.03% | 114 |
|
|
2024
Q2 | $339K | Sell |
1,611
-10
| -0.6% | -$2.11K | 0.03% | 111 |
|
|
2024
Q1 | $334K | Sell |
1,621
-8
| -0.5% | -$1.65K | 0.04% | 111 |
|
|
2023
Q4 | $309K | Buy |
1,629
+18
| +1% | +$3.41K | 0.03% | 122 |
|
|
2023
Q3 | $307K | Sell |
1,611
-53
| -3% | -$10.1K | 0.04% | 108 |
|
|
2023
Q2 | $313K | Sell |
1,664
-67
| -4% | -$12.6K | 0.04% | 111 |
|
|
2023
Q1 | $288K | Buy |
1,731
+2
| +0.1% | +$333 | 0.04% | 116 |
|
|
2022
Q4 | $286K | Sell |
1,729
-61
| -3% | -$10.1K | 0.04% | 121 |
|
|
2022
Q3 | $267K | Buy |
1,790
+784
| +78% | +$117K | 0.05% | 121 |
|
|
2022
Q2 | $156K | Buy |
1,006
+6
| +0.6% | +$930 | 0.03% | 171 |
|
|
2022
Q1 | $171K | Sell |
1,000
-145
| -13% | -$24.8K | 0.03% | 174 |
|
|
2021
Q4 | $199K | Buy |
1,145
+169
| +17% | +$29.4K | 0.03% | 183 |
|
|
2021
Q3 | $148K | Buy |
976
+2
| +0.2% | +$303 | 0.03% | 219 |
|
|
2021
Q2 | $137K | Buy |
974
+1
| +0.1% | +$141 | 0.03% | 215 |
|
|
2021
Q1 | $119K | Sell |
973
-18
| -2% | -$2.2K | 0.03% | 226 |
|
|
2020
Q4 | $116K | Buy |
991
+23
| +2% | +$2.69K | 0.04% | 234 |
|
|
2020
Q3 | $111K | Buy |
968
+3
| +0.3% | +$344 | 0.04% | 228 |
|
|
2020
Q2 | $104K | Buy |
965
+695
| +257% | +$74.9K | 0.04% | 203 |
|
|
2020
Q1 | $23K | Sell |
270
-343
| -56% | -$29.2K | 0.01% | 364 |
|
|
2019
Q4 | $68K | Hold |
613
| – | – | 0.02% | 275 |
|
|
2019
Q3 | $61K | Buy |
613
+9
| +1% | +$896 | 0.02% | 311 |
|
|
2019
Q2 | $60K | Buy |
604
+353
| +141% | +$35.1K | 0.02% | 302 |
|
|
2019
Q1 | $24K | Sell |
251
-82
| -25% | -$7.84K | 0.01% | 450 |
|
|
2018
Q4 | $27K | Buy |
333
+37
| +13% | +$3K | 0.01% | 394 |
|
|
2018
Q3 | $24K | Sell |
296
-2,361
| -89% | -$191K | 0.01% | 415 |
|
|
2018
Q2 | $218K | Buy |
2,657
+2,257
| +564% | +$185K | 0.11% | 150 |
|
|
2018
Q1 | $33K | Sell |
400
-371
| -48% | -$30.6K | 0.02% | 420 |
|
|
2017
Q4 | $63K | Buy |
771
+387
| +101% | +$31.6K | 0.03% | 299 |
|
|
2017
Q3 | $32K | Buy |
384
+4
| +1% | +$333 | 0.02% | 396 |
|
|
2017
Q2 | $30K | Sell |
380
-6
| -2% | -$474 | 0.02% | 407 |
|
|
2017
Q1 | $29K | Sell |
386
-10
| -3% | -$751 | 0.02% | 409 |
|
|
2016
Q4 | $27K | Buy |
396
+76
| +24% | +$5.18K | 0.02% | 431 |
|
|
2016
Q3 | $22K | Buy |
320
+69
| +27% | +$4.74K | 0.01% | 474 |
|
|
2016
Q2 | $17K | Buy |
+251
| New | +$17K | 0.01% | 454 |
|
|
2015
Q4 | – | Sell |
-202
| Closed | -$11K | – | 974 |
|
|
2015
Q3 | $11K | Sell |
202
-225
| -53% | -$12.3K | 0.01% | 470 |
|
|
2015
Q2 | $24K | Buy |
427
+305
| +250% | +$17.1K | 0.02% | 403 |
|
|
2015
Q1 | $7K | Buy |
122
+94
| +336% | +$5.39K | ﹤0.01% | 571 |
|
|
2014
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 759 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 771 |
|
|
2014
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 798 |
|