Private Advisor Group’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 | $2.71M | Sell |
12,385
-423
| -3% | -$92.5K | 0.01% | 833 |
|
|
2025
Q1 | $3.13M | Buy |
12,808
+146
| +1% | +$35.6K | 0.02% | 708 |
|
|
2024
Q4 | $2.69M | Sell |
12,662
-1,421
| -10% | -$302K | 0.02% | 753 |
|
|
2024
Q3 | $3.14M | Sell |
14,083
-937
| -6% | -$209K | 0.02% | 691 |
|
|
2024
Q2 | $3.17M | Buy |
15,020
+329
| +2% | +$69.3K | 0.02% | 655 |
|
|
2024
Q1 | $3.03M | Buy |
14,691
+126
| +0.9% | +$26K | 0.02% | 639 |
|
|
2023
Q4 | $2.76M | Buy |
14,565
+2,363
| +19% | +$448K | 0.02% | 640 |
|
|
2023
Q3 | $2.32M | Sell |
12,202
-517
| -4% | -$98.4K | 0.02% | 648 |
|
|
2023
Q2 | $2.39M | Sell |
12,719
-491
| -4% | -$92.4K | 0.02% | 648 |
|
|
2023
Q1 | $2.2M | Sell |
13,210
-650
| -5% | -$108K | 0.02% | 640 |
|
|
2022
Q4 | $432K | Sell |
13,860
-888
| -6% | -$27.7K | 0.02% | 617 |
|
|
2022
Q3 | $2.2M | Sell |
14,748
-17,614
| -54% | -$2.63M | 0.03% | 589 |
|
|
2022
Q2 | $5.02M | Sell |
32,362
-1,649
| -5% | -$256K | 0.04% | 405 |
|
|
2022
Q1 | $5.8M | Buy |
34,011
+1,799
| +6% | +$307K | 0.04% | 397 |
|
|
2021
Q4 | $5.6M | Sell |
32,212
-14,934
| -32% | -$2.6M | 0.04% | 416 |
|
|
2021
Q3 | $7.14M | Buy |
47,146
+17,812
| +61% | +$2.7M | 0.05% | 401 |
|
|
2021
Q2 | $4.13M | Buy |
29,334
+925
| +3% | +$130K | 0.04% | 474 |
|
|
2021
Q1 | $3.46M | Sell |
28,409
-2,604
| -8% | -$317K | 0.03% | 493 |
|
|
2020
Q4 | $3.63M | Buy |
31,013
+1,581
| +5% | +$185K | 0.04% | 434 |
|
|
2020
Q3 | $3.28M | Buy |
29,432
+686
| +2% | +$76.4K | 0.04% | 390 |
|
|
2020
Q2 | $3.09M | Buy |
28,746
+3,121
| +12% | +$335K | 0.04% | 396 |
|
|
2020
Q1 | $2.22M | Sell |
25,625
-11,701
| -31% | -$1.01M | 0.04% | 407 |
|
|
2019
Q4 | $4.16M | Sell |
37,326
-7,211
| -16% | -$803K | 0.06% | 311 |
|
|
2019
Q3 | $4.48M | Buy |
44,537
+3,690
| +9% | +$371K | 0.07% | 278 |
|
|
2019
Q2 | $4.08M | Buy |
40,847
+2,443
| +6% | +$244K | 0.07% | 285 |
|
|
2019
Q1 | $3.61M | Buy |
38,404
+13,204
| +52% | +$1.24M | 0.07% | 283 |
|
|
2018
Q4 | $2.01M | Sell |
25,200
-1,737
| -6% | -$139K | 0.05% | 383 |
|
|
2018
Q3 | $2.23M | Buy |
26,937
+6,017
| +29% | +$498K | 0.05% | 399 |
|
|
2018
Q2 | $1.72M | Buy |
20,920
+13,323
| +175% | +$1.1M | 0.03% | 326 |
|
|
2018
Q1 | $628K | Sell |
7,597
-14,006
| -65% | -$1.16M | 0.02% | 578 |
|
|
2017
Q4 | $1.77M | Sell |
21,603
-6,011
| -22% | -$493K | 0.07% | 270 |
|
|
2017
Q3 | $2.3M | Buy |
27,614
+609
| +2% | +$50.8K | 0.06% | 324 |
|
|
2017
Q2 | $2.11M | Sell |
27,005
-2,699
| -9% | -$211K | 0.06% | 326 |
|
|
2017
Q1 | $1.82M | Buy |
29,704
+15,412
| +108% | +$943K | 0.05% | 364 |
|
|
2016
Q4 | $964K | Buy |
14,292
+5,131
| +56% | +$346K | 0.03% | 508 |
|
|
2016
Q3 | $608K | Sell |
9,161
-3,231
| -26% | -$214K | 0.02% | 585 |
|
|
2016
Q2 | $832K | Buy |
12,392
+2,978
| +32% | +$200K | 0.03% | 462 |
|
|
2016
Q1 | $567K | Sell |
9,414
-2,405
| -20% | -$145K | 0.03% | 542 |
|
|
2015
Q4 | $655K | Buy |
11,819
+142
| +1% | +$7.87K | 0.03% | 515 |
|
|
2015
Q3 | $610K | Sell |
11,677
-5,166
| -31% | -$270K | 0.03% | 500 |
|
|
2015
Q2 | $955K | Buy |
16,843
+6,721
| +66% | +$381K | 0.05% | 391 |
|
|
2015
Q1 | $568K | Sell |
10,122
-15,801
| -61% | -$887K | 0.03% | 517 |
|
|
2014
Q4 | $1.48M | Sell |
25,923
-3,989
| -13% | -$228K | 0.1% | 258 |
|
|
2014
Q3 | $1.57M | Sell |
29,912
-2,155
| -7% | -$113K | 0.11% | 215 |
|
|
2014
Q2 | $1.66M | Sell |
32,067
-408
| -1% | -$21.1K | 0.14% | 160 |
|
|
2014
Q1 | $1.6M | Sell |
32,475
-6,915
| -18% | -$341K | 0.17% | 143 |
|
|
2013
Q4 | $1.91M | Buy |
+39,390
| New | +$1.91M | 0.21% | 105 |
|