Raymond James & Associates’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $208M | Buy |
933,159
+7,748
| +0.8% | +$1.73M | 0.13% | 143 |
|
|
2024
Q2 | $195M | Buy |
925,411
+23,133
| +3% | +$4.87M | 0.13% | 139 |
|
|
2024
Q1 | $186M | Buy |
902,278
+24,662
| +3% | +$5.08M | 0.13% | 145 |
|
|
2023
Q4 | $166M | Sell |
877,616
-40,180
| -4% | -$7.61M | 0.12% | 147 |
|
|
2023
Q3 | $175M | Buy |
917,796
+7,454
| +0.8% | +$1.42M | 0.15% | 124 |
|
|
2023
Q2 | $171M | Buy |
910,342
+10,633
| +1% | +$2M | 0.14% | 131 |
|
|
2023
Q1 | $150M | Buy |
899,709
+41,767
| +5% | +$6.96M | 0.13% | 149 |
|
|
2022
Q4 | $142M | Buy |
857,942
+130,036
| +18% | +$21.5M | 0.13% | 148 |
|
|
2022
Q3 | $109M | Buy |
727,906
+4,438
| +0.6% | +$663K | 0.11% | 171 |
|
|
2022
Q2 | $112M | Buy |
723,468
+239,074
| +49% | +$37.1M | 0.11% | 174 |
|
|
2022
Q1 | $82.6M | Buy |
484,394
+51,698
| +12% | +$8.81M | 0.07% | 242 |
|
|
2021
Q4 | $75.2M | Buy |
432,696
+24,355
| +6% | +$4.23M | 0.06% | 270 |
|
|
2021
Q3 | $61.8M | Buy |
408,341
+10,390
| +3% | +$1.57M | 0.06% | 296 |
|
|
2021
Q2 | $56M | Buy |
397,951
+41,409
| +12% | +$5.83M | 0.05% | 316 |
|
|
2021
Q1 | $43.4M | Buy |
356,542
+32,891
| +10% | +$4.01M | 0.04% | 360 |
|
|
2020
Q4 | $37.9M | Sell |
323,651
-7,280
| -2% | -$852K | 0.04% | 380 |
|
|
2020
Q3 | $38M | Buy |
330,931
+3,778
| +1% | +$433K | 0.05% | 325 |
|
|
2020
Q2 | $35.1M | Buy |
327,153
+15,437
| +5% | +$1.66M | 0.05% | 330 |
|
|
2020
Q1 | $27M | Buy |
311,716
+36,643
| +13% | +$3.17M | 0.04% | 356 |
|
|
2019
Q4 | $30.6M | Buy |
275,073
+10,567
| +4% | +$1.18M | 0.04% | 406 |
|
|
2019
Q3 | $26.5M | Sell |
264,506
-5,314
| -2% | -$532K | 0.04% | 437 |
|
|
2019
Q2 | $26.9M | Buy |
269,820
+14,803
| +6% | +$1.48M | 0.04% | 441 |
|
|
2019
Q1 | $23.9M | Sell |
255,017
-22,144
| -8% | -$2.08M | 0.04% | 461 |
|
|
2018
Q4 | $22.1M | Sell |
277,161
-2,602
| -0.9% | -$208K | 0.04% | 437 |
|
|
2018
Q3 | $23.1M | Buy |
279,763
+18,932
| +7% | +$1.57M | 0.04% | 479 |
|
|
2018
Q2 | $21.4M | Buy |
260,831
+18,566
| +8% | +$1.52M | 0.04% | 477 |
|
|
2018
Q1 | $20M | Sell |
242,265
-29,268
| -11% | -$2.42M | 0.04% | 474 |
|
|
2017
Q4 | $22.1M | Buy |
271,533
+14,336
| +6% | +$1.17M | 0.04% | 429 |
|
|
2017
Q3 | $21.6M | Buy |
257,197
+1,175
| +0.5% | +$98.5K | 0.04% | 423 |
|
|
2017
Q2 | $20M | Sell |
256,022
-15,145
| -6% | -$1.18M | 0.04% | 436 |
|
|
2017
Q1 | $20M | Buy |
271,167
+22,458
| +9% | +$1.66M | 0.05% | 396 |
|
|
2016
Q4 | $16.8M | Buy |
248,709
+5,827
| +2% | +$394K | 0.04% | 434 |
|
|
2016
Q3 | $16.3M | Buy |
242,882
+37,473
| +18% | +$2.52M | 0.04% | 414 |
|
|
2016
Q2 | $14.1M | Buy |
205,409
+12,911
| +7% | +$884K | 0.04% | 424 |
|
|
2016
Q1 | $11.7M | Sell |
192,498
-37,609
| -16% | -$2.29M | 0.04% | 466 |
|
|
2015
Q4 | $12.8M | Buy |
230,107
+7,001
| +3% | +$388K | 0.05% | 437 |
|
|
2015
Q3 | $11.7M | Sell |
223,106
-27,211
| -11% | -$1.42M | 0.05% | 428 |
|
|
2015
Q2 | $14.2M | Buy |
250,317
+3,683
| +1% | +$209K | 0.05% | 400 |
|
|
2015
Q1 | $13.8M | Sell |
246,634
-29,180
| -11% | -$1.64M | 0.06% | 343 |
|
|
2014
Q4 | $15.8M | Buy |
275,814
+12,616
| +5% | +$722K | 0.08% | 283 |
|
|
2014
Q3 | $13.8M | Buy |
263,198
+14,945
| +6% | +$782K | 0.08% | 272 |
|
|
2014
Q2 | $12.9M | Buy |
248,253
+14,367
| +6% | +$744K | 0.08% | 274 |
|
|
2014
Q1 | $11.5M | Buy |
233,886
+10,341
| +5% | +$510K | 0.08% | 284 |
|
|
2013
Q4 | $10.8M | Buy |
223,545
+3,378
| +2% | +$163K | 0.08% | 275 |
|
|
2013
Q3 | $9.59M | Buy |
220,167
+44,957
| +26% | +$1.96M | 0.08% | 272 |
|
|
2013
Q2 | $7M | Buy |
+175,210
| New | +$7M | 0.07% | 334 |
|