Ritholtz Wealth Management’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 | $2.33M | Buy |
10,634
+329
| +3% | +$71.9K | 0.05% | 254 |
|
|
2025
Q1 | $2.51M | Buy |
10,305
+1,141
| +12% | +$278K | 0.08% | 197 |
|
|
2024
Q4 | $1.95M | Sell |
9,164
-90
| -1% | -$19.1K | 0.06% | 237 |
|
|
2024
Q3 | $2.06M | Buy |
9,254
+301
| +3% | +$67.1K | 0.06% | 225 |
|
|
2024
Q2 | $1.89M | Buy |
8,953
+51
| +0.6% | +$10.7K | 0.06% | 212 |
|
|
2024
Q1 | $1.83M | Buy |
8,902
+588
| +7% | +$121K | 0.06% | 214 |
|
|
2023
Q4 | $1.58M | Sell |
8,314
-2,949
| -26% | -$559K | 0.06% | 212 |
|
|
2023
Q3 | $2.14M | Buy |
11,263
+4,337
| +63% | +$825K | 0.1% | 129 |
|
|
2023
Q2 | $1.3M | Buy |
6,926
+519
| +8% | +$97.6K | 0.06% | 213 |
|
|
2023
Q1 | $1.07M | Sell |
6,407
-14,978
| -70% | -$2.49M | 0.05% | 248 |
|
|
2022
Q4 | $3.54M | Buy |
21,385
+2,831
| +15% | +$468K | 0.2% | 75 |
|
|
2022
Q3 | $2.77M | Buy |
18,554
+14,857
| +402% | +$2.22M | 0.15% | 91 |
|
|
2022
Q2 | $574K | Buy |
3,697
+1,435
| +63% | +$223K | 0.04% | 286 |
|
|
2022
Q1 | $385K | Buy |
2,262
+840
| +59% | +$143K | 0.03% | 364 |
|
|
2021
Q4 | $247K | Buy |
+1,422
| New | +$247K | 0.02% | 450 |
|