Salem Investment Counselors’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 | $16.6K | Buy |
76
+1
| +1% | +$219 | ﹤0.01% | 755 |
|
|
2025
Q1 | $18.3K | Buy |
75
+55
| +275% | +$13.4K | ﹤0.01% | 723 |
|
|
2024
Q4 | $4.25K | Sell |
20
-37
| -65% | -$7.86K | ﹤0.01% | 942 |
|
|
2024
Q3 | $12.7K | Buy |
57
+12
| +27% | +$2.68K | ﹤0.01% | 811 |
|
|
2024
Q2 | $9.48K | Hold |
45
| – | – | ﹤0.01% | 843 |
|
|
2024
Q1 | $9.27K | Buy |
45
+20
| +80% | +$4.12K | ﹤0.01% | 849 |
|
|
2023
Q4 | $4.74K | Sell |
25
-11
| -31% | -$2.08K | ﹤0.01% | 910 |
|
|
2023
Q3 | $6.85K | Hold |
36
| – | – | ﹤0.01% | 854 |
|
|
2023
Q2 | $6.77K | Hold |
36
| – | – | ﹤0.01% | 886 |
|
|
2023
Q1 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 889 |
|
|
2022
Q3 | – | Sell |
-155
| Closed | -$24K | – | 1087 |
|
|
2022
Q2 | $24K | Buy |
+155
| New | +$24K | ﹤0.01% | 635 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$10K | – | 1069 |
|
|
2021
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 832 |
|
|
2021
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 776 |
|
|
2021
Q2 | $8K | Hold |
60
| – | – | ﹤0.01% | 748 |
|
|
2021
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 724 |
|
|
2020
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 679 |
|
|
2020
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 587 |
|
|
2020
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 585 |
|
|
2020
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 575 |
|
|
2019
Q4 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 585 |
|
|
2018
Q1 | – | Sell |
-2,140
| Closed | -$174K | – | 546 |
|
|
2017
Q4 | $174K | Hold |
2,140
| – | – | 0.02% | 199 |
|
|
2017
Q3 | $180K | Sell |
2,140
-172
| -7% | -$14.5K | 0.02% | 194 |
|
|
2017
Q2 | $180K | Buy |
2,312
+172
| +8% | +$13.4K | 0.02% | 206 |
|
|
2017
Q1 | $158K | Hold |
2,140
| – | – | 0.02% | 252 |
|
|
2016
Q4 | $145K | Sell |
2,140
-649
| -23% | -$44K | 0.02% | 257 |
|
|
2016
Q3 | $1.88K | Buy |
+2,789
| New | +$1.88K | 0.02% | 216 |
|