Savant Capital’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 | $2.2M | Sell |
10,054
-6,295
| -39% | -$1.38M | 0.01% | 534 |
|
|
2025
Q1 | $3.99M | Buy |
16,349
+7,298
| +81% | +$1.78M | 0.03% | 330 |
|
|
2024
Q4 | $1.92M | Buy |
9,051
+310
| +4% | +$65.8K | 0.02% | 455 |
|
|
2024
Q3 | $1.95M | Buy |
8,741
+928
| +12% | +$207K | 0.02% | 436 |
|
|
2024
Q2 | $1.65M | Sell |
7,813
-835
| -10% | -$176K | 0.02% | 436 |
|
|
2024
Q1 | $1.78M | Sell |
8,648
-1,151
| -12% | -$237K | 0.02% | 389 |
|
|
2023
Q4 | $1.86M | Buy |
9,799
+869
| +10% | +$165K | 0.02% | 303 |
|
|
2023
Q3 | $1.7M | Buy |
8,930
+124
| +1% | +$23.6K | 0.03% | 292 |
|
|
2023
Q2 | $1.66M | Buy |
8,806
+5,380
| +157% | +$1.01M | 0.03% | 293 |
|
|
2023
Q1 | $571K | Buy |
3,426
+34
| +1% | +$5.66K | 0.01% | 430 |
|
|
2022
Q4 | $561K | Sell |
3,392
-51
| -1% | -$8.44K | 0.01% | 344 |
|
|
2022
Q3 | $514K | Buy |
3,443
+22
| +0.6% | +$3.28K | 0.02% | 340 |
|
|
2022
Q2 | $531K | Buy |
3,421
+178
| +5% | +$27.6K | 0.02% | 332 |
|
|
2022
Q1 | $553K | Sell |
3,243
-66
| -2% | -$11.3K | 0.02% | 339 |
|
|
2021
Q4 | $575K | Buy |
3,309
+450
| +16% | +$78.2K | 0.02% | 329 |
|
|
2021
Q3 | $433K | Buy |
2,859
+133
| +5% | +$20.1K | 0.02% | 356 |
|
|
2021
Q2 | $383K | Buy |
2,726
+133
| +5% | +$18.7K | 0.02% | 354 |
|
|
2021
Q1 | $316K | Buy |
2,593
+104
| +4% | +$12.7K | 0.02% | 366 |
|
|
2020
Q4 | $291K | Sell |
2,489
-41
| -2% | -$4.79K | 0.02% | 356 |
|
|
2020
Q3 | $290K | Sell |
2,530
-8
| -0.3% | -$917 | 0.02% | 335 |
|
|
2020
Q2 | $273K | Buy |
+2,538
| New | +$273K | 0.02% | 339 |
|