Schaper Benz & Wise Investment Counsel’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 | $5.66M | Buy |
25,890
+409
| +2% | +$89.4K | 0.43% | 69 |
|
|
2025
Q1 | $6.22M | Buy |
25,481
+55
| +0.2% | +$13.4K | 0.5% | 63 |
|
|
2024
Q4 | $5.4M | Buy |
25,426
+1,302
| +5% | +$277K | 0.43% | 68 |
|
|
2024
Q3 | $5.38M | Buy |
24,124
+626
| +3% | +$140K | 0.43% | 67 |
|
|
2024
Q2 | $4.95M | Buy |
23,498
+1,149
| +5% | +$242K | 0.43% | 68 |
|
|
2024
Q1 | $4.6M | Buy |
22,349
+1,286
| +6% | +$265K | 0.38% | 71 |
|
|
2023
Q4 | $3.99M | Buy |
21,063
+45
| +0.2% | +$8.53K | 0.36% | 70 |
|
|
2023
Q3 | $4M | Buy |
21,018
+277
| +1% | +$52.7K | 0.39% | 67 |
|
|
2023
Q2 | $3.9M | Sell |
20,741
-133
| -0.6% | -$25K | 0.37% | 68 |
|
|
2023
Q1 | $3.48M | Buy |
20,874
+2,540
| +14% | +$423K | 0.35% | 67 |
|
|
2022
Q4 | $3.03M | Sell |
18,334
-345
| -2% | -$57.1K | 0.32% | 72 |
|
|
2022
Q3 | $2.79M | Sell |
18,679
-395
| -2% | -$59K | 0.32% | 71 |
|
|
2022
Q2 | $2.96M | Buy |
19,074
+26
| +0.1% | +$4.04K | 0.3% | 75 |
|
|
2022
Q1 | $3.25M | Sell |
19,048
-320
| -2% | -$54.5K | 0.28% | 77 |
|
|
2021
Q4 | $3.37M | Buy |
19,368
+85
| +0.4% | +$14.8K | 0.27% | 78 |
|
|
2021
Q3 | $2.92M | Buy |
19,283
+473
| +3% | +$71.6K | 0.26% | 75 |
|
|
2021
Q2 | $2.65M | Buy |
18,810
+4,520
| +32% | +$636K | 0.24% | 76 |
|
|
2021
Q1 | $1.74M | Buy |
14,290
+535
| +4% | +$65.2K | 0.17% | 79 |
|
|
2020
Q4 | $1.61M | Sell |
13,755
-395
| -3% | -$46.2K | 0.17% | 79 |
|
|
2020
Q3 | $1.62M | Sell |
14,150
-975
| -6% | -$112K | 0.19% | 76 |
|
|
2020
Q2 | $1.62M | Buy |
15,125
+35
| +0.2% | +$3.76K | 0.2% | 74 |
|
|
2020
Q1 | $1.31M | Sell |
15,090
-750
| -5% | -$64.9K | 0.19% | 73 |
|
|
2019
Q4 | $1.77M | Sell |
15,840
-1,910
| -11% | -$213K | 0.21% | 71 |
|
|
2019
Q3 | $1.78M | Sell |
17,750
-725
| -4% | -$72.5K | 0.22% | 72 |
|
|
2019
Q2 | $1.84M | Sell |
18,475
-1,300
| -7% | -$130K | 0.23% | 71 |
|
|
2019
Q1 | $1.86M | Sell |
19,775
-2,025
| -9% | -$190K | 0.24% | 70 |
|
|
2018
Q4 | $1.74M | Sell |
21,800
-1,225
| -5% | -$97.7K | 0.26% | 69 |
|
|
2018
Q3 | $1.91M | Sell |
23,025
-2,850
| -11% | -$236K | 0.25% | 69 |
|
|
2018
Q2 | $2.12M | Sell |
25,875
-850
| -3% | -$69.7K | 0.3% | 69 |
|
|
2018
Q1 | $2.21M | Sell |
26,725
-2,875
| -10% | -$237K | 0.33% | 68 |
|
|
2017
Q4 | $2.41M | Sell |
29,600
-6,050
| -17% | -$492K | 0.35% | 65 |
|
|
2017
Q3 | $2.99M | Sell |
35,650
-485
| -1% | -$40.7K | 0.46% | 64 |
|
|
2017
Q2 | $2.82M | Sell |
36,135
-318
| -0.9% | -$24.8K | 0.45% | 63 |
|
|
2017
Q1 | $2.69M | Sell |
36,453
-300
| -0.8% | -$22.2K | 0.46% | 64 |
|
|
2016
Q4 | $2.48M | Sell |
36,753
-7,027
| -16% | -$475K | 0.44% | 65 |
|
|
2016
Q3 | $2.94M | Sell |
43,780
-2,550
| -6% | -$171K | 0.52% | 60 |
|
|
2016
Q2 | $3.17M | Sell |
46,330
-1,308
| -3% | -$89.6K | 0.57% | 60 |
|
|
2016
Q1 | $2.9M | Sell |
47,638
-3,060
| -6% | -$186K | 0.54% | 61 |
|
|
2015
Q4 | $2.81M | Buy |
50,698
+750
| +2% | +$41.6K | 0.55% | 56 |
|
|
2015
Q3 | $2.61M | Hold |
49,948
| – | – | 0.53% | 54 |
|
|
2015
Q2 | $2.83M | Buy |
49,948
+300
| +0.6% | +$17K | 0.56% | 53 |
|
|
2015
Q1 | $2.79M | Sell |
49,648
-350
| -0.7% | -$19.6K | 0.55% | 51 |
|
|
2014
Q4 | $2.86M | Sell |
49,998
-300
| -0.6% | -$17.2K | 0.57% | 50 |
|
|
2014
Q3 | $2.63M | Sell |
50,298
-1,200
| -2% | -$62.8K | 0.55% | 49 |
|
|
2014
Q2 | $2.67M | Sell |
51,498
-2,867
| -5% | -$149K | 0.55% | 49 |
|
|
2014
Q1 | $2.68M | Sell |
54,365
-600
| -1% | -$29.6K | 0.58% | 49 |
|
|
2013
Q4 | $2.66M | Sell |
54,965
-750
| -1% | -$36.3K | 0.59% | 49 |
|
|
2013
Q3 | $2.43M | Sell |
55,715
-500
| -0.9% | -$21.8K | 0.56% | 49 |
|
|
2013
Q2 | $2.24M | Buy |
+56,215
| New | +$2.24M | 0.55% | 50 |
|