Scotia 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 | $24.1M | Buy |
110,119
+7,023
| +7% | +$1.54M | 0.11% | 109 |
|
2025
Q1 | $25.2M | Buy |
103,096
+6,368
| +7% | +$1.55M | 0.13% | 99 |
|
2024
Q4 | $20.5M | Buy |
96,728
+13,312
| +16% | +$2.83M | 0.11% | 111 |
|
2024
Q3 | $18.6M | Buy |
83,416
+3,993
| +5% | +$891K | 0.1% | 118 |
|
2024
Q2 | $16.7M | Buy |
79,423
+2,356
| +3% | +$496K | 0.1% | 121 |
|
2024
Q1 | $15.9M | Buy |
77,067
+68
| +0.1% | +$14K | 0.09% | 129 |
|
2023
Q4 | $14.6M | Buy |
76,999
+3,058
| +4% | +$579K | 0.09% | 131 |
|
2023
Q3 | $14.1M | Sell |
73,941
-2,316
| -3% | -$441K | 0.1% | 125 |
|
2023
Q2 | $14.3M | Buy |
76,257
+7,078
| +10% | +$1.33M | 0.1% | 128 |
|
2023
Q1 | $11.5M | Buy |
69,179
+12,488
| +22% | +$2.08M | 0.08% | 140 |
|
2022
Q4 | $9.38M | Sell |
56,691
-2,183
| -4% | -$361K | 0.07% | 157 |
|
2022
Q3 | $8.79M | Buy |
58,874
+2,992
| +5% | +$447K | 0.07% | 157 |
|
2022
Q2 | $8.68M | Sell |
55,882
-13,839
| -20% | -$2.15M | 0.06% | 167 |
|
2022
Q1 | $11.9M | Buy |
69,721
+5,302
| +8% | +$904K | 0.08% | 149 |
|
2021
Q4 | $11.2M | Buy |
64,419
+5,223
| +9% | +$908K | 0.07% | 152 |
|
2021
Q3 | $8.96M | Buy |
59,196
+3,027
| +5% | +$458K | 0.07% | 164 |
|
2021
Q2 | $7.9M | Buy |
56,169
+14,367
| +34% | +$2.02M | 0.06% | 180 |
|
2021
Q1 | $5.09M | Buy |
41,802
+5,024
| +14% | +$612K | 0.04% | 224 |
|
2020
Q4 | $4.3M | Sell |
36,778
-4,504
| -11% | -$527K | 0.04% | 224 |
|
2020
Q3 | $4.74M | Sell |
41,282
-1,640
| -4% | -$188K | 0.05% | 185 |
|
2020
Q2 | $4.61M | Buy |
42,922
+141
| +0.3% | +$15.1K | 0.06% | 162 |
|
2020
Q1 | $3.7M | Sell |
42,781
-537
| -1% | -$46.4K | 0.05% | 179 |
|
2019
Q4 | $4.83M | Buy |
43,318
+4,258
| +11% | +$474K | 0.05% | 176 |
|
2019
Q3 | $3.91M | Buy |
39,060
+2,606
| +7% | +$261K | 0.05% | 195 |
|
2019
Q2 | $3.64M | Buy |
36,454
+10,607
| +41% | +$1.06M | 0.04% | 202 |
|
2019
Q1 | $2.43M | Buy |
25,847
+6,167
| +31% | +$579K | 0.03% | 250 |
|
2018
Q4 | $1.57M | Buy |
19,680
+6,965
| +55% | +$555K | 0.02% | 299 |
|
2018
Q3 | $1.05M | Buy |
+12,715
| New | +$1.05M | 0.01% | 389 |
|
2014
Q2 | – | Sell |
-4,762
| Closed | -$235K | – | 594 |
|
2014
Q1 | $235K | Hold |
4,762
| – | – | 0.01% | 507 |
|
2013
Q4 | $230K | Hold |
4,762
| – | – | 0.01% | 484 |
|
2013
Q3 | $207K | Buy |
+4,762
| New | +$207K | 0.01% | 453 |
|