SWM
Segment Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
78,036
-1,003
| -1% | -$219K | 1.08% | 28 |
|
|
2025
Q1 | $19.3M | Sell |
79,039
-667
| -0.8% | -$163K | 1.3% | 20 |
|
|
2024
Q4 | $16.9M | Buy |
79,706
+437
| +0.6% | +$92.8K | 1.15% | 27 |
|
|
2024
Q3 | $17.7M | Buy |
79,269
+350
| +0.4% | +$78.1K | 1.22% | 23 |
|
|
2024
Q2 | $16.6M | Buy |
78,919
+851
| +1% | +$179K | 1.23% | 22 |
|
|
2024
Q1 | $16.1M | Buy |
78,068
+2,891
| +4% | +$595K | 1.22% | 22 |
|
|
2023
Q4 | $14.2M | Buy |
75,177
+1,977
| +3% | +$375K | 1.26% | 19 |
|
|
2023
Q3 | $13.9M | Buy |
73,200
+872
| +1% | +$166K | 1.42% | 13 |
|
|
2023
Q2 | $13.6M | Sell |
72,328
-1,482
| -2% | -$279K | 1.4% | 12 |
|
|
2023
Q1 | $12.3M | Buy |
73,810
+468
| +0.6% | +$77.9K | 1.39% | 16 |
|
|
2022
Q4 | $12.1M | Buy |
73,342
+1,480
| +2% | +$245K | 1.41% | 16 |
|
|
2022
Q3 | $10.7M | Buy |
71,862
+1,318
| +2% | +$197K | 1.34% | 18 |
|
|
2022
Q2 | $11M | Buy |
70,544
+3,677
| +5% | +$571K | 1.39% | 14 |
|
|
2022
Q1 | $11.4M | Buy |
66,867
+4,186
| +7% | +$713K | 1.17% | 18 |
|
|
2021
Q4 | $10.9M | Sell |
62,681
-858
| -1% | -$149K | 1.14% | 21 |
|
|
2021
Q3 | $9.62M | Buy |
63,539
+438
| +0.7% | +$66.3K | 1.14% | 25 |
|
|
2021
Q2 | $8.88M | Buy |
63,101
+1,927
| +3% | +$271K | 1.05% | 34 |
|
|
2021
Q1 | $7.45M | Buy |
61,174
+2,221
| +4% | +$271K | 0.99% | 39 |
|
|
2020
Q4 | $6.9M | Sell |
58,953
-2,418
| -4% | -$283K | 1% | 39 |
|
|
2020
Q3 | $7.04M | Sell |
61,371
-273
| -0.4% | -$31.3K | 1.14% | 30 |
|
|
2020
Q2 | $6.62M | Buy |
61,644
+625
| +1% | +$67.1K | 1.22% | 24 |
|
|
2020
Q1 | $5.28M | Buy |
61,019
+3,347
| +6% | +$289K | 1.18% | 26 |
|
|
2019
Q4 | $6.43M | Sell |
57,672
-1,035
| -2% | -$115K | 1.09% | 23 |
|
|
2019
Q3 | $5.87M | Buy |
58,707
+1,194
| +2% | +$119K | 1.15% | 23 |
|
|
2019
Q2 | $5.74M | Buy |
57,513
+1,576
| +3% | +$157K | 1.17% | 22 |
|
|
2019
Q1 | $5.25M | Buy |
55,937
+640
| +1% | +$60.1K | 1.11% | 28 |
|
|
2018
Q4 | $4.41M | Buy |
55,297
+1,509
| +3% | +$120K | 1.11% | 28 |
|
|
2018
Q3 | $4.45M | Buy |
53,788
+454
| +0.9% | +$37.6K | 0.97% | 33 |
|
|
2018
Q2 | $4.37M | Buy |
53,334
+584
| +1% | +$47.9K | 1.03% | 30 |
|
|
2018
Q1 | $4.36M | Buy |
52,750
+1,496
| +3% | +$124K | 1.08% | 27 |
|
|
2017
Q4 | $4.17M | Buy |
51,254
+432
| +0.9% | +$35.2K | 1.01% | 29 |
|
|
2017
Q3 | $4.26M | Buy |
50,822
+658
| +1% | +$55.1K | 1.13% | 20 |
|
|
2017
Q2 | $3.91M | Buy |
50,164
+1,836
| +4% | +$143K | 1.08% | 23 |
|
|
2017
Q1 | $3.57M | Buy |
48,328
+181
| +0.4% | +$13.4K | 1.16% | 21 |
|
|
2016
Q4 | $3.25M | Buy |
48,147
+391
| +0.8% | +$26.4K | 1.19% | 22 |
|
|
2016
Q3 | $3.21M | Buy |
47,756
+2,049
| +4% | +$138K | 1.26% | 23 |
|
|
2016
Q2 | $3.13M | Sell |
45,707
-7,095
| -13% | -$486K | 1.29% | 24 |
|
|
2016
Q1 | $3.21M | Buy |
52,802
+709
| +1% | +$43.1K | 1.2% | 31 |
|
|
2015
Q4 | $2.89M | Buy |
52,093
+1,507
| +3% | +$83.6K | 1.1% | 32 |
|
|
2015
Q3 | $2.64M | Buy |
50,586
+3,079
| +6% | +$161K | 1.01% | 38 |
|
|
2015
Q2 | $2.69M | Buy |
47,507
+1
| +0% | +$57 | 0.94% | 38 |
|
|
2015
Q1 | $2.67M | Buy |
47,506
+6,157
| +15% | +$345K | 0.89% | 38 |
|
|
2014
Q4 | $2.37M | Buy |
41,349
+1,936
| +5% | +$111K | 0.91% | 38 |
|
|
2014
Q3 | $2.06M | Buy |
39,413
+1,780
| +5% | +$93.2K | 0.79% | 42 |
|
|
2014
Q2 | $1.95M | Buy |
37,633
+1,938
| +5% | +$100K | 0.76% | 41 |
|
|
2014
Q1 | $1.76M | Buy |
35,695
+4,551
| +15% | +$224K | 0.82% | 47 |
|
|
2013
Q4 | $1.51M | Buy |
31,144
+2,088
| +7% | +$101K | 0.74% | 51 |
|
|
2013
Q3 | $1.27M | Sell |
29,056
-110
| -0.4% | -$4.79K | 0.69% | 47 |
|
|
2013
Q2 | $1.16M | Buy |
+29,166
| New | +$1.16M | 0.7% | 46 |
|