Sequoia Financial Advisors’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 | $40.4M | Buy |
184,725
+14,285
| +8% | +$3.12M | 0.28% | 73 |
|
|
2025
Q1 | $41.6M | Buy |
170,440
+39,931
| +31% | +$9.74M | 0.32% | 67 |
|
|
2024
Q4 | $27.7M | Buy |
130,509
+15,079
| +13% | +$3.2M | 0.27% | 85 |
|
|
2024
Q3 | $25.8M | Buy |
115,430
+13,405
| +13% | +$2.99M | 0.28% | 83 |
|
|
2024
Q2 | $21.5M | Buy |
102,025
+15,565
| +18% | +$3.28M | 0.26% | 89 |
|
|
2024
Q1 | $17.8M | Sell |
86,460
-4,710
| -5% | -$970K | 0.22% | 96 |
|
|
2023
Q4 | $17.3M | Buy |
91,170
+87,256
| +2,229% | +$16.5M | 0.21% | 98 |
|
|
2023
Q3 | $745K | Buy |
3,914
+191
| +5% | +$36.3K | 0.01% | 404 |
|
|
2023
Q2 | $700K | Buy |
3,723
+289
| +8% | +$54.4K | 0.01% | 427 |
|
|
2023
Q1 | $572K | Sell |
3,434
-44
| -1% | -$7.33K | 0.01% | 427 |
|
|
2022
Q4 | $576K | Buy |
3,478
+1,204
| +53% | +$199K | 0.01% | 398 |
|
|
2022
Q3 | $339K | Sell |
2,274
-190
| -8% | -$28.3K | 0.01% | 358 |
|
|
2022
Q2 | $383K | Buy |
2,464
+361
| +17% | +$56.1K | 0.01% | 386 |
|
|
2022
Q1 | $359K | Buy |
2,103
+906
| +76% | +$155K | 0.01% | 438 |
|
|
2021
Q4 | $208K | Buy |
+1,197
| New | +$208K | 0.01% | 547 |
|