Sigma Planning Corp’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 | $553K | Buy |
2,529
+275
| +12% | +$60.1K | 0.02% | 742 |
|
|
2025
Q1 | $550K | Sell |
2,254
-72
| -3% | -$17.6K | 0.02% | 693 |
|
|
2024
Q4 | $494K | Buy |
2,326
+66
| +3% | +$14K | 0.02% | 749 |
|
|
2024
Q3 | $504K | Sell |
2,260
-2
| -0.1% | -$446 | 0.02% | 747 |
|
|
2024
Q2 | $477K | Sell |
2,262
-65
| -3% | -$13.7K | 0.02% | 742 |
|
|
2024
Q1 | $479K | Buy |
+2,327
| New | +$479K | 0.02% | 782 |
|
|
2023
Q4 | – | Sell |
-2,308
| Closed | -$439K | – | 1048 |
|
|
2023
Q3 | $439K | Buy |
2,308
+103
| +5% | +$19.6K | 0.02% | 774 |
|
|
2023
Q2 | $415K | Sell |
2,205
-262
| -11% | -$49.3K | 0.01% | 808 |
|
|
2023
Q1 | $411K | Buy |
2,467
+161
| +7% | +$26.8K | 0.01% | 885 |
|
|
2022
Q4 | $382K | Buy |
2,306
+31
| +1% | +$5.13K | 0.01% | 874 |
|
|
2022
Q3 | $340K | Buy |
2,275
+4
| +0.2% | +$598 | 0.01% | 897 |
|
|
2022
Q2 | $353K | Buy |
2,271
+94
| +4% | +$14.6K | 0.01% | 907 |
|
|
2022
Q1 | $371K | Buy |
2,177
+542
| +33% | +$92.4K | 0.01% | 963 |
|
|
2021
Q4 | $284K | Buy |
1,635
+1
| +0.1% | +$174 | 0.01% | 1096 |
|
|
2021
Q3 | $248K | Buy |
1,634
+41
| +3% | +$6.22K | 0.01% | 1142 |
|
|
2021
Q2 | $224K | Sell |
1,593
-283
| -15% | -$39.8K | 0.01% | 1213 |
|
|
2021
Q1 | $229K | Buy |
1,876
+30
| +2% | +$3.66K | 0.01% | 1113 |
|
|
2020
Q4 | $216K | Buy |
1,846
+11
| +0.6% | +$1.29K | 0.01% | 1046 |
|
|
2020
Q3 | $211K | Buy |
+1,835
| New | +$211K | 0.01% | 928 |
|
|
2020
Q1 | – | Sell |
-2,419
| Closed | -$270K | – | 1023 |
|
|
2019
Q4 | $270K | Buy |
+2,419
| New | +$270K | 0.01% | 835 |
|
|
2019
Q3 | – | Sell |
-2,066
| Closed | -$206K | – | 1025 |
|
|
2019
Q2 | $206K | Buy |
+2,066
| New | +$206K | 0.01% | 896 |
|
|
2018
Q4 | – | Sell |
-3,092
| Closed | -$256K | – | 904 |
|
|
2018
Q3 | $256K | Sell |
3,092
-853
| -22% | -$70.6K | 0.02% | 763 |
|
|
2018
Q2 | $323K | Buy |
3,945
+897
| +29% | +$73.4K | 0.02% | 609 |
|
|
2018
Q1 | $252K | Buy |
3,048
+449
| +17% | +$37.1K | 0.02% | 674 |
|
|
2017
Q4 | $212K | Buy |
2,599
+147
| +6% | +$12K | 0.02% | 750 |
|
|
2017
Q3 | $206K | Buy |
+2,452
| New | +$206K | 0.02% | 757 |
|
|
2016
Q4 | – | Sell |
-4,805
| Closed | -$323K | – | 783 |
|
|
2016
Q3 | $323K | Buy |
+4,805
| New | +$323K | 0.04% | 487 |
|