Simplex Trading’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 | $251K | Buy |
+1,152
| New | +$251K | ﹤0.01% | 839 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3383 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3427 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3309 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3410 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3376 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3451 |
|
|
2023
Q3 | – | Sell |
-8,529
| Closed | -$1.6M | – | 3368 |
|
|
2023
Q2 | $1.6M | Buy |
+8,529
| New | +$1.6M | ﹤0.01% | 270 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3410 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3534 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3676 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3606 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3742 |
|
|
2021
Q4 | – | Sell |
-30,377
| Closed | -$4.32M | – | 3765 |
|
|
2021
Q3 | $4.32M | Buy |
30,377
+1,725
| +6% | +$245K | ﹤0.01% | 147 |
|
|
2021
Q2 | $4.03M | Buy |
+28,652
| New | +$4.03M | ﹤0.01% | 153 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3257 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2985 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2782 |
|
|
2020
Q2 | – | Sell |
-7,365
| Closed | -$636K | – | 2692 |
|
|
2020
Q1 | $636K | Buy |
7,365
+6,343
| +621% | +$548K | ﹤0.01% | 402 |
|
|
2019
Q4 | $113K | Sell |
1,022
-2,729
| -73% | -$302K | ﹤0.01% | 963 |
|
|
2019
Q3 | $375K | Sell |
3,751
-4,289
| -53% | -$429K | ﹤0.01% | 466 |
|
|
2019
Q2 | $801K | Buy |
+8,040
| New | +$801K | ﹤0.01% | 289 |
|
|
2019
Q1 | – | Sell |
-5,870
| Closed | -$468K | – | 2503 |
|
|
2018
Q4 | $468K | Sell |
5,870
-1,490
| -20% | -$119K | ﹤0.01% | 387 |
|
|
2018
Q3 | $608K | Buy |
7,360
+4,313
| +142% | +$356K | ﹤0.01% | 407 |
|
|
2018
Q2 | $249K | Buy |
+3,047
| New | +$249K | ﹤0.01% | 671 |
|
|
2018
Q1 | – | Sell |
-820
| Closed | -$66K | – | 2512 |
|
|
2017
Q4 | $66K | Buy |
+820
| New | +$66K | ﹤0.01% | 1098 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 2388 |
|
|
2017
Q2 | – | Sell |
-685
| Closed | -$50K | – | 2420 |
|
|
2017
Q1 | $50K | Buy |
+685
| New | +$50K | ﹤0.01% | 1090 |
|
|
2016
Q4 | – | Sell |
-2,407
| Closed | -$161K | – | 2332 |
|
|
2016
Q3 | $161K | Buy |
+2,407
| New | +$161K | 0.01% | 603 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2308 |
|
|
2016
Q1 | – | Sell |
-4,675
| Closed | -$259K | – | 2251 |
|
|
2015
Q4 | $259K | Sell |
4,675
-1,467
| -24% | -$81.3K | 0.02% | 400 |
|
|
2015
Q3 | $320K | Buy |
6,142
+6,019
| +4,893% | +$314K | 0.02% | 336 |
|
|
2015
Q2 | $6K | Buy |
123
+46
| +60% | +$2.24K | ﹤0.01% | 1479 |
|
|
2015
Q1 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 1443 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1757 |
|