SimplyRich’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 | $1.28M | Sell |
5,871
-371
| -6% | -$81.1K | 0.36% | 73 |
|
|
2025
Q1 | $1.52M | Hold |
6,242
| – | – | 0.44% | 57 |
|
|
2024
Q4 | $1.33M | Buy |
6,242
+102
| +2% | +$21.7K | 0.38% | 65 |
|
|
2024
Q3 | $1.37M | Buy |
6,140
+313
| +5% | +$69.8K | 0.38% | 62 |
|
|
2024
Q2 | $1.23M | Buy |
5,827
+53
| +0.9% | +$11.2K | 0.39% | 63 |
|
|
2024
Q1 | $1.19M | Buy |
5,774
+58
| +1% | +$12K | 0.38% | 65 |
|
|
2023
Q4 | $1.08M | Buy |
5,716
+1
| +0% | +$189 | 0.37% | 70 |
|
|
2023
Q3 | $1.09M | Hold |
5,715
| – | – | 0.53% | 50 |
|
|
2023
Q2 | $1.07M | Buy |
5,715
+4
| +0.1% | +$752 | 0.38% | 66 |
|
|
2023
Q1 | $951K | Hold |
5,711
| – | – | 0.36% | 75 |
|
|
2022
Q4 | $945K | Hold |
5,711
| – | – | 0.38% | 74 |
|
|
2022
Q3 | $852K | Sell |
5,711
-14
| -0.2% | -$2.09K | 0.38% | 70 |
|
|
2022
Q2 | $888K | Sell |
5,725
-53
| -0.9% | -$8.22K | 0.37% | 73 |
|
|
2022
Q1 | $984K | Sell |
5,778
-166
| -3% | -$28.3K | 0.34% | 77 |
|
|
2021
Q4 | $1.03M | Buy |
5,944
+53
| +0.9% | +$9.21K | 0.34% | 76 |
|
|
2021
Q3 | $892K | Buy |
5,891
+91
| +2% | +$13.8K | 0.32% | 81 |
|
|
2021
Q2 | $815K | Buy |
5,800
+300
| +5% | +$42.2K | 0.37% | 80 |
|
|
2021
Q1 | $670K | Buy |
5,500
+69
| +1% | +$8.41K | 0.27% | 93 |
|
|
2020
Q4 | $635K | Hold |
5,431
| – | – | 0.28% | 80 |
|
|
2020
Q3 | $623K | Hold |
5,431
| – | – | 0.31% | 78 |
|
|
2020
Q2 | $572K | Buy |
5,431
+123
| +2% | +$13K | 0.31% | 78 |
|
|
2020
Q1 | $475K | Hold |
5,308
| – | – | 0.32% | 80 |
|
|
2019
Q4 | $594K | Hold |
5,308
| – | – | 0.3% | 92 |
|
|
2019
Q3 | $530K | Hold |
5,308
| – | – | 0.29% | 93 |
|
|
2019
Q2 | $529K | Buy |
+5,308
| New | +$529K | 0.29% | 95 |
|
|
2018
Q4 | – | Sell |
-5,454
| Closed | -$451K | – | 115 |
|
|
2018
Q3 | $451K | Hold |
5,454
| – | – | 0.25% | 115 |
|
|
2018
Q2 | $447K | Buy |
5,454
+127
| +2% | +$10.4K | 0.26% | 112 |
|
|
2018
Q1 | $440K | Sell |
5,327
-700
| -12% | -$57.8K | 0.25% | 118 |
|
|
2017
Q4 | $491K | Buy |
+6,027
| New | +$491K | 0.27% | 115 |
|