SOL Capital Management’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 | $662K | Hold |
3,030
| – | – | 0.06% | 201 |
|
|
2025
Q1 | $739K | Hold |
3,030
| – | – | 0.08% | 187 |
|
|
2024
Q4 | $644K | Hold |
3,030
| – | – | 0.07% | 196 |
|
|
2024
Q3 | $676K | Hold |
3,030
| – | – | 0.08% | 199 |
|
|
2024
Q2 | $638K | Buy |
3,030
+585
| +24% | +$123K | 0.08% | 202 |
|
|
2024
Q1 | $504K | Hold |
2,445
| – | – | 0.06% | 224 |
|
|
2023
Q4 | $463K | Hold |
2,445
| – | – | 0.06% | 230 |
|
|
2023
Q3 | $465K | Hold |
2,445
| – | – | 0.07% | 214 |
|
|
2023
Q2 | $460K | Hold |
2,445
| – | – | 0.07% | 212 |
|
|
2023
Q1 | $407K | Hold |
2,445
| – | – | 0.07% | 220 |
|
|
2022
Q4 | $405K | Hold |
2,445
| – | – | 0.07% | 217 |
|
|
2022
Q3 | $365K | Hold |
2,445
| – | – | 0.08% | 203 |
|
|
2022
Q2 | $380K | Sell |
2,445
-25
| -1% | -$3.89K | 0.08% | 203 |
|
|
2022
Q1 | $421K | Hold |
2,470
| – | – | 0.08% | 200 |
|
|
2021
Q4 | $429K | Sell |
2,470
-50
| -2% | -$8.68K | 0.08% | 198 |
|
|
2021
Q3 | $382K | Hold |
2,520
| – | – | 0.08% | 205 |
|
|
2021
Q2 | $355K | Hold |
2,520
| – | – | 0.07% | 207 |
|
|
2021
Q1 | $307K | Hold |
2,520
| – | – | 0.06% | 201 |
|
|
2020
Q4 | $295K | Hold |
2,520
| – | – | 0.07% | 199 |
|
|
2020
Q3 | $289K | Hold |
2,520
| – | – | 0.08% | 188 |
|
|
2020
Q2 | $271K | Sell |
2,520
-850
| -25% | -$91.4K | 0.08% | 192 |
|
|
2020
Q1 | $291K | Hold |
3,370
| – | – | 0.1% | 179 |
|
|
2019
Q4 | $375K | Sell |
3,370
-500
| -13% | -$55.6K | 0.09% | 183 |
|
|
2019
Q3 | $387K | Sell |
3,870
-30
| -0.8% | -$3K | 0.11% | 183 |
|
|
2019
Q2 | $389K | Hold |
3,900
| – | – | 0.11% | 183 |
|
|
2019
Q1 | $366K | Hold |
3,900
| – | – | 0.1% | 188 |
|
|
2018
Q4 | $311K | Hold |
3,900
| – | – | 0.1% | 189 |
|
|
2018
Q3 | $323K | Hold |
3,900
| – | – | 0.09% | 196 |
|
|
2018
Q2 | $320K | Hold |
3,900
| – | – | 0.09% | 198 |
|
|
2018
Q1 | $322K | Hold |
3,900
| – | – | 0.09% | 198 |
|
|
2017
Q4 | $317K | Sell |
3,900
-1,500
| -28% | -$122K | 0.09% | 192 |
|
|
2017
Q3 | $453K | Sell |
5,400
-200
| -4% | -$16.8K | 0.13% | 165 |
|
|
2017
Q2 | $437K | Sell |
5,600
-350
| -6% | -$27.3K | 0.12% | 167 |
|
|
2017
Q1 | $440K | Sell |
5,950
-850
| -13% | -$62.9K | 0.12% | 156 |
|
|
2016
Q4 | $460K | Sell |
6,800
-500
| -7% | -$33.8K | 0.14% | 144 |
|
|
2016
Q3 | $491K | Hold |
7,300
| – | – | 0.16% | 128 |
|
|
2016
Q2 | $500K | Sell |
7,300
-1,250
| -15% | -$85.6K | 0.17% | 120 |
|
|
2016
Q1 | $520K | Sell |
8,550
-200
| -2% | -$12.2K | 0.18% | 116 |
|
|
2015
Q4 | $485K | Hold |
8,750
| – | – | 0.17% | 117 |
|
|
2015
Q3 | $457K | Hold |
8,750
| – | – | 0.18% | 117 |
|
|
2015
Q2 | $496K | Hold |
8,750
| – | – | 0.18% | 115 |
|
|
2015
Q1 | $491K | Sell |
8,750
-100
| -1% | -$5.61K | 0.18% | 118 |
|
|
2014
Q4 | $507K | Hold |
8,850
| – | – | 0.2% | 111 |
|
|
2014
Q3 | $463K | Sell |
8,850
-150
| -2% | -$7.85K | 0.19% | 113 |
|
|
2014
Q2 | $466K | Sell |
9,000
-250
| -3% | -$12.9K | 0.19% | 113 |
|
|
2014
Q1 | $456K | Sell |
9,250
-750
| -8% | -$37K | 0.18% | 107 |
|
|
2013
Q4 | $484K | Sell |
10,000
-500
| -5% | -$24.2K | 0.19% | 102 |
|
|
2013
Q3 | $457K | Hold |
10,500
| – | – | 0.19% | 105 |
|
|
2013
Q2 | $419K | Buy |
+10,500
| New | +$419K | 0.17% | 113 |
|