Stephens Inc’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 | $860K | Buy |
3,932
+77
| +2% | +$16.8K | 0.01% | 668 |
|
|
2025
Q1 | $941K | Buy |
3,855
+131
| +4% | +$32K | 0.01% | 628 |
|
|
2024
Q4 | $791K | Sell |
3,724
-143
| -4% | -$30.4K | 0.01% | 667 |
|
|
2024
Q3 | $863K | Sell |
3,867
-645
| -14% | -$144K | 0.01% | 647 |
|
|
2024
Q2 | $951K | Sell |
4,512
-377
| -8% | -$79.4K | 0.01% | 606 |
|
|
2024
Q1 | $1.01M | Buy |
4,889
+501
| +11% | +$103K | 0.02% | 572 |
|
|
2023
Q4 | $831K | Buy |
4,388
+290
| +7% | +$54.9K | 0.01% | 580 |
|
|
2023
Q3 | $780K | Sell |
4,098
-199
| -5% | -$37.9K | 0.01% | 585 |
|
|
2023
Q2 | $808K | Sell |
4,297
-6
| -0.1% | -$1.13K | 0.01% | 601 |
|
|
2023
Q1 | $717K | Buy |
4,303
+620
| +17% | +$103K | 0.01% | 614 |
|
|
2022
Q4 | $609K | Buy |
3,683
+1,252
| +52% | +$207K | 0.01% | 632 |
|
|
2022
Q3 | $363K | Sell |
2,431
-30
| -1% | -$4.48K | 0.01% | 815 |
|
|
2022
Q2 | $382K | Sell |
2,461
-19
| -0.8% | -$2.95K | 0.01% | 822 |
|
|
2022
Q1 | $423K | Buy |
2,480
+572
| +30% | +$97.6K | 0.01% | 875 |
|
|
2021
Q4 | $332K | Sell |
1,908
-224
| -11% | -$39K | 0.01% | 1007 |
|
|
2021
Q3 | $323K | Sell |
2,132
-3,501
| -62% | -$530K | 0.01% | 1012 |
|
|
2021
Q2 | $792K | Sell |
5,633
-801
| -12% | -$113K | 0.01% | 729 |
|
|
2021
Q1 | $784K | Buy |
6,434
+207
| +3% | +$25.2K | 0.01% | 698 |
|
|
2020
Q4 | $729K | Sell |
6,227
-81
| -1% | -$9.48K | 0.01% | 679 |
|
|
2020
Q3 | $724K | Sell |
6,308
-567
| -8% | -$65.1K | 0.01% | 633 |
|
|
2020
Q2 | $738K | Buy |
6,875
+1,413
| +26% | +$152K | 0.02% | 606 |
|
|
2020
Q1 | $472K | Buy |
5,462
+653
| +14% | +$56.4K | 0.01% | 659 |
|
|
2019
Q4 | $536K | Sell |
4,809
-556
| -10% | -$62K | 0.01% | 706 |
|
|
2019
Q3 | $537K | Buy |
5,365
+164
| +3% | +$16.4K | 0.01% | 733 |
|
|
2019
Q2 | $519K | Sell |
5,201
-430
| -8% | -$42.9K | 0.01% | 749 |
|
|
2019
Q1 | $529K | Sell |
5,631
-185
| -3% | -$17.4K | 0.01% | 744 |
|
|
2018
Q4 | $464K | Sell |
5,816
-190
| -3% | -$15.2K | 0.01% | 724 |
|
|
2018
Q3 | $497K | Sell |
6,006
-1,272
| -17% | -$105K | 0.01% | 779 |
|
|
2018
Q2 | $597K | Buy |
7,278
+1,059
| +17% | +$86.9K | 0.02% | 574 |
|
|
2018
Q1 | $514K | Sell |
6,219
-202
| -3% | -$16.7K | 0.02% | 498 |
|
|
2017
Q4 | $523K | Buy |
6,421
+1,676
| +35% | +$137K | 0.02% | 483 |
|
|
2017
Q3 | $398K | Buy |
4,745
+868
| +22% | +$72.8K | 0.01% | 528 |
|
|
2017
Q2 | $302K | Buy |
3,877
+249
| +7% | +$19.4K | 0.01% | 690 |
|
|
2017
Q1 | $268K | Sell |
3,628
-357
| -9% | -$26.4K | 0.01% | 699 |
|
|
2016
Q4 | $269K | Buy |
3,985
+119
| +3% | +$8.03K | 0.01% | 632 |
|
|
2016
Q3 | $260K | Sell |
3,866
-98
| -2% | -$6.59K | 0.01% | 640 |
|
|
2016
Q2 | $271K | Sell |
3,964
-2
| -0.1% | -$137 | 0.01% | 610 |
|
|
2016
Q1 | $241K | Buy |
+3,966
| New | +$241K | 0.01% | 611 |
|
|
2015
Q3 | – | Sell |
-3,680
| Closed | -$209K | – | 784 |
|
|
2015
Q2 | $209K | Sell |
3,680
-119
| -3% | -$6.76K | 0.01% | 699 |
|
|
2015
Q1 | $213K | Buy |
3,799
+266
| +8% | +$14.9K | 0.01% | 702 |
|
|
2014
Q4 | $202K | Buy |
+3,533
| New | +$202K | 0.01% | 716 |
|