Steward Partners Investment Advisory’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 | $9.21M | Buy |
42,145
+2,961
| +8% | +$647K | 0.07% | 268 |
|
|
2025
Q1 | $9.56M | Buy |
39,184
+749
| +2% | +$183K | 0.08% | 239 |
|
|
2024
Q4 | $8.16M | Buy |
38,435
+1,200
| +3% | +$255K | 0.07% | 263 |
|
|
2024
Q3 | $8.31M | Buy |
37,235
+3,373
| +10% | +$752K | 0.08% | 256 |
|
|
2024
Q2 | $7.14M | Buy |
33,862
+324
| +1% | +$68.3K | 0.08% | 265 |
|
|
2024
Q1 | $6.91M | Buy |
33,538
+2,824
| +9% | +$582K | 0.08% | 269 |
|
|
2023
Q4 | $5.82M | Buy |
30,714
+1,739
| +6% | +$329K | 0.08% | 253 |
|
|
2023
Q3 | $5.51M | Buy |
28,975
+9,960
| +52% | +$1.9M | 0.08% | 239 |
|
|
2023
Q2 | $3.58M | Buy |
19,015
+1,170
| +7% | +$220K | 0.05% | 331 |
|
|
2023
Q1 | $2.97M | Buy |
17,845
+1,980
| +12% | +$330K | 0.05% | 364 |
|
|
2022
Q4 | $2.63M | Buy |
15,865
+10,676
| +206% | +$1.77M | 0.04% | 377 |
|
|
2022
Q3 | $775K | Buy |
5,189
+64
| +1% | +$9.56K | 0.01% | 710 |
|
|
2022
Q2 | $796K | Sell |
5,125
-38
| -0.7% | -$5.9K | 0.01% | 712 |
|
|
2022
Q1 | $880K | Buy |
5,163
+294
| +6% | +$50.1K | 0.01% | 720 |
|
|
2021
Q4 | $846K | Sell |
4,869
-41
| -0.8% | -$7.12K | 0.01% | 757 |
|
|
2021
Q3 | $743K | Sell |
4,910
-305
| -6% | -$46.2K | 0.01% | 768 |
|
|
2021
Q2 | $734K | Sell |
5,215
-6,255
| -55% | -$880K | 0.01% | 792 |
|
|
2021
Q1 | $1.4M | Buy |
11,470
+8,452
| +280% | +$1.03M | 0.02% | 533 |
|
|
2020
Q4 | $353K | Buy |
3,018
+129
| +4% | +$15.1K | 0.01% | 859 |
|
|
2020
Q3 | $331K | Buy |
2,889
+18
| +0.6% | +$2.06K | 0.01% | 788 |
|
|
2020
Q2 | $308K | Buy |
2,871
+244
| +9% | +$26.2K | 0.01% | 747 |
|
|
2020
Q1 | $227K | Buy |
2,627
+161
| +7% | +$13.9K | 0.01% | 751 |
|
|
2019
Q4 | $274K | Sell |
2,466
-486
| -16% | -$54K | 0.01% | 789 |
|
|
2019
Q3 | $295K | Buy |
2,952
+372
| +14% | +$37.2K | 0.01% | 729 |
|
|
2019
Q2 | $257K | Buy |
+2,580
| New | +$257K | 0.01% | 739 |
|
|
2018
Q4 | – | Sell |
-572
| Closed | -$47K | – | 1596 |
|
|
2018
Q3 | $47K | Sell |
572
-29
| -5% | -$2.38K | ﹤0.01% | 1219 |
|
|
2018
Q2 | $49K | Sell |
601
-212
| -26% | -$17.3K | ﹤0.01% | 1105 |
|
|
2018
Q1 | $67K | Buy |
813
+333
| +69% | +$27.4K | ﹤0.01% | 891 |
|
|
2017
Q4 | $39K | Buy |
480
+100
| +26% | +$8.13K | ﹤0.01% | 909 |
|
|
2017
Q3 | $31K | Buy |
380
+60
| +19% | +$4.9K | ﹤0.01% | 820 |
|
|
2017
Q2 | $24K | Sell |
320
-79
| -20% | -$5.93K | ﹤0.01% | 811 |
|
|
2017
Q1 | $29K | Buy |
399
+266
| +200% | +$19.3K | ﹤0.01% | 667 |
|
|
2016
Q4 | $8K | Buy |
+133
| New | +$8K | ﹤0.01% | 596 |
|