SWM
Stockman Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
2,045
-300
| -13% | -$65.6K | 0.06% | 110 |
|
|
2025
Q1 | $572K | Sell |
2,345
-15
| -0.6% | -$3.66K | 0.08% | 91 |
|
|
2024
Q4 | $501K | Hold |
2,360
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $526K | Sell |
2,360
-1
| -0% | -$223 | 0.08% | 103 |
|
|
2024
Q2 | $498K | Sell |
2,361
-10
| -0.4% | -$2.11K | 0.09% | 104 |
|
|
2024
Q1 | $488K | Sell |
2,371
-139
| -6% | -$28.6K | 0.09% | 104 |
|
|
2023
Q4 | $476K | Sell |
2,510
-8
| -0.3% | -$1.52K | 0.09% | 101 |
|
|
2023
Q3 | $479K | Buy |
2,518
+8
| +0.3% | +$1.52K | 0.11% | 102 |
|
|
2023
Q2 | $472K | Sell |
2,510
-182
| -7% | -$34.2K | 0.1% | 108 |
|
|
2023
Q1 | $448K | Sell |
2,692
-99
| -4% | -$16.5K | 0.1% | 115 |
|
|
2022
Q4 | $462K | Hold |
2,791
| – | – | 0.11% | 116 |
|
|
2022
Q3 | $417K | Buy |
2,791
+6
| +0.2% | +$896 | 0.11% | 107 |
|
|
2022
Q2 | $432K | Hold |
2,785
| – | – | 0.11% | 107 |
|
|
2022
Q1 | $475K | Sell |
2,785
-200
| -7% | -$34.1K | 0.1% | 112 |
|
|
2021
Q4 | $519K | Sell |
2,985
-128
| -4% | -$22.3K | 0.11% | 117 |
|
|
2021
Q3 | $471K | Buy |
3,113
+28
| +0.9% | +$4.24K | 0.1% | 116 |
|
|
2021
Q2 | $434K | Sell |
3,085
-50
| -2% | -$7.03K | 0.1% | 126 |
|
|
2021
Q1 | $382K | Sell |
3,135
-60
| -2% | -$7.31K | 0.11% | 124 |
|
|
2020
Q4 | $374K | Hold |
3,195
| – | – | 0.11% | 116 |
|
|
2020
Q3 | $366K | Sell |
3,195
-10
| -0.3% | -$1.15K | 0.13% | 103 |
|
|
2020
Q2 | $344K | Sell |
3,205
-85
| -3% | -$9.12K | 0.13% | 111 |
|
|
2020
Q1 | $284K | Sell |
3,290
-225
| -6% | -$19.4K | 0.13% | 107 |
|
|
2019
Q4 | $392K | Sell |
3,515
-10
| -0.3% | -$1.12K | 0.14% | 113 |
|
|
2019
Q3 | $353K | Hold |
3,525
| – | – | 0.14% | 108 |
|
|
2019
Q2 | $352K | Hold |
3,525
| – | – | 0.14% | 109 |
|
|
2019
Q1 | $331K | Sell |
3,525
-150
| -4% | -$14.1K | 0.14% | 108 |
|
|
2018
Q4 | $293K | Hold |
3,675
| – | – | 0.14% | 113 |
|
|
2018
Q3 | $304K | Buy |
3,675
+415
| +13% | +$34.3K | 0.13% | 118 |
|
|
2018
Q2 | $267K | Buy |
3,260
+440
| +16% | +$36K | 0.12% | 118 |
|
|
2018
Q1 | $233K | Buy |
+2,820
| New | +$233K | 0.11% | 127 |
|