Summit Global Investments’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 | $4.08M | Buy |
18,667
+108
| +0.6% | +$23.6K | 0.24% | 71 |
|
|
2025
Q1 | $4.53M | Buy |
18,559
+17,037
| +1,119% | +$4.16M | 0.33% | 48 |
|
|
2024
Q4 | $323K | Sell |
1,522
-13
| -0.8% | -$2.76K | 0.02% | 433 |
|
|
2024
Q3 | $342K | Buy |
1,535
+208
| +16% | +$46.3K | 0.02% | 411 |
|
|
2024
Q2 | $280K | Sell |
1,327
-7
| -0.5% | -$1.48K | 0.02% | 428 |
|
|
2024
Q1 | $275K | Sell |
1,334
-7,669
| -85% | -$1.58M | 0.02% | 418 |
|
|
2023
Q4 | $1.71M | Buy |
9,003
+5,878
| +188% | +$1.11M | 0.11% | 137 |
|
|
2023
Q3 | $595K | Sell |
3,125
-188
| -6% | -$35.8K | 0.04% | 313 |
|
|
2023
Q2 | $623K | Buy |
3,313
+2
| +0.1% | +$376 | 0.04% | 306 |
|
|
2023
Q1 | $551K | Buy |
3,311
+178
| +6% | +$29.6K | 0.04% | 332 |
|
|
2022
Q4 | $518K | Buy |
3,133
+21
| +0.7% | +$3.47K | 0.04% | 304 |
|
|
2022
Q3 | $465K | Sell |
3,112
-8,923
| -74% | -$1.33M | 0.04% | 324 |
|
|
2022
Q2 | $1.87M | Sell |
12,035
-34
| -0.3% | -$5.28K | 0.16% | 138 |
|
|
2022
Q1 | $2.06M | Buy |
12,069
+10,885
| +919% | +$1.86M | 0.15% | 144 |
|
|
2021
Q4 | $206K | Buy |
+1,184
| New | +$206K | 0.01% | 503 |
|
|
2021
Q2 | – | Sell |
-1,650
| Closed | -$201K | – | 603 |
|
|
2021
Q1 | $201K | Buy |
+1,650
| New | +$201K | 0.01% | 524 |
|
|
2020
Q2 | – | Sell |
-5,650
| Closed | -$488K | – | 252 |
|
|
2020
Q1 | $488K | Sell |
5,650
-3,230
| -36% | -$279K | 0.07% | 175 |
|
|
2019
Q4 | $989K | Buy |
8,880
+577
| +7% | +$64.3K | 0.11% | 121 |
|
|
2019
Q3 | $831K | Sell |
8,303
-29
| -0.3% | -$2.9K | 0.1% | 173 |
|
|
2019
Q2 | $831K | Sell |
8,332
-1,684
| -17% | -$168K | 0.1% | 120 |
|
|
2019
Q1 | $941K | Buy |
10,016
+248
| +3% | +$23.3K | 0.12% | 114 |
|
|
2018
Q4 | $779K | Sell |
9,768
-72,159
| -88% | -$5.75M | 0.12% | 119 |
|
|
2018
Q3 | $6.78M | Buy |
81,927
+3,170
| +4% | +$262K | 0.91% | 36 |
|
|
2018
Q2 | $6.46M | Sell |
78,757
-80,315
| -50% | -$6.58M | 0.97% | 34 |
|
|
2018
Q1 | $13.1M | Buy |
159,072
+3,183
| +2% | +$263K | 2.09% | 10 |
|
|
2017
Q4 | $12.7M | Sell |
155,889
-20,493
| -12% | -$1.67M | 1.96% | 10 |
|
|
2017
Q3 | $14.8M | Buy |
176,382
+93,084
| +112% | +$7.8M | 2.31% | 3 |
|
|
2017
Q2 | $6.49M | Buy |
83,298
+76,238
| +1,080% | +$5.94M | 1.94% | 6 |
|
|
2017
Q1 | $522K | Buy |
+7,060
| New | +$522K | 0.17% | 111 |
|