TD Private Client Wealth’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 | $1.46M | Sell |
6,689
-2,064
| -24% | -$451K | 0.04% | 290 |
|
|
2025
Q1 | $2.14M | Buy |
8,753
+134
| +2% | +$32.7K | 0.06% | 213 |
|
|
2024
Q4 | $1.83M | Buy |
8,619
+340
| +4% | +$72.2K | 0.05% | 243 |
|
|
2024
Q3 | $1.85M | Buy |
8,279
+92
| +1% | +$20.5K | 0.05% | 256 |
|
|
2024
Q2 | $1.73M | Sell |
8,187
-58
| -0.7% | -$12.2K | 0.05% | 259 |
|
|
2024
Q1 | $1.7M | Buy |
8,245
+730
| +10% | +$150K | 0.06% | 265 |
|
|
2023
Q4 | $1.42M | Sell |
7,515
-134
| -2% | -$25.4K | 0.05% | 279 |
|
|
2023
Q3 | $1.46M | Sell |
7,649
-421
| -5% | -$80.2K | 0.06% | 260 |
|
|
2023
Q2 | $1.52M | Sell |
8,070
-69
| -0.8% | -$13K | 0.07% | 264 |
|
|
2023
Q1 | $1.36M | Buy |
8,139
+523
| +7% | +$87.3K | 0.06% | 278 |
|
|
2022
Q4 | $1.26M | Buy |
7,616
+429
| +6% | +$71.2K | 0.06% | 285 |
|
|
2022
Q3 | $1.08M | Sell |
7,187
-16
| -0.2% | -$2.4K | 0.06% | 292 |
|
|
2022
Q2 | $1.12M | Buy |
7,203
+419
| +6% | +$65.2K | 0.05% | 299 |
|
|
2022
Q1 | $1.16M | Buy |
6,784
+845
| +14% | +$144K | 0.05% | 319 |
|
|
2021
Q4 | $1.03M | Buy |
5,939
+34
| +0.6% | +$5.91K | 0.04% | 335 |
|
|
2021
Q3 | $894K | Buy |
5,905
+196
| +3% | +$29.7K | 0.04% | 336 |
|
|
2021
Q2 | $803K | Buy |
5,709
+1,833
| +47% | +$258K | 0.03% | 354 |
|
|
2021
Q1 | $472K | Sell |
3,876
-2,742
| -41% | -$334K | 0.02% | 400 |
|
|
2020
Q4 | $774K | Sell |
6,618
-2,919
| -31% | -$342K | 0.04% | 326 |
|
|
2020
Q3 | $1.09M | Buy |
9,537
+939
| +11% | +$108K | 0.06% | 278 |
|
|
2020
Q2 | $923K | Buy |
8,598
+935
| +12% | +$100K | 0.05% | 294 |
|
|
2020
Q1 | $663K | Buy |
7,663
+2,747
| +56% | +$237K | 0.05% | 289 |
|
|
2019
Q4 | $548K | Buy |
+4,916
| New | +$548K | 0.03% | 339 |
|