TOBAM’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 | $1K | Hold |
6
| – | – | ﹤0.01% | 249 |
|
|
2025
Q1 | $1K | Sell |
6
-689
| -99% | -$115K | ﹤0.01% | 248 |
|
|
2024
Q4 | $148K | Sell |
695
-184
| -21% | -$39.2K | 0.05% | 178 |
|
|
2024
Q3 | $196K | Hold |
879
| – | – | 0.04% | 187 |
|
|
2024
Q2 | $185K | Sell |
879
-1,178
| -57% | -$248K | 0.03% | 185 |
|
|
2024
Q1 | $424K | Hold |
2,057
| – | – | 0.04% | 154 |
|
|
2023
Q4 | $390K | Sell |
2,057
-323
| -14% | -$61.2K | 0.03% | 149 |
|
|
2023
Q3 | $453K | Hold |
2,380
| – | – | 0.04% | 144 |
|
|
2023
Q2 | $448K | Hold |
2,380
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $396K | Sell |
2,380
-205
| -8% | -$34.1K | 0.03% | 157 |
|
|
2022
Q4 | $428K | Hold |
2,585
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $386K | Hold |
2,585
| – | – | 0.03% | 166 |
|
|
2022
Q2 | $401K | Buy |
2,585
+212
| +9% | +$32.9K | 0.03% | 181 |
|
|
2022
Q1 | $404K | Buy |
2,373
+872
| +58% | +$148K | 0.02% | 182 |
|
|
2021
Q4 | $261K | Sell |
1,501
-233
| -13% | -$40.5K | 0.01% | 182 |
|
|
2021
Q3 | $263K | Hold |
1,734
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $244K | Hold |
1,734
| – | – | 0.01% | 183 |
|
|
2021
Q1 | $211K | Hold |
1,734
| – | – | 0.01% | 182 |
|
|
2020
Q4 | $203K | Hold |
1,734
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $199K | Buy |
+1,734
| New | +$199K | 0.01% | 166 |
|