Unigestion Holding’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $47.2M | Sell |
193,484
-5,583
| -3% | -$1.36M | 2.77% | 6 |
|
|
2024
Q4 | $42.3M | Sell |
199,067
-38,308
| -16% | -$8.14M | 2.43% | 9 |
|
|
2024
Q3 | $53M | Sell |
237,375
-33,223
| -12% | -$7.41M | 2.56% | 5 |
|
|
2024
Q2 | $51.3M | Sell |
270,598
-1,808
| -0.7% | -$343K | 2.82% | 6 |
|
|
2024
Q1 | $56.1M | Buy |
272,406
+1,808
| +0.7% | +$372K | 2.74% | 4 |
|
|
2023
Q4 | $51.3M | Buy |
270,598
+13,884
| +5% | +$2.63M | 2.82% | 6 |
|
|
2023
Q3 | $48.9M | Sell |
256,714
-3,750
| -1% | -$714K | 3% | 6 |
|
|
2023
Q2 | $48.4M | Sell |
260,464
-14,432
| -5% | -$2.68M | 2.8% | 8 |
|
|
2023
Q1 | $45.3M | Sell |
274,896
-29,821
| -10% | -$4.92M | 2.46% | 10 |
|
|
2022
Q4 | $50.8M | Buy |
304,717
+15,244
| +5% | +$2.54M | 2.69% | 9 |
|
|
2022
Q3 | $43.6M | Buy |
289,473
+74,811
| +35% | +$11.3M | 2.53% | 12 |
|
|
2022
Q2 | $33.3M | Buy |
214,662
+90,493
| +73% | +$14M | 1.87% | 20 |
|
|
2022
Q1 | $21.2M | Buy |
124,169
+2,456
| +2% | +$419K | 0.91% | 38 |
|
|
2021
Q4 | $21.2M | Sell |
121,713
-342,094
| -74% | -$59.4M | 0.86% | 38 |
|
|
2021
Q3 | $70.2M | Sell |
463,807
-86,826
| -16% | -$13.1M | 2.84% | 9 |
|
|
2021
Q2 | $77.6M | Sell |
550,633
-72,407
| -12% | -$10.2M | 2.79% | 6 |
|
|
2021
Q1 | $75.9M | Sell |
623,040
-68,600
| -10% | -$8.36M | 2.7% | 7 |
|
|
2020
Q4 | $80.9M | Buy |
691,640
+13,684
| +2% | +$1.6M | 2.77% | 12 |
|
|
2020
Q3 | $77.7M | Sell |
677,956
-71,988
| -10% | -$8.25M | 2.67% | 13 |
|
|
2020
Q2 | $80.5M | Buy |
749,944
+62,373
| +9% | +$6.69M | 2.72% | 10 |
|
|
2020
Q1 | $59.3M | Buy |
+687,571
| New | +$59.3M | 2.21% | 13 |
|
|
2019
Q3 | $88.1M | Buy |
880,261
+225,769
| +34% | +$22.6M | 2.44% | 6 |
|
|
2019
Q2 | $65.3M | Sell |
654,492
-321,885
| -33% | -$32.1M | 1.74% | 14 |
|
|
2019
Q1 | $91.7M | Buy |
976,377
+11,869
| +1% | +$1.11M | 2.45% | 5 |
|
|
2018
Q4 | $76.9M | Sell |
964,508
-7,101
| -0.7% | -$566K | 1.93% | 8 |
|
|
2018
Q3 | $80.4M | Buy |
971,609
+305,948
| +46% | +$25.3M | 1.7% | 7 |
|
|
2018
Q2 | $54.6M | Buy |
+665,661
| New | +$54.6M | 1.08% | 25 |
|