USA Financial Formulas’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 | $478K | Buy |
2,185
+376
| +21% | +$82.2K | 0.08% | 87 |
|
|
2025
Q1 | $441K | Buy |
1,809
+816
| +82% | +$199K | 0.07% | 84 |
|
|
2024
Q4 | $211K | Sell |
993
-731
| -42% | -$155K | 0.03% | 160 |
|
|
2024
Q3 | $385K | Sell |
1,724
-136
| -7% | -$30.3K | 0.06% | 99 |
|
|
2024
Q2 | $392K | Buy |
1,860
+81
| +5% | +$17.1K | 0.06% | 103 |
|
|
2024
Q1 | $366K | Sell |
1,779
-6,150
| -78% | -$1.27M | 0.06% | 116 |
|
|
2023
Q4 | $1.5M | Buy |
7,929
+7,906
| +34,374% | +$1.5M | 0.26% | 38 |
|
|
2023
Q3 | $4.38K | Hold |
23
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $4.33K | Hold |
23
| – | – | 0.01% | 225 |
|
|
2023
Q1 | $3.83K | Buy |
+23
| New | +$3.83K | 0.01% | 185 |
|
|
2022
Q3 | $3K | Buy |
23
+6
| +35% | +$783 | ﹤0.01% | 149 |
|
|
2022
Q2 | $3K | Sell |
17
-22
| -56% | -$3.88K | ﹤0.01% | 180 |
|
|
2022
Q1 | $7K | Sell |
39
-8,251
| -100% | -$1.48M | 0.01% | 168 |
|
|
2021
Q4 | $1.44M | Buy |
8,290
+8,257
| +25,021% | +$1.44M | 1.24% | 36 |
|
|
2021
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $5K | Buy |
33
+9
| +38% | +$1.36K | ﹤0.01% | 262 |
|
|
2021
Q1 | $3K | Buy |
24
+3
| +14% | +$375 | ﹤0.01% | 252 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 236 |
|
|
2020
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 219 |
|
|
2020
Q2 | $2K | Sell |
21
-13,133
| -100% | -$1.25M | ﹤0.01% | 125 |
|
|
2020
Q1 | $1.14M | Buy |
+13,154
| New | +$1.14M | 0.72% | 54 |
|
|
2016
Q4 | – | Sell |
-43,207
| Closed | -$2.91M | – | 314 |
|
|
2016
Q3 | $2.91M | Buy |
+43,207
| New | +$2.91M | 0.75% | 43 |
|