VDI
Vaughan David Investments’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.4M | Sell |
248,761
-3,285
| -1% | -$718K | 1.22% | 23 |
|
|
2025
Q1 | $61.5M | Sell |
252,046
-2,200
| -0.9% | -$537K | 1.44% | 11 |
|
|
2024
Q4 | $54M | Buy |
254,246
+351
| +0.1% | +$74.6K | 1.28% | 18 |
|
|
2024
Q3 | $56.6M | Sell |
253,895
-672
| -0.3% | -$150K | 1.3% | 14 |
|
|
2024
Q2 | $53.6M | Sell |
254,567
-40
| -0% | -$8.43K | 1.36% | 15 |
|
|
2024
Q1 | $52.4M | Sell |
254,607
-740
| -0.3% | -$152K | 1.3% | 15 |
|
|
2023
Q4 | $48.4M | Buy |
255,347
+699
| +0.3% | +$132K | 1.32% | 18 |
|
|
2023
Q3 | $48.5M | Sell |
254,648
-247
| -0.1% | -$47K | 1.47% | 12 |
|
|
2023
Q2 | $47.9M | Buy |
254,895
+712
| +0.3% | +$134K | 1.4% | 13 |
|
|
2023
Q1 | $42.3M | Sell |
254,183
-3,414
| -1% | -$569K | 1.28% | 20 |
|
|
2022
Q4 | $42.6M | Sell |
257,597
-1,083
| -0.4% | -$179K | 1.27% | 22 |
|
|
2022
Q3 | $38.6M | Buy |
258,680
+592
| +0.2% | +$88.4K | 1.29% | 20 |
|
|
2022
Q2 | $40.1M | Buy |
258,088
+1,628
| +0.6% | +$253K | 1.28% | 18 |
|
|
2022
Q1 | $43.7M | Buy |
256,460
+760
| +0.3% | +$130K | 1.29% | 19 |
|
|
2021
Q4 | $44.4M | Sell |
255,700
-4,549
| -2% | -$791K | 1.3% | 20 |
|
|
2021
Q3 | $39.4M | Sell |
260,249
-5,768
| -2% | -$873K | 1.26% | 23 |
|
|
2021
Q2 | $37.4M | Buy |
266,017
+683
| +0.3% | +$96.1K | 1.17% | 29 |
|
|
2021
Q1 | $32.3M | Sell |
265,334
-7,133
| -3% | -$869K | 1.02% | 37 |
|
|
2020
Q4 | $31.9M | Sell |
272,467
-732
| -0.3% | -$85.6K | 1.09% | 33 |
|
|
2020
Q3 | $31.3M | Sell |
273,199
-1,500
| -0.5% | -$172K | 1.22% | 27 |
|
|
2020
Q2 | $29.5M | Buy |
274,699
+830
| +0.3% | +$89.1K | 1.21% | 26 |
|
|
2020
Q1 | $23.7M | Sell |
273,869
-1,896
| -0.7% | -$164K | 1.1% | 33 |
|
|
2019
Q4 | $30.7M | Sell |
275,765
-3,974
| -1% | -$443K | 1.13% | 31 |
|
|
2019
Q3 | $28M | Sell |
279,739
-47
| -0% | -$4.7K | 1.07% | 32 |
|
|
2019
Q2 | $27.9M | Sell |
279,786
-730
| -0.3% | -$72.8K | 1.11% | 28 |
|
|
2019
Q1 | $26.3M | Buy |
280,516
+310
| +0.1% | +$29.1K | 1.11% | 30 |
|
|
2018
Q4 | $22.3M | Sell |
280,206
-11,225
| -4% | -$895K | 1.04% | 38 |
|
|
2018
Q3 | $24.1M | Buy |
291,431
+727
| +0.3% | +$60.1K | 1.02% | 42 |
|
|
2018
Q2 | $23.8M | Sell |
290,704
-1,248
| -0.4% | -$102K | 1.11% | 40 |
|
|
2018
Q1 | $24.1M | Buy |
291,952
+2,980
| +1% | +$246K | 1.14% | 35 |
|
|
2017
Q4 | $23.5M | Buy |
288,972
+7,468
| +3% | +$608K | 1.09% | 42 |
|
|
2017
Q3 | $23.6M | Sell |
281,504
-1,240
| -0.4% | -$104K | 1.16% | 35 |
|
|
2017
Q2 | $22M | Buy |
282,744
+4,099
| +1% | +$320K | 1.11% | 41 |
|
|
2017
Q1 | $20.6M | Buy |
278,645
+2,830
| +1% | +$209K | 1.07% | 49 |
|
|
2016
Q4 | $18.6M | Sell |
275,815
-2,075
| -0.7% | -$140K | 1% | 60 |
|
|
2016
Q3 | $18.7M | Buy |
277,890
+1,300
| +0.5% | +$87.4K | 1.02% | 59 |
|
|
2016
Q2 | $18.9M | Sell |
276,590
-12,321
| -4% | -$843K | 1.04% | 56 |
|
|
2016
Q1 | $17.6M | Sell |
288,911
-357
| -0.1% | -$21.7K | 1% | 60 |
|
|
2015
Q4 | $16M | Buy |
289,268
+300
| +0.1% | +$16.6K | 0.96% | 65 |
|
|
2015
Q3 | $15.1M | Sell |
288,968
-16,235
| -5% | -$848K | 0.95% | 65 |
|
|
2015
Q2 | $17.3M | Buy |
305,203
+609
| +0.2% | +$34.5K | 1.02% | 55 |
|
|
2015
Q1 | $17.1M | Buy |
304,594
+1,720
| +0.6% | +$96.5K | 1.01% | 60 |
|
|
2014
Q4 | $17.3M | Sell |
302,874
-26,676
| -8% | -$1.53M | 1% | 64 |
|
|
2014
Q3 | $17.2M | Buy |
329,550
+450
| +0.1% | +$23.6K | 1.05% | 52 |
|
|
2014
Q2 | $17.1M | Buy |
329,100
+4,850
| +1% | +$251K | 1.02% | 57 |
|
|
2014
Q1 | $16M | Buy |
324,250
+3,750
| +1% | +$185K | 1% | 59 |
|
|
2013
Q4 | $15.5M | Buy |
320,500
+1,075
| +0.3% | +$52K | 1% | 58 |
|
|
2013
Q3 | $13.9M | Buy |
319,425
+8,825
| +3% | +$384K | 0.97% | 64 |
|
|
2013
Q2 | $12.4M | Buy |
+310,600
| New | +$12.4M | 0.88% | 68 |
|