Vontobel 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
Q2 | $9.75M | Sell |
44,592
-2,863
| -6% | -$626K | 0.03% | 236 |
|
|
2025
Q1 | $11.6M | Buy |
47,455
+19,074
| +67% | +$4.65M | 0.04% | 209 |
|
|
2024
Q4 | $6.03M | Buy |
28,381
+1,697
| +6% | +$360K | 0.02% | 289 |
|
|
2024
Q3 | $5.95M | Sell |
26,684
-615
| -2% | -$137K | 0.02% | 290 |
|
|
2024
Q2 | $5.75M | Sell |
27,299
-8,260
| -23% | -$1.74M | 0.02% | 285 |
|
|
2024
Q1 | $7.32M | Sell |
35,559
-7,499
| -17% | -$1.54M | 0.06% | 247 |
|
|
2023
Q4 | $8.16M | Sell |
43,058
-587
| -1% | -$111K | 0.07% | 225 |
|
|
2023
Q3 | $8.31M | Sell |
43,645
-1,793
| -4% | -$341K | 0.08% | 218 |
|
|
2023
Q2 | $8.55M | Sell |
45,438
-6,582
| -13% | -$1.24M | 0.08% | 223 |
|
|
2023
Q1 | $8.66M | Sell |
52,020
-717
| -1% | -$119K | 0.08% | 224 |
|
|
2022
Q4 | $8.68M | Sell |
52,737
-15,411
| -23% | -$2.54M | 0.09% | 217 |
|
|
2022
Q3 | $10.3M | Buy |
68,148
+53,280
| +358% | +$8.03M | 0.12% | 168 |
|
|
2022
Q2 | $2.31M | Buy |
14,868
+1,373
| +10% | +$213K | 0.02% | 368 |
|
|
2022
Q1 | $2.32M | Sell |
13,495
-409
| -3% | -$70.3K | 0.02% | 404 |
|
|
2021
Q4 | $2.41M | Buy |
13,904
+2,357
| +20% | +$409K | 0.02% | 404 |
|
|
2021
Q3 | $1.75M | Buy |
11,547
+4,250
| +58% | +$643K | 0.02% | 472 |
|
|
2021
Q2 | $1.03M | Buy |
7,297
+2,703
| +59% | +$381K | 0.01% | 589 |
|
|
2021
Q1 | $559K | Sell |
4,594
-18,515
| -80% | -$2.25M | ﹤0.01% | 643 |
|
|
2020
Q4 | $2.63M | Buy |
+23,109
| New | +$2.63M | 0.02% | 331 |
|