Wallace Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $478K | Hold |
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|
2024
Q4 | $416K | Hold |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $404K | Hold |
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|
2023
Q4 | $371K | Hold |
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|
2023
Q3 | $373K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $386K | Hold |
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|
2021
Q4 | $425K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $262K | Hold |
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|
2020
Q1 | $211K | Hold |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Hold |
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|
2018
Q2 | $200K | Hold |
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|
2018
Q1 | $202K | Sell |
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|
2017
Q4 | $335K | Hold |
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|
2017
Q3 | $345K | Buy |
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|
2017
Q2 | $286K | Hold |
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|
2017
Q1 | $271K | Hold |
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|
2016
Q4 | $249K | Hold |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $223K | Buy |
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