Wealthfront Advisers’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 | $13.3M | Sell |
60,602
-5,120
| -8% | -$1.12M | 0.03% | 179 |
|
|
2025
Q1 | $16M | Buy |
65,722
+5,992
| +10% | +$1.46M | 0.04% | 132 |
|
|
2024
Q4 | $12.7M | Buy |
59,730
+3,521
| +6% | +$748K | 0.04% | 144 |
|
|
2024
Q3 | $12.5M | Buy |
56,209
+447
| +0.8% | +$99.7K | 0.04% | 136 |
|
|
2024
Q2 | $11.8M | Buy |
55,762
+364
| +0.7% | +$76.7K | 0.04% | 132 |
|
|
2024
Q1 | $11.4M | Sell |
55,398
-258
| -0.5% | -$53.1K | 0.04% | 133 |
|
|
2023
Q4 | $10.5M | Sell |
55,656
-1,662
| -3% | -$315K | 0.04% | 130 |
|
|
2023
Q3 | $10.9M | Buy |
57,318
+127
| +0.2% | +$24.2K | 0.05% | 114 |
|
|
2023
Q2 | $10.8M | Sell |
57,191
-367
| -0.6% | -$69K | 0.05% | 118 |
|
|
2023
Q1 | $9.59M | Sell |
57,558
-4,049
| -7% | -$674K | 0.04% | 120 |
|
|
2022
Q4 | $10.2M | Buy |
61,607
+2,655
| +5% | +$439K | 0.05% | 113 |
|
|
2022
Q3 | $8.8M | Buy |
58,952
+12,760
| +28% | +$1.9M | 0.05% | 105 |
|
|
2022
Q2 | $7.17M | Buy |
46,192
+7,883
| +21% | +$1.22M | 0.04% | 134 |
|
|
2022
Q1 | $6.53M | Sell |
38,309
-2,267
| -6% | -$386K | 0.03% | 165 |
|
|
2021
Q4 | $7.05M | Buy |
40,576
+6,167
| +18% | +$1.07M | 0.03% | 139 |
|
|
2021
Q3 | $5.21M | Buy |
34,409
+8,802
| +34% | +$1.33M | 0.02% | 157 |
|
|
2021
Q2 | $3.6M | Buy |
25,607
+2,835
| +12% | +$399K | 0.02% | 175 |
|
|
2021
Q1 | $2.77M | Buy |
22,772
+4,178
| +22% | +$509K | 0.01% | 197 |
|
|
2020
Q4 | $2.18M | Sell |
18,594
-885
| -5% | -$104K | 0.01% | 205 |
|
|
2020
Q3 | $2.23M | Sell |
19,479
-229
| -1% | -$26.3K | 0.02% | 162 |
|
|
2020
Q2 | $2.12M | Sell |
19,708
-3,066
| -13% | -$329K | 0.02% | 157 |
|
|
2020
Q1 | $1.97M | Buy |
22,774
+922
| +4% | +$79.7K | 0.02% | 147 |
|
|
2019
Q4 | $2.44M | Buy |
21,852
+1,014
| +5% | +$113K | 0.02% | 144 |
|
|
2019
Q3 | $2.09M | Buy |
20,838
+832
| +4% | +$83.2K | 0.02% | 155 |
|
|
2019
Q2 | $2M | Buy |
20,006
+366
| +2% | +$36.5K | 0.02% | 157 |
|
|
2019
Q1 | $1.84M | Buy |
19,640
+208
| +1% | +$19.5K | 0.02% | 162 |
|
|
2018
Q4 | $1.55M | Buy |
+19,432
| New | +$1.55M | 0.02% | 168 |
|