Wells Fargo’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 | $779M | Sell |
3,563,950
-25,892
| -0.7% | -$5.66M | 0.16% | 119 |
|
|
2025
Q1 | $876M | Buy |
3,589,842
+123,560
| +4% | +$30.2M | 0.2% | 100 |
|
|
2024
Q4 | $736M | Buy |
3,466,282
+226,961
| +7% | +$48.2M | 0.17% | 118 |
|
|
2024
Q3 | $723M | Sell |
3,239,321
-67,728
| -2% | -$15.1M | 0.16% | 120 |
|
|
2024
Q2 | $697M | Buy |
3,307,049
+1,993
| +0.1% | +$420K | 0.17% | 119 |
|
|
2024
Q1 | $681M | Buy |
3,305,056
+27,024
| +0.8% | +$5.57M | 0.16% | 118 |
|
|
2023
Q4 | $621M | Sell |
3,278,032
-95,940
| -3% | -$18.2M | 0.16% | 121 |
|
|
2023
Q3 | $642M | Buy |
3,373,972
+303,429
| +10% | +$57.7M | 0.19% | 109 |
|
|
2023
Q2 | $578M | Sell |
3,070,543
-35,936
| -1% | -$6.76M | 0.16% | 130 |
|
|
2023
Q1 | $517M | Buy |
3,106,479
+56,018
| +2% | +$9.33M | 0.15% | 141 |
|
|
2022
Q4 | $505M | Buy |
3,050,461
+113,516
| +4% | +$18.8M | 0.15% | 134 |
|
|
2022
Q3 | $438M | Buy |
2,936,945
+14,802
| +0.5% | +$2.21M | 0.14% | 139 |
|
|
2022
Q2 | $454M | Sell |
2,922,143
-92,134
| -3% | -$14.3M | 0.14% | 142 |
|
|
2022
Q1 | $514M | Buy |
3,014,277
+552,347
| +22% | +$94.1M | 0.13% | 152 |
|
|
2021
Q4 | $428M | Sell |
2,461,930
-609,277
| -20% | -$106M | 0.11% | 179 |
|
|
2021
Q3 | $465M | Buy |
3,071,207
+1,195,332
| +64% | +$181M | 0.1% | 186 |
|
|
2021
Q2 | $264M | Sell |
1,875,875
-417,883
| -18% | -$58.8M | 0.06% | 309 |
|
|
2021
Q1 | $279M | Sell |
2,293,758
-540,706
| -19% | -$65.9M | 0.06% | 294 |
|
|
2020
Q4 | $332M | Buy |
2,834,464
+419,541
| +17% | +$49.1M | 0.08% | 238 |
|
|
2020
Q3 | $277M | Buy |
2,414,923
+98,391
| +4% | +$11.3M | 0.08% | 247 |
|
|
2020
Q2 | $249M | Buy |
2,316,532
+99,205
| +4% | +$10.7M | 0.07% | 262 |
|
|
2020
Q1 | $192M | Sell |
2,217,327
-6,179
| -0.3% | -$534K | 0.07% | 272 |
|
|
2019
Q4 | $248M | Buy |
2,223,506
+164,767
| +8% | +$18.4M | 0.07% | 286 |
|
|
2019
Q3 | $206M | Buy |
2,058,739
+61,553
| +3% | +$6.16M | 0.06% | 333 |
|
|
2019
Q2 | $199M | Buy |
1,997,186
+8,450
| +0.4% | +$843K | 0.06% | 333 |
|
|
2019
Q1 | $187M | Buy |
1,988,736
+3,717
| +0.2% | +$349K | 0.06% | 338 |
|
|
2018
Q4 | $158M | Sell |
1,985,019
-87,783
| -4% | -$7M | 0.05% | 358 |
|
|
2018
Q3 | $171M | Buy |
2,072,802
+118,154
| +6% | +$9.77M | 0.05% | 395 |
|
|
2018
Q2 | $160M | Sell |
1,954,648
-104,035
| -5% | -$8.53M | 0.05% | 398 |
|
|
2018
Q1 | $170M | Sell |
2,058,683
-113,271
| -5% | -$9.36M | 0.05% | 382 |
|
|
2017
Q4 | $177M | Buy |
2,171,954
+595,443
| +38% | +$48.5M | 0.05% | 366 |
|
|
2017
Q3 | $132M | Buy |
1,576,511
+8,518
| +0.5% | +$714K | 0.04% | 448 |
|
|
2017
Q2 | $122M | Buy |
1,567,993
+79,493
| +5% | +$6.2M | 0.04% | 478 |
|
|
2017
Q1 | $110M | Sell |
1,488,500
-61,014
| -4% | -$4.51M | 0.04% | 501 |
|
|
2016
Q4 | $105M | Sell |
1,549,514
-6,864
| -0.4% | -$464K | 0.04% | 499 |
|
|
2016
Q3 | $105M | Buy |
1,556,378
+79,689
| +5% | +$5.36M | 0.04% | 494 |
|
|
2016
Q2 | $101M | Buy |
1,476,689
+5,340
| +0.4% | +$366K | 0.04% | 472 |
|
|
2016
Q1 | $89.4M | Buy |
1,471,349
+172,298
| +13% | +$10.5M | 0.04% | 505 |
|
|
2015
Q4 | $72M | Sell |
1,299,051
-48,965
| -4% | -$2.72M | 0.03% | 590 |
|
|
2015
Q3 | $70.4M | Buy |
1,348,016
+26,875
| +2% | +$1.4M | 0.03% | 591 |
|
|
2015
Q2 | $74.9M | Buy |
1,321,141
+39,445
| +3% | +$2.24M | 0.03% | 627 |
|
|
2015
Q1 | $71.9M | Sell |
1,281,696
-188,885
| -13% | -$10.6M | 0.03% | 618 |
|
|
2014
Q4 | $84.2M | Buy |
1,470,581
+363,705
| +33% | +$20.8M | 0.03% | 536 |
|
|
2014
Q3 | $57.9M | Buy |
1,106,876
+14,910
| +1% | +$780K | 0.02% | 670 |
|
|
2014
Q2 | $56.6M | Buy |
1,091,966
+18,908
| +2% | +$980K | 0.02% | 718 |
|
|
2014
Q1 | $52.9M | Buy |
1,073,058
+53,732
| +5% | +$2.65M | 0.02% | 735 |
|
|
2013
Q4 | $49.3M | Sell |
1,019,326
-27,635
| -3% | -$1.34M | 0.02% | 740 |
|
|
2013
Q3 | $45.6M | Buy |
1,046,961
+42,062
| +4% | +$1.83M | 0.02% | 738 |
|
|
2013
Q2 | $40.1M | Buy |
+1,004,899
| New | +$40.1M | 0.02% | 733 |
|