Wilmington Savings Fund Society’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 | $2.23M | Buy |
10,207
+68
| +0.7% | +$14.9K | 0.04% | 282 |
|
|
2025
Q1 | $2.47M | Sell |
10,139
-200
| -2% | -$48.8K | 0.05% | 266 |
|
|
2024
Q4 | $2.2M | Buy |
10,339
+1,699
| +20% | +$361K | 0.04% | 289 |
|
|
2024
Q3 | $1.93M | Buy |
8,640
+5,799
| +204% | +$1.29M | 0.03% | 320 |
|
|
2024
Q2 | $599K | Sell |
2,841
-76
| -3% | -$16K | 0.02% | 240 |
|
|
2024
Q1 | $601K | Buy |
+2,917
| New | +$601K | 0.02% | 246 |
|
|
2023
Q3 | $757K | Sell |
3,978
-140
| -3% | -$26.6K | 0.03% | 226 |
|
|
2023
Q2 | $775K | Buy |
4,118
+436
| +12% | +$82.1K | 0.03% | 234 |
|
|
2023
Q1 | $613K | Buy |
3,682
+739
| +25% | +$123K | 0.03% | 239 |
|
|
2022
Q4 | $487K | Hold |
2,943
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $439K | Sell |
2,943
-300
| -9% | -$44.8K | 0.02% | 257 |
|
|
2022
Q2 | $503K | Sell |
3,243
-1,422
| -30% | -$221K | 0.02% | 250 |
|
|
2022
Q1 | $795K | Buy |
4,665
+24
| +0.5% | +$4.09K | 0.03% | 240 |
|
|
2021
Q4 | $807K | Sell |
4,641
-1,200
| -21% | -$209K | 0.03% | 250 |
|
|
2021
Q3 | $884K | Buy |
5,841
+1,200
| +26% | +$182K | 0.03% | 240 |
|
|
2021
Q2 | $653K | Hold |
4,641
| – | – | 0.02% | 265 |
|
|
2021
Q1 | $565K | Hold |
4,641
| – | – | 0.02% | 268 |
|
|
2020
Q4 | $543K | Hold |
4,641
| – | – | 0.02% | 268 |
|
|
2020
Q3 | $532K | Hold |
4,641
| – | – | 0.02% | 261 |
|
|
2020
Q2 | $498K | Sell |
4,641
-984
| -17% | -$106K | 0.02% | 257 |
|
|
2020
Q1 | $486K | Buy |
5,625
+2,180
| +63% | +$188K | 0.03% | 244 |
|
|
2019
Q4 | $384K | Buy |
3,445
+78
| +2% | +$8.69K | 0.02% | 273 |
|
|
2019
Q3 | $337K | Hold |
3,367
| – | – | 0.02% | 278 |
|
|
2019
Q2 | $336K | Sell |
3,367
-97
| -3% | -$9.68K | 0.02% | 285 |
|
|
2019
Q1 | $325K | Sell |
3,464
-752
| -18% | -$70.6K | 0.02% | 289 |
|
|
2018
Q4 | $336K | Buy |
4,216
+102
| +2% | +$8.13K | 0.02% | 285 |
|
|
2018
Q3 | $341K | Buy |
4,114
+541
| +15% | +$44.8K | 0.02% | 292 |
|
|
2018
Q2 | $293K | Hold |
3,573
| – | – | 0.02% | 306 |
|
|
2018
Q1 | $295K | Buy |
+3,573
| New | +$295K | 0.02% | 289 |
|
|
2016
Q1 | – | Sell |
-7,975
| Closed | -$442K | – | 352 |
|
|
2015
Q4 | $442K | Hold |
7,975
| – | – | 0.03% | 252 |
|
|
2015
Q3 | $416K | Sell |
7,975
-103
| -1% | -$5.37K | 0.03% | 252 |
|
|
2015
Q2 | $458K | Sell |
8,078
-597
| -7% | -$33.8K | 0.03% | 255 |
|
|
2015
Q1 | $486K | Hold |
8,675
| – | – | 0.03% | 250 |
|
|
2014
Q4 | $497K | Buy |
8,675
+403
| +5% | +$23.1K | 0.03% | 257 |
|
|
2014
Q3 | $433K | Sell |
8,272
-300
| -3% | -$15.7K | 0.02% | 268 |
|
|
2014
Q2 | $444K | Hold |
8,572
| – | – | 0.02% | 277 |
|
|
2014
Q1 | $422K | Buy |
8,572
+300
| +4% | +$14.8K | 0.02% | 287 |
|
|
2013
Q4 | $400K | Hold |
8,272
| – | – | 0.02% | 288 |
|
|
2013
Q3 | $360K | Hold |
8,272
| – | – | 0.02% | 301 |
|
|
2013
Q2 | $330K | Buy |
+8,272
| New | +$330K | 0.02% | 301 |
|