Wimmer Associates 1’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 | $1.36M | Buy |
6,208
+50
| +0.8% | +$10.9K | 0.69% | 37 |
|
|
2025
Q1 | $1.38M | Sell |
6,158
-947
| -13% | -$212K | 0.73% | 37 |
|
|
2024
Q4 | $1.51M | Sell |
7,105
-465
| -6% | -$98.8K | 0.75% | 33 |
|
|
2024
Q3 | $1.69M | Sell |
7,570
-40
| -0.5% | -$8.92K | 0.83% | 32 |
|
|
2024
Q2 | $1.6M | Hold |
7,610
| – | – | 0.82% | 31 |
|
|
2024
Q1 | $1.57M | Buy |
7,610
+150
| +2% | +$30.9K | 0.82% | 35 |
|
|
2023
Q4 | $1.41M | Sell |
7,460
-231
| -3% | -$43.8K | 0.8% | 34 |
|
|
2023
Q3 | $1.46M | Sell |
7,691
-364
| -5% | -$69.3K | 0.91% | 33 |
|
|
2023
Q2 | $1.51M | Sell |
8,055
-115
| -1% | -$21.6K | 0.91% | 34 |
|
|
2023
Q1 | $1.48M | Sell |
8,170
-116
| -1% | -$21.1K | 0.95% | 33 |
|
|
2022
Q4 | $1.37M | Hold |
8,286
| – | – | 0.9% | 34 |
|
|
2022
Q3 | $1.34M | Buy |
8,286
+100
| +1% | +$16.1K | 0.89% | 34 |
|
|
2022
Q2 | $1.27M | Sell |
8,186
-460
| -5% | -$71.4K | 0.83% | 38 |
|
|
2022
Q1 | $1.47M | Sell |
8,646
-197
| -2% | -$33.6K | 0.82% | 37 |
|
|
2021
Q4 | $1.54M | Buy |
8,843
+22
| +0.2% | +$3.82K | 0.82% | 38 |
|
|
2021
Q3 | $1.34M | Buy |
8,821
+2
| +0% | +$303 | 0.79% | 39 |
|
|
2021
Q2 | $1.24M | Sell |
8,819
-44
| -0.5% | -$6.19K | 0.73% | 42 |
|
|
2021
Q1 | $1.08M | Sell |
8,863
-24
| -0.3% | -$2.92K | 0.59% | 48 |
|
|
2020
Q4 | $1.04M | Buy |
8,887
+83
| +0.9% | +$9.71K | 0.62% | 44 |
|
|
2020
Q3 | $1.01M | Sell |
8,804
-564
| -6% | -$64.7K | 0.68% | 43 |
|
|
2020
Q2 | $1.09M | Sell |
9,368
-255
| -3% | -$29.7K | 0.85% | 35 |
|
|
2020
Q1 | $832K | Sell |
9,623
-174
| -2% | -$15K | 0.77% | 38 |
|
|
2019
Q4 | $1.09M | Buy |
9,797
+2
| +0% | +$223 | 0.87% | 38 |
|
|
2019
Q3 | $980K | Buy |
9,795
+1
| +0% | +$100 | 0.85% | 41 |
|
|
2019
Q2 | $977K | Buy |
9,794
+1
| +0% | +$100 | 0.85% | 41 |
|
|
2019
Q1 | $920K | Buy |
9,793
+1
| +0% | +$94 | 0.82% | 44 |
|
|
2018
Q4 | $781K | Sell |
9,792
-574
| -6% | -$45.8K | 0.77% | 44 |
|
|
2018
Q3 | $857K | Sell |
10,366
-24
| -0.2% | -$1.98K | 0.71% | 46 |
|
|
2018
Q2 | $852K | Sell |
10,390
-148
| -1% | -$12.1K | 0.76% | 44 |
|
|
2018
Q1 | $870K | Buy |
10,538
+1
| +0% | +$83 | 0.77% | 46 |
|
|
2017
Q4 | $858K | Sell |
10,537
-229
| -2% | -$18.6K | 0.77% | 45 |
|
|
2017
Q3 | $902K | Buy |
10,766
+1
| +0% | +$84 | 0.83% | 46 |
|
|
2017
Q2 | $839K | Buy |
10,765
+1
| +0% | +$78 | 0.77% | 46 |
|
|
2017
Q1 | $795K | Sell |
10,764
-519
| -5% | -$38.3K | 0.74% | 48 |
|
|
2016
Q4 | $763K | Buy |
11,283
+483
| +4% | +$32.7K | 0.71% | 49 |
|
|
2016
Q3 | $726K | Sell |
10,800
-110
| -1% | -$7.39K | 0.65% | 49 |
|
|
2016
Q2 | $747K | Sell |
10,910
-160
| -1% | -$11K | 0.67% | 49 |
|
|
2016
Q1 | $673K | Sell |
11,070
-105
| -0.9% | -$6.38K | 0.62% | 54 |
|
|
2015
Q4 | $620K | Buy |
+11,175
| New | +$620K | 0.65% | 54 |
|