Advisors Capital Management’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 | $492K | Sell |
2,251
-166
| -7% | -$36.3K | 0.01% | 380 |
|
2025
Q1 | $590K | Buy |
2,417
+225
| +10% | +$54.9K | 0.01% | 338 |
|
2024
Q4 | $466K | Buy |
2,192
+442
| +25% | +$93.9K | 0.01% | 385 |
|
2024
Q3 | $391K | Buy |
1,750
+65
| +4% | +$14.5K | 0.01% | 390 |
|
2024
Q2 | $355K | Buy |
1,685
+288
| +21% | +$60.7K | 0.01% | 398 |
|
2024
Q1 | $288K | Buy |
+1,397
| New | +$288K | 0.01% | 417 |
|
2022
Q2 | – | Sell |
-1,462
| Closed | -$249K | – | 450 |
|
2022
Q1 | $249K | Buy |
+1,462
| New | +$249K | 0.01% | 390 |
|