Allred 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 | $818K | Sell |
3,741
-204
| -5% | -$44.6K | 0.31% | 75 |
|
|
2025
Q1 | $963K | Sell |
3,945
-39
| -1% | -$9.52K | 0.38% | 64 |
|
|
2024
Q4 | $846K | Sell |
3,984
-210
| -5% | -$44.6K | 0.33% | 70 |
|
|
2024
Q3 | $936K | Sell |
4,194
-99
| -2% | -$22.1K | 0.37% | 64 |
|
|
2024
Q2 | $905K | Sell |
4,293
-265
| -6% | -$55.8K | 0.35% | 65 |
|
|
2024
Q1 | $939K | Sell |
4,558
-38
| -0.8% | -$7.83K | 0.37% | 59 |
|
|
2023
Q4 | $871K | Sell |
4,596
-255
| -5% | -$48.3K | 0.38% | 56 |
|
|
2023
Q3 | $923K | Sell |
4,851
-156
| -3% | -$29.7K | 0.46% | 47 |
|
|
2023
Q2 | $942K | Sell |
5,007
-633
| -11% | -$119K | 0.46% | 46 |
|
|
2023
Q1 | $939K | Sell |
5,640
-19
| -0.3% | -$3.16K | 0.5% | 46 |
|
|
2022
Q4 | $937K | Sell |
5,659
-2
| -0% | -$331 | 0.51% | 48 |
|
|
2022
Q3 | $845K | Buy |
5,661
+4
| +0.1% | +$597 | 0.53% | 49 |
|
|
2022
Q2 | $878K | Sell |
5,657
-419
| -7% | -$65K | 0.55% | 49 |
|
|
2022
Q1 | $1.04M | Sell |
6,076
-222
| -4% | -$37.8K | 0.55% | 47 |
|
|
2021
Q4 | $1.09M | Sell |
6,298
-116
| -2% | -$20.2K | 0.53% | 46 |
|
|
2021
Q3 | $971K | Sell |
6,414
-907
| -12% | -$137K | 0.51% | 50 |
|
|
2021
Q2 | $1.03M | Sell |
7,321
-296
| -4% | -$41.6K | 0.51% | 53 |
|
|
2021
Q1 | $928K | Sell |
7,617
-1,051
| -12% | -$128K | 0.42% | 58 |
|
|
2020
Q4 | $1.01M | Sell |
8,668
-109
| -1% | -$12.8K | 0.55% | 51 |
|
|
2020
Q3 | $1.01M | Sell |
8,777
-385
| -4% | -$44.1K | 0.61% | 42 |
|
|
2020
Q2 | $983K | Buy |
9,162
+57
| +0.6% | +$6.12K | 0.62% | 46 |
|
|
2020
Q1 | $787K | Buy |
9,105
+59
| +0.7% | +$5.1K | 0.61% | 47 |
|
|
2019
Q4 | $1.01M | Sell |
9,046
-23
| -0.3% | -$2.56K | 0.55% | 43 |
|
|
2019
Q3 | $891K | Sell |
9,069
-411
| -4% | -$40.4K | 0.54% | 50 |
|
|
2019
Q2 | $967K | Sell |
9,480
-95
| -1% | -$9.69K | 0.55% | 52 |
|
|
2019
Q1 | $904K | Sell |
9,575
-164
| -2% | -$15.5K | 0.51% | 56 |
|
|
2018
Q4 | $776K | Buy |
+9,739
| New | +$776K | 0.52% | 60 |
|