Belpointe Asset 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 | $1.02M | Sell |
4,687
-3
| -0.1% | -$656 | 0.04% | 347 |
|
|
2025
Q1 | $1.14M | Sell |
4,690
-5,684
| -55% | -$1.39M | 0.06% | 301 |
|
|
2024
Q4 | $2.36M | Buy |
10,374
+1,749
| +20% | +$398K | 0.14% | 144 |
|
|
2024
Q3 | $1.92M | Sell |
8,625
-1,350
| -14% | -$301K | 0.12% | 179 |
|
|
2024
Q2 | $2.1M | Buy |
9,975
+944
| +10% | +$199K | 0.15% | 136 |
|
|
2024
Q1 | $1.86M | Sell |
9,031
-531
| -6% | -$109K | 0.14% | 138 |
|
|
2023
Q4 | $1.81M | Buy |
9,562
+80
| +0.8% | +$15.2K | 0.16% | 124 |
|
|
2023
Q3 | $1.8M | Buy |
9,482
+3,543
| +60% | +$674K | 0.19% | 110 |
|
|
2023
Q2 | $1.12M | Sell |
5,939
-4,598
| -44% | -$865K | 0.12% | 166 |
|
|
2023
Q1 | $1.75M | Sell |
10,537
-146
| -1% | -$24.3K | 0.09% | 222 |
|
|
2022
Q4 | $1.77M | Sell |
10,683
-91
| -0.8% | -$15.1K | 0.11% | 193 |
|
|
2022
Q3 | $1.61M | Buy |
10,774
+2,122
| +25% | +$317K | 0.11% | 198 |
|
|
2022
Q2 | $1.34M | Sell |
8,652
-167
| -2% | -$25.9K | 0.09% | 228 |
|
|
2022
Q1 | $1.5M | Buy |
8,819
+1,985
| +29% | +$338K | 0.09% | 237 |
|
|
2021
Q4 | $1.19M | Sell |
6,834
-3,059
| -31% | -$532K | 0.07% | 273 |
|
|
2021
Q3 | $1.5M | Sell |
9,893
-48
| -0.5% | -$7.27K | 0.1% | 212 |
|
|
2021
Q2 | $1.4M | Buy |
9,941
+1,864
| +23% | +$262K | 0.1% | 219 |
|
|
2021
Q1 | $984K | Sell |
8,077
-187
| -2% | -$22.8K | 0.08% | 254 |
|
|
2020
Q4 | $967K | Buy |
8,264
+198
| +2% | +$23.2K | 0.09% | 257 |
|
|
2020
Q3 | $925K | Hold |
8,066
| – | – | 0.1% | 220 |
|
|
2020
Q2 | $866K | Buy |
8,066
+77
| +1% | +$8.27K | 0.11% | 196 |
|
|
2020
Q1 | $691K | Sell |
7,989
-84
| -1% | -$7.27K | 0.12% | 198 |
|
|
2019
Q4 | $899K | Buy |
8,073
+37
| +0.5% | +$4.12K | 0.11% | 197 |
|
|
2019
Q3 | $804K | Buy |
8,036
+296
| +4% | +$29.6K | 0.13% | 168 |
|
|
2019
Q2 | $772K | Hold |
7,740
| – | – | 0.15% | 143 |
|
|
2019
Q1 | $727K | Sell |
7,740
-1,227
| -14% | -$115K | 0.14% | 120 |
|
|
2018
Q4 | $715K | Buy |
8,967
+3,782
| +73% | +$302K | 0.18% | 121 |
|
|
2018
Q3 | $429K | Buy |
5,185
+328
| +7% | +$27.1K | 0.07% | 292 |
|
|
2018
Q2 | $398K | Buy |
4,857
+1,066
| +28% | +$87.4K | 0.11% | 210 |
|
|
2018
Q1 | $313K | Sell |
3,791
-147
| -4% | -$12.1K | 0.09% | 247 |
|
|
2017
Q4 | $321K | Buy |
3,938
+61
| +2% | +$4.97K | 0.07% | 323 |
|
|
2017
Q3 | $325K | Buy |
+3,877
| New | +$325K | 0.08% | 298 |
|