CWM
Cahaba Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
1,492
-262
| -15% | -$57.3K | 0.03% | 120 |
|
|
2025
Q1 | $428K | Hold |
1,754
| – | – | 0.04% | 97 |
|
|
2024
Q4 | $373K | Buy |
1,754
+1
| +0.1% | +$212 | 0.03% | 106 |
|
|
2024
Q3 | $391K | Hold |
1,753
| – | – | 0.03% | 103 |
|
|
2024
Q2 | $369K | Sell |
1,753
-59
| -3% | -$12.4K | 0.03% | 104 |
|
|
2024
Q1 | $373K | Buy |
1,812
+1
| +0.1% | +$206 | 0.03% | 104 |
|
|
2023
Q4 | $343K | Sell |
1,811
-170
| -9% | -$32.2K | 0.03% | 98 |
|
|
2023
Q3 | $377K | Buy |
1,981
+1
| +0.1% | +$190 | 0.04% | 92 |
|
|
2023
Q2 | $372K | Sell |
1,980
-264
| -12% | -$49.7K | 0.04% | 96 |
|
|
2023
Q1 | $374K | Sell |
2,244
-80
| -3% | -$13.3K | 0.04% | 94 |
|
|
2022
Q4 | $385K | Sell |
2,324
-4
| -0.2% | -$662 | 0.05% | 91 |
|
|
2022
Q3 | $347K | Sell |
2,328
-91
| -4% | -$13.6K | 0.05% | 92 |
|
|
2022
Q2 | $375K | Sell |
2,419
-339
| -12% | -$52.6K | 0.05% | 88 |
|
|
2022
Q1 | $446K | Sell |
2,758
-70
| -2% | -$11.3K | 0.06% | 87 |
|
|
2021
Q4 | $492K | Sell |
2,828
-19
| -0.7% | -$3.31K | 0.07% | 84 |
|
|
2021
Q3 | $431K | Buy |
+2,847
| New | +$431K | 0.06% | 84 |
|