CWM
Calamos Wealth Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
53,696
+960
| +2% | +$210K | 0.5% | 54 |
|
|
2025
Q1 | $12.9M | Buy |
52,736
+631
| +1% | +$154K | 0.64% | 40 |
|
|
2024
Q4 | $11.1M | Buy |
52,105
+12,824
| +33% | +$2.72M | 0.55% | 48 |
|
|
2024
Q3 | $8.76M | Buy |
39,281
+194
| +0.5% | +$43.3K | 0.45% | 58 |
|
|
2024
Q2 | $8.24M | Buy |
39,087
+668
| +2% | +$141K | 0.44% | 55 |
|
|
2024
Q1 | $7.91M | Sell |
38,419
-16,671
| -30% | -$3.43M | 0.44% | 59 |
|
|
2023
Q4 | $10.4M | Sell |
55,090
-419
| -0.8% | -$79.4K | 0.66% | 42 |
|
|
2023
Q3 | $10.6M | Sell |
55,509
-590
| -1% | -$112K | 0.8% | 25 |
|
|
2023
Q2 | $10.6M | Sell |
56,099
-270
| -0.5% | -$50.8K | 0.77% | 27 |
|
|
2023
Q1 | $9.39M | Sell |
56,369
-2,191
| -4% | -$365K | 0.74% | 31 |
|
|
2022
Q4 | $9.69M | Sell |
58,560
-431
| -0.7% | -$71.3K | 0.75% | 31 |
|
|
2022
Q3 | $8.81M | Buy |
58,991
+1,954
| +3% | +$292K | 0.76% | 28 |
|
|
2022
Q2 | $8.86M | Buy |
57,037
+1,006
| +2% | +$156K | 0.79% | 32 |
|
|
2022
Q1 | $9.55M | Buy |
56,031
+3,607
| +7% | +$615K | 0.71% | 35 |
|
|
2021
Q4 | $9.11M | Buy |
52,424
+692
| +1% | +$120K | 0.67% | 34 |
|
|
2021
Q3 | $7.83M | Buy |
51,732
+504
| +1% | +$76.3K | 0.63% | 40 |
|
|
2021
Q2 | $7.21M | Sell |
51,228
-3,985
| -7% | -$561K | 0.56% | 44 |
|
|
2021
Q1 | $6.73M | Buy |
55,213
+885
| +2% | +$108K | 0.55% | 46 |
|
|
2020
Q4 | $6.36M | Buy |
54,328
+8
| +0% | +$936 | 0.58% | 47 |
|
|
2020
Q3 | $6.23M | Buy |
54,320
+13,503
| +33% | +$1.55M | 0.71% | 36 |
|
|
2020
Q2 | $4.38M | Buy |
40,817
+34,044
| +503% | +$3.66M | 0.55% | 49 |
|
|
2020
Q1 | $586K | Sell |
6,773
-436
| -6% | -$37.7K | 0.09% | 133 |
|
|
2019
Q4 | $803K | Buy |
7,209
+226
| +3% | +$25.2K | 0.09% | 138 |
|
|
2019
Q3 | $699K | Buy |
6,983
+173
| +3% | +$17.3K | 0.09% | 146 |
|
|
2019
Q2 | $679K | Sell |
6,810
-602
| -8% | -$60K | 0.09% | 146 |
|
|
2019
Q1 | $696K | Sell |
7,412
-395
| -5% | -$37.1K | 0.1% | 142 |
|
|
2018
Q4 | $623K | Sell |
7,807
-51,756
| -87% | -$4.13M | 0.09% | 145 |
|
|
2018
Q3 | $4.93M | Sell |
59,563
-5,106
| -8% | -$422K | 0.61% | 50 |
|
|
2018
Q2 | $5.3M | Sell |
64,669
-2,331
| -3% | -$191K | 0.66% | 50 |
|
|
2018
Q1 | $5.53M | Buy |
67,000
+58,590
| +697% | +$4.84M | 0.69% | 52 |
|
|
2017
Q4 | $684K | Buy |
8,410
+710
| +9% | +$57.7K | 0.09% | 144 |
|
|
2017
Q3 | $645K | Buy |
+7,700
| New | +$645K | 0.09% | 161 |
|