Caldwell Sutter Capital’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $63.9K | Buy |
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|
2025
Q2 | $65.6K | Buy |
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|
2025
Q1 | $67.6K | Sell |
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|
2024
Q4 | $61.2K | Buy |
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|
2024
Q3 | $63.8K | Sell |
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|
2024
Q2 | $60.9K | Sell |
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|
2024
Q1 | $68K | Buy |
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|
2023
Q4 | $55.9K | Buy |
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|
2023
Q3 | $53.9K | Sell |
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|
2023
Q2 | $76.7K | Hold |
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|
2023
Q1 | $68K | Buy |
|