Caldwell Sutter Capital’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 | $65.6K | Buy |
300
+23
| +8% | +$5.03K | 0.03% | 320 |
|
|
2025
Q1 | $67.6K | Sell |
277
-11
| -4% | -$2.68K | 0.03% | 318 |
|
|
2024
Q4 | $61.2K | Buy |
288
+2
| +0.7% | +$425 | 0.03% | 331 |
|
|
2024
Q3 | $63.8K | Sell |
286
-3
| -1% | -$669 | 0.03% | 329 |
|
|
2024
Q2 | $60.9K | Sell |
289
-41
| -12% | -$8.64K | 0.03% | 329 |
|
|
2024
Q1 | $68K | Buy |
330
+35
| +12% | +$7.21K | 0.03% | 317 |
|
|
2023
Q4 | $55.9K | Buy |
295
+12
| +4% | +$2.27K | 0.03% | 320 |
|
|
2023
Q3 | $53.9K | Sell |
283
-125
| -31% | -$23.8K | 0.03% | 308 |
|
|
2023
Q2 | $76.7K | Hold |
408
| – | – | 0.04% | 282 |
|
|
2023
Q1 | $68K | Buy |
+408
| New | +$68K | 0.05% | 219 |
|