Cannell & Spears’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 | – | Sell |
-879
| Closed | -$215K | – | 411 |
|
|
2025
Q1 | $215K | Buy |
+879
| New | +$215K | ﹤0.01% | 361 |
|
|
2024
Q4 | – | Sell |
-913
| Closed | -$204K | – | 413 |
|
|
2024
Q3 | $204K | Buy |
+913
| New | +$204K | ﹤0.01% | 385 |
|
|
2020
Q3 | – | Sell |
-15,717
| Closed | -$1.69M | – | 239 |
|
|
2020
Q2 | $1.69M | Buy |
15,717
+3,242
| +26% | +$348K | 0.18% | 64 |
|
|
2020
Q1 | $1.08M | Buy |
12,475
+1,384
| +12% | +$120K | 0.13% | 77 |
|
|
2019
Q4 | $1.24M | Hold |
11,091
| – | – | 0.13% | 59 |
|
|
2019
Q3 | $1.11M | Hold |
11,091
| – | – | 0.13% | 62 |
|
|
2019
Q2 | $1.11M | Buy |
+11,091
| New | +$1.11M | 0.13% | 62 |
|