Cape Investment Advisory’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 | $1.53K | Hold |
7
| – | – | ﹤0.01% | 984 |
|
|
2025
Q1 | $1.71K | Sell |
7
-1
| -13% | -$244 | ﹤0.01% | 911 |
|
|
2024
Q4 | $1.7K | Buy |
+8
| New | +$1.7K | ﹤0.01% | 897 |
|
|
2024
Q1 | – | Sell |
-6
| Closed | -$1.14K | – | 1078 |
|
|
2023
Q4 | $1.14K | Buy |
+6
| New | +$1.14K | ﹤0.01% | 997 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$5.83K | – | 954 |
|
|
2023
Q1 | $5.83K | Buy |
+35
| New | +$5.83K | ﹤0.01% | 637 |
|