Capital Advisors Inc’s Marsh & McLennan MMC Stock Holding History

Capital Advisors Inc’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$583K	Buy	2,667 +24	+0.9%	+$5.25K	0.01%	191
2025 Q1	$645K	Sell	2,643 -12	-0.5%	-$2.93K	0.01%	175
2024 Q4	$564K	Hold	2,655	–	–	0.01%	189
2024 Q3	$592K	Sell	2,655 -27	-1%	-$6.02K	0.01%	183
2024 Q2	$565K	Buy	2,682 +70	+3%	+$14.8K	0.01%	186
2024 Q1	$538K	Hold	2,612	–	–	0.01%	190
2023 Q4	$495K	Sell	2,612 -10	-0.4%	-$1.9K	0.01%	200
2023 Q3	$499K	Sell	2,622 -2	-0.1%	-$381	0.01%	170
2023 Q2	$494K	Buy	2,624 +22	+0.8%	+$4.14K	0.01%	176
2023 Q1	$433K	Buy	2,602 +2	+0.1%	+$333	0.01%	178
2022 Q4	$430K	Hold	2,600	–	–	0.01%	176
2022 Q3	$395K	Hold	2,600	–	–	0.01%	179
2022 Q2	$404K	Hold	2,600	–	–	0.01%	177
2022 Q1	$443K	Hold	2,600	–	–	0.01%	175
2021 Q4	$452K	Sell	2,600 -404	-13%	-$70.2K	0.01%	175
2021 Q3	$455K	Hold	3,004	–	–	0.01%	172
2021 Q2	$423K	Hold	3,004	–	–	0.01%	175
2021 Q1	$366K	Hold	3,004	–	–	0.01%	174
2020 Q4	$351K	Sell	3,004 -102	-3%	-$11.9K	0.01%	161
2020 Q3	$356K	Buy	3,106 +102	+3%	+$11.7K	0.01%	149
2020 Q2	$357K	Hold	3,004	–	–	0.01%	142
2020 Q1	$260K	Sell	3,004 -9	-0.3%	-$779	0.01%	141
2019 Q4	$336K	Buy	3,013 +9	+0.3%	+$1K	0.01%	148
2019 Q3	$300K	Hold	3,004	–	–	0.01%	152
2019 Q2	$300K	Buy	+3,004	New	+$300K	0.01%	152
2019 Q1	–	Sell	-3,404	Closed	-$271K	–	163
2018 Q4	$271K	Hold	3,404	–	–	0.02%	156
2018 Q3	$282K	Hold	3,404	–	–	0.02%	153
2018 Q2	$279K	Hold	3,404	–	–	0.02%	155
2018 Q1	$281K	Sell	3,404 -36	-1%	-$2.97K	0.02%	156
2017 Q4	$280K	Buy	3,440 +36	+1%	+$2.93K	0.02%	168
2017 Q3	$285K	Hold	3,404	–	–	0.02%	157
2017 Q2	$265K	Hold	3,404	–	–	0.02%	167
2017 Q1	$252K	Buy	3,404 +404	+13%	+$29.9K	0.02%	167
2016 Q4	$203K	Hold	3,000	–	–	0.01%	174
2016 Q3	$202K	Hold	3,000	–	–	0.03%	118
2016 Q2	$205K	Buy	+3,000	New	+$205K	0.03%	117