Capital Advisors Inc’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 | $534K | Sell |
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|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $564K | Hold |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $538K | Hold |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $499K | Sell |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $430K | Hold |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $443K | Hold |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $356K | Buy |
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|
2020
Q2 | $357K | Hold |
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|
2020
Q1 | $260K | Sell |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $279K | Hold |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $280K | Buy |
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|
2017
Q3 | $285K | Hold |
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|
2017
Q2 | $265K | Hold |
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|
2017
Q1 | $252K | Buy |
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|
2016
Q4 | $203K | Hold |
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|
2016
Q3 | $202K | Hold |
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|
2016
Q2 | $205K | Buy |
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