Capital Advisors Ltd’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 | $51K | Buy |
232
+10
| +5% | +$2.2K | 0.01% | 466 |
|
|
2025
Q1 | $54K | Buy |
222
+27
| +14% | +$6.57K | 0.01% | 442 |
|
|
2024
Q4 | $41K | Sell |
195
-2
| -1% | -$421 | 0.01% | 493 |
|
|
2024
Q3 | $44K | Hold |
197
| – | – | 0.01% | 478 |
|
|
2024
Q2 | $42K | Sell |
197
-1
| -0.5% | -$213 | 0.01% | 475 |
|
|
2024
Q1 | $41K | Buy |
198
+7
| +4% | +$1.45K | 0.01% | 470 |
|
|
2023
Q4 | $36K | Hold |
191
| – | – | 0.01% | 475 |
|
|
2023
Q3 | $36K | Hold |
191
| – | – | 0.01% | 459 |
|
|
2023
Q2 | $36K | Buy |
+191
| New | +$36K | 0.01% | 476 |
|
|
2023
Q1 | – | Sell |
-135
| Closed | -$22K | – | 1414 |
|
|
2022
Q4 | $22K | Buy |
135
+76
| +129% | +$12.4K | ﹤0.01% | 454 |
|
|
2022
Q3 | $9K | Buy |
59
+26
| +79% | +$3.97K | ﹤0.01% | 551 |
|
|
2022
Q2 | $5K | Buy |
33
+14
| +74% | +$2.12K | ﹤0.01% | 578 |
|
|
2022
Q1 | $3K | Buy |
19
+14
| +280% | +$2.21K | ﹤0.01% | 614 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 714 |
|
|
2019
Q3 | – | Sell |
-309
| Closed | -$31K | – | 434 |
|
|
2019
Q2 | $31K | Buy |
+309
| New | +$31K | 0.01% | 309 |
|