Capital Analysts LLC’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 | $38K | Buy |
170
+1
| +0.6% | +$224 | ﹤0.01% | 878 |
|
|
2025
Q1 | $41K | Buy |
169
+64
| +61% | +$15.5K | ﹤0.01% | 836 |
|
|
2024
Q4 | $22K | Sell |
105
-46
| -30% | -$9.64K | ﹤0.01% | 921 |
|
|
2024
Q3 | $34K | Sell |
151
-9
| -6% | -$2.03K | ﹤0.01% | 804 |
|
|
2024
Q2 | $34K | Sell |
160
-72
| -31% | -$15.3K | ﹤0.01% | 781 |
|
|
2024
Q1 | $47K | Buy |
232
+80
| +53% | +$16.2K | ﹤0.01% | 673 |
|
|
2023
Q4 | $29K | Sell |
152
-18
| -11% | -$3.43K | ﹤0.01% | 754 |
|
|
2023
Q3 | $32K | Buy |
170
+39
| +30% | +$7.34K | ﹤0.01% | 701 |
|
|
2023
Q2 | $25K | Buy |
131
+8
| +7% | +$1.53K | ﹤0.01% | 692 |
|
|
2023
Q1 | $20K | Sell |
123
-7
| -5% | -$1.14K | ﹤0.01% | 733 |
|
|
2022
Q4 | $21K | Sell |
130
-3
| -2% | -$485 | ﹤0.01% | 753 |
|
|
2022
Q3 | $20K | Buy |
133
+16
| +14% | +$2.41K | ﹤0.01% | 719 |
|
|
2022
Q2 | $18K | Buy |
117
+16
| +16% | +$2.46K | ﹤0.01% | 718 |
|
|
2022
Q1 | $17K | Hold |
101
| – | – | ﹤0.01% | 691 |
|
|
2021
Q4 | $18K | Hold |
101
| – | – | ﹤0.01% | 732 |
|
|
2021
Q3 | $15K | Buy |
101
+1
| +1% | +$149 | ﹤0.01% | 741 |
|
|
2021
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 704 |
|
|
2021
Q1 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 770 |
|