Capital Asset Advisory Services’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 | $1.16M | Sell |
5,336
-1,260
| -19% | -$274K | 0.05% | 128 |
|
|
2025
Q1 | $1.61M | Sell |
6,596
-3,530
| -35% | -$860K | 0.08% | 118 |
|
|
2024
Q4 | $2.14M | Buy |
10,126
+89
| +0.9% | +$18.8K | 0.11% | 110 |
|
|
2024
Q3 | $2.25M | Sell |
10,037
-187
| -2% | -$41.9K | 0.11% | 109 |
|
|
2024
Q2 | $2.17M | Sell |
10,224
-1,419
| -12% | -$301K | 0.12% | 104 |
|
|
2024
Q1 | $2.39M | Buy |
11,643
+878
| +8% | +$181K | 0.14% | 94 |
|
|
2023
Q4 | $2.04M | Buy |
10,765
+304
| +3% | +$57.6K | 0.13% | 102 |
|
|
2023
Q3 | $2.02M | Buy |
10,461
+1,408
| +16% | +$272K | 0.14% | 87 |
|
|
2023
Q2 | $1.69M | Buy |
9,053
+284
| +3% | +$53K | 0.12% | 92 |
|
|
2023
Q1 | $1.46M | Buy |
8,769
+3
| +0% | +$500 | 0.11% | 98 |
|
|
2022
Q4 | $1.46M | Buy |
8,766
+608
| +7% | +$101K | 0.12% | 96 |
|
|
2022
Q3 | $1.22M | Buy |
8,158
+234
| +3% | +$34.9K | 0.16% | 74 |
|
|
2022
Q2 | $1.23M | Sell |
7,924
-610
| -7% | -$94.7K | 0.14% | 100 |
|
|
2022
Q1 | $1.45M | Buy |
8,534
+1,934
| +29% | +$330K | 0.15% | 87 |
|
|
2021
Q4 | $1.15M | Buy |
6,600
+1,430
| +28% | +$249K | 0.12% | 124 |
|
|
2021
Q3 | $783K | Buy |
5,170
+1,802
| +54% | +$273K | 0.09% | 175 |
|
|
2021
Q2 | $474K | Sell |
3,368
-620
| -16% | -$87.3K | 0.05% | 269 |
|
|
2021
Q1 | $486K | Sell |
3,988
-290
| -7% | -$35.3K | 0.07% | 258 |
|
|
2020
Q4 | $501K | Buy |
4,278
+128
| +3% | +$15K | 0.09% | 201 |
|
|
2020
Q3 | $476K | Buy |
4,150
+55
| +1% | +$6.31K | 0.1% | 168 |
|
|
2020
Q2 | $481K | Buy |
4,095
+94
| +2% | +$11K | 0.1% | 175 |
|
|
2020
Q1 | $422K | Sell |
4,001
-126
| -3% | -$13.3K | 0.11% | 152 |
|
|
2019
Q4 | $489K | Sell |
4,127
-855
| -17% | -$101K | 0.11% | 171 |
|
|
2019
Q3 | $498K | Sell |
4,982
-40
| -0.8% | -$4K | 0.33% | 55 |
|
|
2019
Q2 | $501K | Buy |
5,022
+208
| +4% | +$20.8K | 0.39% | 49 |
|
|
2019
Q1 | $452K | Sell |
4,814
-343
| -7% | -$32.2K | 0.59% | 28 |
|
|
2018
Q4 | $411K | Sell |
5,157
-85
| -2% | -$6.77K | 0.39% | 58 |
|
|
2018
Q3 | $434K | Sell |
5,242
-105
| -2% | -$8.69K | 0.37% | 60 |
|
|
2018
Q2 | $438K | Sell |
5,347
-120
| -2% | -$9.83K | 0.39% | 55 |
|
|
2018
Q1 | $452K | Sell |
5,467
-30
| -0.5% | -$2.48K | 0.42% | 62 |
|
|
2017
Q4 | $447K | Sell |
5,497
-90
| -2% | -$7.32K | 0.41% | 64 |
|
|
2017
Q3 | $468K | Buy |
5,587
+50
| +0.9% | +$4.19K | 0.42% | 61 |
|
|
2017
Q2 | $430K | Buy |
+5,537
| New | +$430K | 0.28% | 84 |
|
|
2016
Q2 | – | Sell |
-5,982
| Closed | -$364K | – | 76 |
|
|
2016
Q1 | $364K | Buy |
+5,982
| New | +$364K | 0.4% | 49 |
|