Capital Fund Management (CFM)’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 | $12.5M | Buy |
57,148
+26,893
| +89% | +$5.88M | 0.03% | 185 |
|
|
2025
Q1 | $7.38M | Buy |
+30,255
| New | +$7.38M | 0.02% | 275 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 998 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 941 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 913 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 945 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 947 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 855 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 804 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 830 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 793 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 785 |
|
|
2021
Q2 | – | Sell |
-10,550
| Closed | -$1.28M | – | 770 |
|
|
2021
Q1 | $1.28M | Buy |
+10,550
| New | +$1.28M | 0.01% | 355 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 782 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 751 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 809 |
|
|
2020
Q1 | – | Sell |
-6,890
| Closed | -$768K | – | 1089 |
|
|
2019
Q4 | $768K | Sell |
6,890
-43,237
| -86% | -$4.82M | 0.01% | 558 |
|
|
2019
Q3 | $5.02M | Sell |
50,127
-197,100
| -80% | -$19.7M | 0.05% | 197 |
|
|
2019
Q2 | $24.7M | Sell |
247,227
-73,400
| -23% | -$7.32M | 0.22% | 41 |
|
|
2019
Q1 | $30.1M | Buy |
+320,627
| New | +$30.1M | 0.27% | 25 |
|
|
2018
Q1 | – | Sell |
-16,661
| Closed | -$1.36M | – | 1078 |
|
|
2017
Q4 | $1.36M | Buy |
+16,661
| New | +$1.36M | 0.01% | 507 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 967 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 957 |
|
|
2017
Q1 | – | Sell |
-38,994
| Closed | -$2.64M | – | 1044 |
|
|
2016
Q4 | $2.64M | Buy |
+38,994
| New | +$2.64M | 0.02% | 385 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1011 |
|
|
2016
Q1 | – | Sell |
-58,059
| Closed | -$3.22M | – | 1011 |
|
|
2015
Q4 | $3.22M | Buy |
+58,059
| New | +$3.22M | 0.03% | 306 |
|
|
2015
Q2 | – | Sell |
-7,700
| Closed | -$432K | – | 833 |
|
|
2015
Q1 | $432K | Buy |
+7,700
| New | +$432K | 0.01% | 500 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 874 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 837 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 953 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 959 |
|