CGPCS
Capital Group Private Client Services’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164M | Sell |
748,784
-18,871
| -2% | -$4.13M | 1.42% | 18 |
|
|
2025
Q1 | $187M | Sell |
767,655
-25,745
| -3% | -$6.28M | 1.83% | 10 |
|
|
2024
Q4 | $169M | Buy |
793,400
+8,112
| +1% | +$1.72M | 1.55% | 13 |
|
|
2024
Q3 | $175M | Sell |
785,288
-19,649
| -2% | -$4.38M | 1.67% | 10 |
|
|
2024
Q2 | $170M | Buy |
804,937
+45,381
| +6% | +$9.56M | 1.7% | 10 |
|
|
2024
Q1 | $156M | Sell |
759,556
-69,304
| -8% | -$14.3M | 1.6% | 12 |
|
|
2023
Q4 | $157M | Sell |
828,860
-24,706
| -3% | -$4.68M | 1.62% | 13 |
|
|
2023
Q3 | $162M | Sell |
853,566
-25,456
| -3% | -$4.84M | 1.98% | 10 |
|
|
2023
Q2 | $165M | Sell |
879,022
-14,547
| -2% | -$2.74M | 1.95% | 10 |
|
|
2023
Q1 | $149M | Sell |
893,569
-21,283
| -2% | -$3.54M | 1.84% | 8 |
|
|
2022
Q4 | $151M | Sell |
914,852
-25,742
| -3% | -$4.26M | 1.91% | 10 |
|
|
2022
Q3 | $140M | Sell |
940,594
-12,445
| -1% | -$1.86M | 1.97% | 10 |
|
|
2022
Q2 | $148M | Sell |
953,039
-10,922
| -1% | -$1.7M | 1.91% | 9 |
|
|
2022
Q1 | $164M | Buy |
963,961
+6,672
| +0.7% | +$1.14M | 1.8% | 11 |
|
|
2021
Q4 | $166M | Sell |
957,289
-10,942
| -1% | -$1.9M | 1.78% | 11 |
|
|
2021
Q3 | $147M | Buy |
+968,231
| New | +$147M | 1.7% | 13 |
|