Capital Investment Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.7M | Buy |
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|
2025
Q2 | $27.3M | Buy |
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|
2025
Q1 | $27.7M | Buy |
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|
2024
Q4 | $647K | Sell |
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|
2024
Q3 | $697K | Sell |
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|
2024
Q2 | $689K | Sell |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $874K | Sell |
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|
2023
Q3 | $884K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $923K | Buy |
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|
2022
Q4 | $887K | Sell |
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|
2022
Q3 | $839K | Sell |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $869K | Sell |
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|
2021
Q3 | $938K | Buy |
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|
2021
Q2 | $869K | Sell |
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|
2021
Q1 | $790K | Buy |
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|
2020
Q4 | $758K | Sell |
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|
2020
Q3 | $824K | Sell |
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|
2020
Q2 | $778K | Buy |
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|
2020
Q1 | $626K | Buy |
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