Capital Investment Advisors’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 | $27.3M | Buy |
124,742
+11,364
| +10% | +$2.48M | 0.49% | 60 |
|
|
2025
Q1 | $27.7M | Buy |
113,378
+110,333
| +3,623% | +$26.9M | 0.54% | 53 |
|
|
2024
Q4 | $647K | Sell |
3,045
-79
| -3% | -$16.8K | 0.01% | 383 |
|
|
2024
Q3 | $697K | Sell |
3,124
-147
| -4% | -$32.8K | 0.01% | 354 |
|
|
2024
Q2 | $689K | Sell |
3,271
-1,215
| -27% | -$256K | 0.02% | 347 |
|
|
2024
Q1 | $924K | Sell |
4,486
-128
| -3% | -$26.4K | 0.02% | 300 |
|
|
2023
Q4 | $874K | Sell |
4,614
-29
| -0.6% | -$5.49K | 0.02% | 288 |
|
|
2023
Q3 | $884K | Buy |
+4,643
| New | +$884K | 0.02% | 278 |
|
|
2023
Q2 | – | Sell |
-5,540
| Closed | -$923K | – | 586 |
|
|
2023
Q1 | $923K | Buy |
5,540
+181
| +3% | +$30.1K | 0.03% | 257 |
|
|
2022
Q4 | $887K | Sell |
5,359
-260
| -5% | -$43K | 0.03% | 261 |
|
|
2022
Q3 | $839K | Sell |
5,619
-94
| -2% | -$14K | 0.03% | 264 |
|
|
2022
Q2 | $887K | Sell |
5,713
-771
| -12% | -$120K | 0.03% | 260 |
|
|
2022
Q1 | $1.11M | Buy |
6,484
+1,486
| +30% | +$253K | 0.03% | 253 |
|
|
2021
Q4 | $869K | Sell |
4,998
-1,194
| -19% | -$208K | 0.03% | 293 |
|
|
2021
Q3 | $938K | Buy |
6,192
+12
| +0.2% | +$1.82K | 0.03% | 278 |
|
|
2021
Q2 | $869K | Sell |
6,180
-306
| -5% | -$43K | 0.03% | 296 |
|
|
2021
Q1 | $790K | Buy |
6,486
+3
| +0% | +$365 | 0.03% | 294 |
|
|
2020
Q4 | $758K | Sell |
6,483
-700
| -10% | -$81.8K | 0.03% | 282 |
|
|
2020
Q3 | $824K | Sell |
7,183
-67
| -0.9% | -$7.69K | 0.04% | 252 |
|
|
2020
Q2 | $778K | Buy |
7,250
+12
| +0.2% | +$1.29K | 0.04% | 252 |
|
|
2020
Q1 | $626K | Buy |
+7,238
| New | +$626K | 0.04% | 253 |
|