Capital Management’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 | $345K | Hold |
1,580
| – | – | 0.06% | 55 |
|
|
2025
Q1 | $386K | Hold |
1,580
| – | – | 0.07% | 53 |
|
|
2024
Q4 | $336K | Hold |
1,580
| – | – | 0.06% | 57 |
|
|
2024
Q3 | $352K | Hold |
1,580
| – | – | 0.06% | 56 |
|
|
2024
Q2 | $333K | Hold |
1,580
| – | – | 0.07% | 56 |
|
|
2024
Q1 | $325K | Hold |
1,580
| – | – | 0.06% | 58 |
|
|
2023
Q4 | $299K | Hold |
1,580
| – | – | 0.06% | 57 |
|
|
2023
Q3 | $301K | Hold |
1,580
| – | – | 0.07% | 54 |
|
|
2023
Q2 | $297K | Hold |
1,580
| – | – | 0.06% | 57 |
|
|
2023
Q1 | $263K | Hold |
1,580
| – | – | 0.06% | 56 |
|
|
2022
Q4 | $261K | Hold |
1,580
| – | – | 0.06% | 62 |
|
|
2022
Q3 | $236K | Hold |
1,580
| – | – | 0.07% | 63 |
|
|
2022
Q2 | $245K | Hold |
1,580
| – | – | 0.06% | 65 |
|
|
2022
Q1 | $269K | Sell |
1,580
-17
| -1% | -$2.89K | 0.06% | 67 |
|
|
2021
Q4 | $278K | Hold |
1,597
| – | – | 0.06% | 74 |
|
|
2021
Q3 | $242K | Buy |
1,597
+17
| +1% | +$2.58K | 0.05% | 77 |
|
|
2021
Q2 | $222K | Buy |
+1,580
| New | +$222K | 0.05% | 78 |
|
|
2018
Q2 | – | Sell |
-89,446
| Closed | -$7.39M | – | 85 |
|
|
2018
Q1 | $7.39M | Sell |
89,446
-6,053
| -6% | -$500K | 1.99% | 26 |
|
|
2017
Q4 | $7.77M | Buy |
95,499
+720
| +0.8% | +$58.6K | 2.11% | 24 |
|
|
2017
Q3 | $7.94M | Sell |
94,779
-1,570
| -2% | -$132K | 2.27% | 20 |
|
|
2017
Q2 | $7.51M | Buy |
96,349
+27,906
| +41% | +$2.18M | 2.24% | 19 |
|
|
2017
Q1 | $5.06M | Sell |
68,443
-44,385
| -39% | -$3.28M | 1.57% | 30 |
|
|
2016
Q4 | $7.63M | Buy |
112,828
+880
| +0.8% | +$59.5K | 2.55% | 13 |
|
|
2016
Q3 | $7.53M | Sell |
111,948
-3,737
| -3% | -$251K | 2.78% | 12 |
|
|
2016
Q2 | $7.92M | Sell |
115,685
-5,216
| -4% | -$357K | 3.07% | 7 |
|
|
2016
Q1 | $7.35M | Sell |
120,901
-12,649
| -9% | -$769K | 2.84% | 13 |
|
|
2015
Q4 | $7.41M | Sell |
133,550
-1,402
| -1% | -$77.7K | 2.81% | 12 |
|
|
2015
Q3 | $7.05M | Sell |
134,952
-5,950
| -4% | -$311K | 2.83% | 14 |
|
|
2015
Q2 | $7.99M | Sell |
140,902
-9,228
| -6% | -$523K | 2.78% | 13 |
|
|
2015
Q1 | $8.42M | Sell |
150,130
-5,239
| -3% | -$294K | 2.85% | 12 |
|
|
2014
Q4 | $8.89M | Buy |
155,369
+8,895
| +6% | +$509K | 2.74% | 14 |
|
|
2014
Q3 | $7.67M | Sell |
146,474
-560
| -0.4% | -$29.3K | 2.54% | 18 |
|
|
2014
Q2 | $7.62M | Buy |
147,034
+1,855
| +1% | +$96.1K | 2.46% | 19 |
|
|
2014
Q1 | $7.16M | Sell |
145,179
-745
| -0.5% | -$36.7K | 2.44% | 20 |
|
|
2013
Q4 | $7.06M | Buy |
145,924
+4,690
| +3% | +$227K | 2.45% | 19 |
|
|
2013
Q3 | $6.15M | Buy |
141,234
+9,402
| +7% | +$409K | 2.38% | 20 |
|
|
2013
Q2 | $5.26M | Buy |
+131,832
| New | +$5.26M | 2.19% | 23 |
|