Capital Management’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 | $318K | Hold |
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|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $386K | Hold |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $325K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $222K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7.39M | Sell |
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|
2017
Q4 | $7.77M | Buy |
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|
2017
Q3 | $7.94M | Sell |
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|
2017
Q2 | $7.51M | Buy |
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|
2017
Q1 | $5.06M | Sell |
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|
2016
Q4 | $7.63M | Buy |
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|
2016
Q3 | $7.53M | Sell |
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|
2016
Q2 | $7.92M | Sell |
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|
2016
Q1 | $7.35M | Sell |
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|
2015
Q4 | $7.41M | Sell |
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|
2015
Q3 | $7.05M | Sell |
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|
2015
Q2 | $7.99M | Sell |
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|
2015
Q1 | $8.42M | Sell |
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|
2014
Q4 | $8.89M | Buy |
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|
2014
Q3 | $7.67M | Sell |
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|
2014
Q2 | $7.62M | Buy |
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|
2014
Q1 | $7.16M | Sell |
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|
2013
Q4 | $7.06M | Buy |
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|
2013
Q3 | $6.15M | Buy |
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|
2013
Q2 | $5.26M | Buy |
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