Caprock Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.5M | Buy |
14,360
+792
| +6% | +$193K | 0.11% | 165 |
|
|
2024
Q4 | $2.88M | Buy |
13,568
+301
| +2% | +$63.9K | 0.09% | 187 |
|
|
2024
Q3 | $2.96M | Buy |
13,267
+649
| +5% | +$145K | 0.11% | 162 |
|
|
2024
Q2 | $2.66M | Buy |
12,618
+7,113
| +129% | +$1.5M | 0.11% | 161 |
|
|
2024
Q1 | $1.13M | Buy |
5,505
+618
| +13% | +$127K | 0.07% | 224 |
|
|
2023
Q4 | $926K | Sell |
4,887
-555
| -10% | -$105K | 0.06% | 249 |
|
|
2023
Q3 | $1.04M | Sell |
5,442
-1,673
| -24% | -$318K | 0.08% | 203 |
|
|
2023
Q2 | $1.34M | Buy |
7,115
+640
| +10% | +$120K | 0.1% | 169 |
|
|
2023
Q1 | $1.08M | Buy |
6,475
+506
| +8% | +$84.3K | 0.08% | 186 |
|
|
2022
Q4 | $988K | Buy |
5,969
+346
| +6% | +$57.3K | 0.09% | 172 |
|
|
2022
Q3 | $840K | Sell |
5,623
-392
| -7% | -$58.6K | 0.08% | 180 |
|
|
2022
Q2 | $934K | Buy |
6,015
+1,487
| +33% | +$231K | 0.09% | 164 |
|
|
2022
Q1 | $772K | Buy |
4,528
+410
| +10% | +$69.9K | 0.07% | 214 |
|
|
2021
Q4 | $716K | Buy |
4,118
+687
| +20% | +$119K | 0.06% | 227 |
|
|
2021
Q3 | $520K | Buy |
3,431
+223
| +7% | +$33.8K | 0.05% | 249 |
|
|
2021
Q2 | $451K | Buy |
3,208
+79
| +3% | +$11.1K | 0.04% | 281 |
|
|
2021
Q1 | $381K | Buy |
3,129
+297
| +10% | +$36.2K | 0.04% | 280 |
|
|
2020
Q4 | $331K | Sell |
2,832
-455
| -14% | -$53.2K | 0.04% | 303 |
|
|
2020
Q3 | $377K | Buy |
3,287
+228
| +7% | +$26.2K | 0.05% | 252 |
|
|
2020
Q2 | $328K | Buy |
3,059
+73
| +2% | +$7.83K | 0.05% | 273 |
|
|
2020
Q1 | $258K | Sell |
2,986
-104
| -3% | -$8.99K | 0.05% | 262 |
|
|
2019
Q4 | $344K | Sell |
3,090
-107
| -3% | -$11.9K | 0.06% | 222 |
|
|
2019
Q3 | $320K | Buy |
3,197
+975
| +44% | +$97.6K | 0.06% | 227 |
|
|
2019
Q2 | $222K | Buy |
+2,222
| New | +$222K | 0.04% | 286 |
|