Caprock Group’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 | $3.16M | Buy |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $988K | Buy |
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|
2022
Q3 | $840K | Sell |
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|
2022
Q2 | $934K | Buy |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $331K | Sell |
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|
2020
Q3 | $377K | Buy |
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|
2020
Q2 | $328K | Buy |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $344K | Sell |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $222K | Buy |
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