Cary Street Partners Investment Advisory’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 | $856K | Buy |
3,913
+130
| +3% | +$28.4K | 0.41% | 49 |
|
|
2025
Q1 | $923K | Buy |
3,783
+422
| +13% | +$103K | 0.53% | 41 |
|
|
2024
Q4 | $714K | Sell |
3,361
-28,630
| -89% | -$6.08M | 0.47% | 50 |
|
|
2024
Q3 | $7.14M | Buy |
31,991
+254
| +0.8% | +$56.7K | 0.26% | 98 |
|
|
2024
Q2 | $6.69M | Buy |
31,737
+2,096
| +7% | +$442K | 0.27% | 98 |
|
|
2024
Q1 | $6.11M | Buy |
29,641
+235
| +0.8% | +$48.4K | 0.26% | 103 |
|
|
2023
Q4 | $5.57M | Buy |
29,406
+844
| +3% | +$160K | 0.27% | 104 |
|
|
2023
Q3 | $5.44M | Buy |
28,562
+10,754
| +60% | +$2.05M | 0.29% | 96 |
|
|
2023
Q2 | $3.35M | Buy |
17,808
+1,489
| +9% | +$280K | 0.22% | 129 |
|
|
2023
Q1 | $2.72M | Sell |
16,319
-195
| -1% | -$32.5K | 0.2% | 139 |
|
|
2022
Q4 | $2.73M | Buy |
16,514
+377
| +2% | +$62.4K | 0.2% | 129 |
|
|
2022
Q3 | $2.41M | Buy |
16,137
+100
| +0.6% | +$14.9K | 0.2% | 126 |
|
|
2022
Q2 | $2.49M | Buy |
16,037
+1,321
| +9% | +$205K | 0.21% | 120 |
|
|
2022
Q1 | $2.51M | Buy |
14,716
+35
| +0.2% | +$5.97K | 0.69% | 39 |
|
|
2021
Q4 | $2.55M | Buy |
14,681
+250
| +2% | +$43.5K | 0.71% | 38 |
|
|
2021
Q3 | $2.19M | Sell |
14,431
-988
| -6% | -$150K | 0.72% | 38 |
|
|
2021
Q2 | $2.17M | Buy |
15,419
+9,060
| +142% | +$1.27M | 0.7% | 41 |
|
|
2021
Q1 | $775K | Sell |
6,359
-2,967
| -32% | -$362K | 0.32% | 81 |
|
|
2020
Q4 | $1.09M | Sell |
9,326
-14,604
| -61% | -$1.71M | 0.21% | 119 |
|
|
2020
Q3 | $2.75M | Buy |
+23,930
| New | +$2.75M | 0.58% | 51 |
|