Catalyst Capital Advisors’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 | $99K | Sell |
453
-600
| -57% | -$131K | ﹤0.01% | 331 |
|
|
2025
Q1 | $257K | Buy |
1,053
+327
| +45% | +$79.8K | 0.01% | 219 |
|
|
2024
Q4 | $154K | Buy |
726
+587
| +422% | +$125K | ﹤0.01% | 252 |
|
|
2024
Q3 | $31K | Buy |
+139
| New | +$31K | ﹤0.01% | 387 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 447 |
|
|
2016
Q3 | – | Sell |
-42,025
| Closed | -$2.88M | – | 448 |
|
|
2016
Q2 | $2.88M | Buy |
42,025
+32,000
| +319% | +$2.19M | 0.53% | 70 |
|
|
2016
Q1 | $609K | Buy |
+10,025
| New | +$609K | 0.1% | 141 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 491 |
|
|
2015
Q3 | – | Sell |
-7,700
| Closed | -$437K | – | 440 |
|
|
2015
Q2 | $437K | Buy |
+7,700
| New | +$437K | 0.05% | 253 |
|