CFAM
Center For Asset Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,457
+70
| +1% | +$14.8K | 0.71% | 33 |
|
|
2025
Q1 | $1.31M | Sell |
5,387
-182
| -3% | -$44.4K | 0.8% | 31 |
|
|
2024
Q4 | $1.18M | Buy |
5,569
+73
| +1% | +$15.5K | 0.77% | 31 |
|
|
2024
Q3 | $1.23M | Buy |
5,496
+100
| +2% | +$22.3K | 0.73% | 33 |
|
|
2024
Q2 | $1.14M | Buy |
5,396
+53
| +1% | +$11.2K | 0.75% | 33 |
|
|
2024
Q1 | $1.1M | Sell |
5,343
-79
| -1% | -$16.3K | 0.9% | 28 |
|
|
2023
Q4 | $1.03M | Sell |
5,422
-190
| -3% | -$36K | 0.94% | 23 |
|
|
2023
Q3 | $1.07M | Sell |
5,612
-146
| -3% | -$27.8K | 1.07% | 23 |
|
|
2023
Q2 | $1.08M | Buy |
5,758
+4,165
| +261% | +$783K | 1.02% | 23 |
|
|
2023
Q1 | $265K | Sell |
1,593
-15
| -0.9% | -$2.5K | 0.26% | 86 |
|
|
2022
Q4 | $266K | Buy |
+1,608
| New | +$266K | 0.25% | 96 |
|
|
2022
Q2 | – | Sell |
-2,736
| Closed | -$466K | – | 134 |
|
|
2022
Q1 | $466K | Buy |
2,736
+417
| +18% | +$71K | 0.36% | 54 |
|
|
2021
Q4 | $403K | Buy |
2,319
+804
| +53% | +$140K | 0.3% | 63 |
|
|
2021
Q3 | $229K | Buy |
+1,515
| New | +$229K | 0.19% | 90 |
|