Childress 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 | $345K | Buy |
1,577
+432
| +38% | +$94.5K | 0.09% | 167 |
|
|
2025
Q1 | $279K | Buy |
1,145
+125
| +12% | +$30.5K | 0.08% | 171 |
|
|
2024
Q4 | $217K | Sell |
1,020
-2
| -0.2% | -$425 | 0.06% | 203 |
|
|
2024
Q3 | $228K | Buy |
1,022
+8
| +0.8% | +$1.79K | 0.06% | 209 |
|
|
2024
Q2 | $214K | Buy |
+1,014
| New | +$214K | 0.06% | 200 |
|
|
2023
Q4 | – | Sell |
-1,313
| Closed | -$250K | – | 210 |
|
|
2023
Q3 | $250K | Buy |
+1,313
| New | +$250K | 0.08% | 145 |
|
|
2023
Q1 | – | Sell |
-1,409
| Closed | -$233K | – | 138 |
|
|
2022
Q4 | $233K | Sell |
1,409
-31
| -2% | -$5.13K | 0.08% | 158 |
|
|
2022
Q3 | $204K | Sell |
1,440
-157
| -10% | -$22.2K | 0.08% | 162 |
|
|
2022
Q2 | $248K | Buy |
1,597
+107
| +7% | +$16.6K | 0.1% | 138 |
|
|
2022
Q1 | $252K | Buy |
1,490
+67
| +5% | +$11.3K | 0.09% | 156 |
|
|
2021
Q4 | $247K | Buy |
1,423
+35
| +3% | +$6.08K | 0.1% | 150 |
|
|
2021
Q3 | $210K | Buy |
+1,388
| New | +$210K | 0.09% | 170 |
|
|
2021
Q1 | – | Sell |
-449
| Closed | -$53K | – | 641 |
|
|
2020
Q4 | $53K | Buy |
+449
| New | +$53K | 0.03% | 215 |
|