Chilton Capital Management’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 | $178K | Buy |
815
+15
| +2% | +$3.28K | 0.01% | 233 |
|
2025
Q1 | $195K | Sell |
800
-33
| -4% | -$8.05K | 0.01% | 221 |
|
2024
Q4 | $177K | Hold |
833
| – | – | 0.01% | 232 |
|
2024
Q3 | $186K | Buy |
833
+33
| +4% | +$7.36K | 0.01% | 231 |
|
2024
Q2 | $169K | Sell |
800
-61
| -7% | -$12.9K | 0.01% | 245 |
|
2024
Q1 | $177K | Buy |
861
+31
| +4% | +$6.39K | 0.01% | 247 |
|
2023
Q4 | $157K | Buy |
830
+30
| +4% | +$5.68K | 0.01% | 256 |
|
2023
Q3 | $152K | Hold |
800
| – | – | 0.01% | 235 |
|
2023
Q2 | $150K | Hold |
800
| – | – | 0.01% | 240 |
|
2023
Q1 | $133K | Buy |
+800
| New | +$133K | 0.01% | 253 |
|
2022
Q3 | – | Sell |
-818
| Closed | -$127K | – | 457 |
|
2022
Q2 | $127K | Buy |
+818
| New | +$127K | 0.01% | 241 |
|
2022
Q1 | – | Sell |
-818
| Closed | -$142K | – | 451 |
|
2021
Q4 | $142K | Buy |
+818
| New | +$142K | 0.01% | 244 |
|