CFG
CKW Financial Group’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
1,948
+4
| +0.2% | +$871 | 0.05% | 30 |
|
|
2025
Q1 | $474K | Buy |
1,944
+3
| +0.2% | +$731 | 0.06% | 30 |
|
|
2024
Q4 | $412K | Buy |
1,941
+4
| +0.2% | +$849 | 0.05% | 34 |
|
|
2024
Q3 | $432K | Buy |
1,937
+3
| +0.2% | +$669 | 0.05% | 36 |
|
|
2024
Q2 | $407K | Buy |
1,934
+4
| +0.2% | +$842 | 0.05% | 36 |
|
|
2024
Q1 | $394K | Buy |
1,930
+3
| +0.2% | +$612 | 0.05% | 35 |
|
|
2023
Q4 | $365K | Buy |
1,927
+4
| +0.2% | +$758 | 0.05% | 36 |
|
|
2023
Q3 | $366K | Sell |
1,923
-2,627
| -58% | -$500K | 0.06% | 35 |
|
|
2023
Q2 | $385K | Buy |
4,550
+2,634
| +137% | +$223K | 0.06% | 35 |
|
|
2023
Q1 | $319K | Buy |
1,916
+3
| +0.2% | +$499 | 0.05% | 25 |
|
|
2022
Q4 | $317K | Buy |
1,913
+3
| +0.2% | +$497 | 0.05% | 27 |
|
|
2022
Q3 | $285K | Buy |
1,910
+3
| +0.2% | +$448 | 0.05% | 31 |
|
|
2022
Q2 | $298K | Buy |
1,907
+4
| +0.2% | +$625 | 0.05% | 30 |
|
|
2022
Q1 | $327K | Buy |
1,903
+3
| +0.2% | +$516 | 0.05% | 34 |
|
|
2021
Q4 | $330K | Hold |
1,900
| – | – | 0.05% | 25 |
|
|
2021
Q3 | $293K | Hold |
1,900
| – | – | 0.05% | 26 |
|
|
2021
Q2 | $270K | Hold |
1,900
| – | – | 0.04% | 27 |
|
|
2021
Q1 | $231K | Hold |
1,900
| – | – | 0.04% | 31 |
|
|
2020
Q4 | $222K | Hold |
1,900
| – | – | 0.04% | 33 |
|
|
2020
Q3 | $217K | Hold |
1,900
| – | – | 0.04% | 32 |
|
|
2020
Q2 | $204K | Hold |
1,900
| – | – | 0.05% | 25 |
|
|
2020
Q1 | $156K | Hold |
1,900
| – | – | 0.04% | 34 |
|
|
2019
Q4 | $212K | Hold |
1,900
| – | – | 0.04% | 34 |
|
|
2019
Q3 | $187K | Hold |
1,900
| – | – | 0.04% | 35 |
|
|
2019
Q2 | $190K | Hold |
1,900
| – | – | 0.04% | 34 |
|
|
2019
Q1 | $178K | Hold |
1,900
| – | – | 0.03% | 34 |
|
|
2018
Q4 | $152K | Hold |
1,900
| – | – | 0.03% | 34 |
|
|
2018
Q3 | $158K | Hold |
1,900
| – | – | 0.03% | 39 |
|
|
2018
Q2 | $156K | Hold |
1,900
| – | – | 0.03% | 34 |
|
|
2018
Q1 | $154K | Hold |
1,900
| – | – | 0.03% | 29 |
|
|
2017
Q4 | $155K | Hold |
1,900
| – | – | 0.03% | 33 |
|
|
2017
Q3 | $159K | Hold |
1,900
| – | – | 0.04% | 34 |
|
|
2017
Q2 | $148K | Hold |
1,900
| – | – | 0.04% | 39 |
|
|
2017
Q1 | $140K | Hold |
1,900
| – | – | 0.04% | 44 |
|
|
2016
Q4 | $128K | Hold |
1,900
| – | – | 0.05% | 43 |
|
|
2016
Q3 | $128K | Hold |
1,900
| – | – | 0.04% | 42 |
|
|
2016
Q2 | $130K | Hold |
1,900
| – | – | 0.05% | 41 |
|
|
2016
Q1 | $116K | Hold |
1,900
| – | – | 0.04% | 43 |
|
|
2015
Q4 | $105K | Hold |
1,900
| – | – | 0.04% | 48 |
|
|
2015
Q3 | $99K | Hold |
1,900
| – | – | 0.04% | 44 |
|
|
2015
Q2 | $108K | Hold |
1,900
| – | – | 0.04% | 54 |
|
|
2015
Q1 | $107K | Hold |
1,900
| – | – | 0.04% | 55 |
|
|
2014
Q4 | $109K | Hold |
1,900
| – | – | 0.05% | 57 |
|
|
2014
Q3 | $99K | Hold |
1,900
| – | – | 0.04% | 59 |
|
|
2014
Q2 | $99K | Hold |
1,900
| – | – | 0.05% | 55 |
|
|
2014
Q1 | $95K | Hold |
1,900
| – | – | 0.05% | 61 |
|
|
2013
Q4 | $92K | Buy |
+1,900
| New | +$92K | 0.05% | 62 |
|