Cohen Klingenstein’s Marsh & McLennan MMC Stock Holding History

Cohen Klingenstein’s Portfolio MMC Stock Details MMC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.02M	Hold
2025 Q2	$2.19M	Hold
2025 Q1	$2.44M	Hold
2024 Q4	$2.12M	Hold
2024 Q3	$2.23M	Hold
2024 Q2	$2.11M	Hold
2024 Q1	$2.06M	Hold
2023 Q4	$1.89M	Hold
2023 Q3	$1.9M	Hold
2023 Q2	$1.88M	Hold
2023 Q1	$1.67M	Hold
2022 Q4	$1.65M	Hold
2022 Q3	$1.49M	Hold
2022 Q2	$1.55M	Hold
2022 Q1	$1.7M	Hold
2021 Q4	$1.74M	Hold
2021 Q3	$1.51M	Hold
2021 Q2	$1.41M	Hold
2021 Q1	$1.22M	Hold
2020 Q4	$1.17M	Hold
2020 Q3	$1.15M	Hold
2020 Q2	$1.07M	Hold
2020 Q1	$865K	Hold
2019 Q4	$1.11M	Hold
2019 Q3	$1M	Buy