Cohen Klingenstein’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 | $2.19M | Hold |
10,000
| – | – | 0.07% | 114 |
|
|
2025
Q1 | $2.44M | Hold |
10,000
| – | – | 0.09% | 105 |
|
|
2024
Q4 | $2.12M | Hold |
10,000
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $2.23M | Hold |
10,000
| – | – | 0.08% | 124 |
|
|
2024
Q2 | $2.11M | Hold |
10,000
| – | – | 0.08% | 125 |
|
|
2024
Q1 | $2.06M | Hold |
10,000
| – | – | 0.08% | 130 |
|
|
2023
Q4 | $1.89M | Hold |
10,000
| – | – | 0.08% | 128 |
|
|
2023
Q3 | $1.9M | Hold |
10,000
| – | – | 0.09% | 121 |
|
|
2023
Q2 | $1.88M | Hold |
10,000
| – | – | 0.08% | 123 |
|
|
2023
Q1 | $1.67M | Hold |
10,000
| – | – | 0.08% | 130 |
|
|
2022
Q4 | $1.65M | Hold |
10,000
| – | – | 0.08% | 132 |
|
|
2022
Q3 | $1.49M | Hold |
10,000
| – | – | 0.08% | 130 |
|
|
2022
Q2 | $1.55M | Hold |
10,000
| – | – | 0.08% | 131 |
|
|
2022
Q1 | $1.7M | Hold |
10,000
| – | – | 0.07% | 131 |
|
|
2021
Q4 | $1.74M | Hold |
10,000
| – | – | 0.07% | 131 |
|
|
2021
Q3 | $1.51M | Hold |
10,000
| – | – | 0.07% | 143 |
|
|
2021
Q2 | $1.41M | Hold |
10,000
| – | – | 0.06% | 153 |
|
|
2021
Q1 | $1.22M | Hold |
10,000
| – | – | 0.06% | 163 |
|
|
2020
Q4 | $1.17M | Hold |
10,000
| – | – | 0.06% | 159 |
|
|
2020
Q3 | $1.15M | Hold |
10,000
| – | – | 0.06% | 150 |
|
|
2020
Q2 | $1.07M | Hold |
10,000
| – | – | 0.07% | 152 |
|
|
2020
Q1 | $865K | Hold |
10,000
| – | – | 0.06% | 157 |
|
|
2019
Q4 | $1.11M | Hold |
10,000
| – | – | 0.06% | 153 |
|
|
2019
Q3 | $1M | Buy |
+10,000
| New | +$1M | 0.06% | 160 |
|