Coldstream Capital Management’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Sell |
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|
2025
Q2 | $2.97M | Buy |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $952K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $355K | Sell |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | $232K | Buy |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $203K | Sell |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q3 | $222K | Sell |
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|
2017
Q2 | $2.18M | Buy |
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|
2017
Q1 | $1.94M | Buy |
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|
2016
Q4 | $1.73M | Buy |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $1.64M | Sell |
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|
2016
Q1 | $1.91M | Sell |
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|
2015
Q4 | $2.07M | Sell |
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|
2015
Q3 | $1.96M | Sell |
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|
2015
Q2 | $2.26M | Sell |
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|
2015
Q1 | $2.28M | Buy |
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|
2014
Q4 | $2.27M | Buy |
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|
2014
Q3 | $2.05M | Buy |
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|
2014
Q2 | $2M | Buy |
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|
2014
Q1 | $1.89M | Sell |
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|
2013
Q4 | $1.86M | Sell |
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|
2013
Q3 | $1.68M | Buy |
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|
2013
Q2 | $1.52M | Buy |
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