CAMV
Concord Asset Management (Virginia)’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
6,033
| – | – | 0.2% | 112 |
|
|
2025
Q1 | $1.32M | Sell |
6,033
-15
| -0.2% | -$3.29K | 0.29% | 78 |
|
|
2024
Q4 | $1.28M | Buy |
6,048
+84
| +1% | +$17.8K | 0.28% | 72 |
|
|
2024
Q3 | $1.33M | Hold |
5,964
| – | – | 0.3% | 67 |
|
|
2024
Q2 | $1.26M | Sell |
5,964
-62
| -1% | -$13.1K | 0.31% | 68 |
|
|
2024
Q1 | $1.24M | Sell |
6,026
-10
| -0.2% | -$2.06K | 0.33% | 68 |
|
|
2023
Q4 | $1.14M | Buy |
6,036
+1,061
| +21% | +$201K | 0.34% | 68 |
|
|
2023
Q3 | $947K | Buy |
+4,975
| New | +$947K | 0.32% | 52 |
|