Concourse Financial Group Securities’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,825
| Closed | -$2.35M | – | 5073 |
|
|
2024
Q4 | $2.35M | Buy |
10,825
+5,633
| +108% | +$1.22M | 0.13% | 161 |
|
|
2024
Q3 | $1.16M | Buy |
5,192
+266
| +5% | +$59.3K | 0.07% | 278 |
|
|
2024
Q2 | $1.04M | Buy |
4,926
+1,272
| +35% | +$268K | 0.07% | 281 |
|
|
2024
Q1 | $753K | Buy |
3,654
+865
| +31% | +$178K | 0.05% | 360 |
|
|
2023
Q4 | $528K | Buy |
2,789
+2,316
| +490% | +$439K | 0.04% | 426 |
|
|
2023
Q3 | $90K | Buy |
473
+70
| +17% | +$13.3K | 0.01% | 885 |
|
|
2023
Q2 | $75.8K | Buy |
403
+41
| +11% | +$7.71K | 0.01% | 943 |
|
|
2023
Q1 | $60.3K | Sell |
362
-4,367
| -92% | -$727K | ﹤0.01% | 1023 |
|
|
2022
Q4 | $783K | Buy |
4,729
+63
| +1% | +$10.4K | 0.06% | 310 |
|
|
2022
Q3 | $697K | Buy |
4,666
+209
| +5% | +$31.2K | 0.07% | 284 |
|
|
2022
Q2 | $692K | Sell |
4,457
-128
| -3% | -$19.9K | 0.06% | 329 |
|
|
2022
Q1 | $781K | Sell |
4,585
-70
| -2% | -$11.9K | 0.06% | 328 |
|
|
2021
Q4 | $809K | Buy |
4,655
+86
| +2% | +$14.9K | 0.05% | 380 |
|
|
2021
Q3 | $692K | Sell |
4,569
-91
| -2% | -$13.8K | 0.04% | 405 |
|
|
2021
Q2 | $656K | Buy |
4,660
+511
| +12% | +$71.9K | 0.04% | 402 |
|
|
2021
Q1 | $505K | Buy |
4,149
+4,002
| +2,722% | +$487K | 0.04% | 428 |
|
|
2020
Q4 | $17K | Buy |
147
+66
| +81% | +$7.63K | ﹤0.01% | 1516 |
|
|
2020
Q3 | $9K | Buy |
81
+23
| +40% | +$2.56K | ﹤0.01% | 1607 |
|
|
2020
Q2 | $6K | Buy |
58
+36
| +164% | +$3.72K | ﹤0.01% | 1627 |
|
|
2020
Q1 | $2K | Sell |
22
-220
| -91% | -$20K | ﹤0.01% | 1898 |
|
|
2019
Q4 | $27K | Hold |
242
| – | – | ﹤0.01% | 1165 |
|
|
2019
Q3 | $24K | Sell |
242
-44
| -15% | -$4.36K | 0.01% | 902 |
|
|
2019
Q2 | $28K | Hold |
286
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q1 | $26K | Buy |
286
+7
| +3% | +$636 | ﹤0.01% | 1149 |
|
|
2018
Q4 | $22K | Buy |
279
+75
| +37% | +$5.91K | ﹤0.01% | 1109 |
|
|
2018
Q3 | $17K | Buy |
+204
| New | +$17K | ﹤0.01% | 918 |
|