CIM
Contravisory Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
3,631
+11
| +0.3% | +$2.41K | 0.16% | 90 |
|
|
2025
Q1 | $883K | Sell |
3,620
-35,765
| -91% | -$8.73M | 0.19% | 78 |
|
|
2024
Q4 | $8.37M | Sell |
39,385
-303
| -0.8% | -$64.4K | 1.79% | 24 |
|
|
2024
Q3 | $8.85M | Buy |
39,688
+566
| +1% | +$126K | 1.89% | 20 |
|
|
2024
Q2 | $8.24M | Sell |
39,122
-1,018
| -3% | -$215K | 1.83% | 22 |
|
|
2024
Q1 | $8.27M | Sell |
40,140
-610
| -1% | -$126K | 1.83% | 24 |
|
|
2023
Q4 | $7.72M | Buy |
40,750
+150
| +0.4% | +$28.4K | 1.89% | 17 |
|
|
2023
Q3 | $7.73M | Sell |
40,600
-1,204
| -3% | -$229K | 2.19% | 8 |
|
|
2023
Q2 | $7.86M | Buy |
41,804
+1,524
| +4% | +$287K | 2.08% | 11 |
|
|
2023
Q1 | $6.71M | Sell |
40,280
-57
| -0.1% | -$9.49K | 1.89% | 21 |
|
|
2022
Q4 | $6.67M | Buy |
40,337
+37,108
| +1,149% | +$6.14M | 1.85% | 19 |
|
|
2022
Q3 | $482K | Sell |
3,229
-166
| -5% | -$24.8K | 0.16% | 71 |
|
|
2022
Q2 | $527K | Buy |
3,395
+29
| +0.9% | +$4.5K | 0.17% | 64 |
|
|
2022
Q1 | $574K | Buy |
3,366
+95
| +3% | +$16.2K | 0.16% | 73 |
|
|
2021
Q4 | $569K | Sell |
3,271
-147
| -4% | -$25.6K | 0.15% | 89 |
|
|
2021
Q3 | $518K | Sell |
3,418
-24
| -0.7% | -$3.64K | 0.16% | 72 |
|
|
2021
Q2 | $484K | Buy |
3,442
+284
| +9% | +$39.9K | 0.14% | 84 |
|
|
2021
Q1 | $385K | Hold |
3,158
| – | – | 0.12% | 95 |
|
|
2020
Q4 | $369K | Buy |
3,158
+268
| +9% | +$31.3K | 0.11% | 87 |
|
|
2020
Q3 | $331K | Buy |
2,890
+142
| +5% | +$16.3K | 0.11% | 100 |
|
|
2020
Q2 | $295K | Buy |
2,748
+766
| +39% | +$82.2K | 0.11% | 105 |
|
|
2020
Q1 | $171K | Buy |
1,982
+1,047
| +112% | +$90.3K | 0.08% | 138 |
|
|
2019
Q4 | $104K | Buy |
935
+69
| +8% | +$7.68K | 0.04% | 183 |
|
|
2019
Q3 | $87K | Buy |
866
+121
| +16% | +$12.2K | 0.03% | 181 |
|
|
2019
Q2 | $74K | Buy |
745
+704
| +1,717% | +$69.9K | 0.03% | 182 |
|
|
2019
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 284 |
|
|
2018
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 268 |
|
|
2017
Q4 | – | Sell |
-51
| Closed | -$4K | – | 490 |
|
|
2017
Q3 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 308 |
|
|
2017
Q2 | – | Sell |
-44
| Closed | -$3K | – | 211 |
|
|
2017
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 246 |
|
|
2016
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 240 |
|
|
2016
Q3 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 231 |
|