Cottonwood Capital Advisors’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 | – | Sell |
-896
| Closed | -$219K | – | 133 |
|
|
2025
Q1 | $219K | Sell |
896
-172
| -16% | -$42K | 0.16% | 113 |
|
|
2024
Q4 | $227K | Buy |
1,068
+161
| +18% | +$34.2K | 0.16% | 114 |
|
|
2024
Q3 | $202K | Buy |
+907
| New | +$202K | 0.15% | 116 |
|
|
2024
Q1 | – | Sell |
-1,162
| Closed | -$220K | – | 125 |
|
|
2023
Q4 | $220K | Buy |
+1,162
| New | +$220K | 0.18% | 112 |
|