Court Place 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 | $273K | Hold |
1,248
| – | – | 0.09% | 126 |
|
|
2025
Q1 | $305K | Buy |
1,248
+48
| +4% | +$11.7K | 0.1% | 118 |
|
|
2024
Q4 | $255K | Sell |
1,200
-150
| -11% | -$31.9K | 0.08% | 128 |
|
|
2024
Q3 | $301K | Hold |
1,350
| – | – | 0.09% | 134 |
|
|
2024
Q2 | $284K | Buy |
1,350
+150
| +13% | +$31.6K | 0.09% | 134 |
|
|
2024
Q1 | $247K | Sell |
1,200
-150
| -11% | -$30.9K | 0.08% | 139 |
|
|
2023
Q4 | $256K | Hold |
1,350
| – | – | 0.08% | 144 |
|
|
2023
Q3 | $257K | Hold |
1,350
| – | – | 0.09% | 140 |
|
|
2023
Q2 | $254K | Hold |
1,350
| – | – | 0.09% | 144 |
|
|
2023
Q1 | $225K | Hold |
1,350
| – | – | 0.08% | 151 |
|
|
2022
Q4 | $223K | Hold |
1,350
| – | – | 0.08% | 154 |
|
|
2022
Q3 | $202K | Hold |
1,350
| – | – | 0.08% | 153 |
|
|
2022
Q2 | $210K | Hold |
1,350
| – | – | 0.08% | 155 |
|
|
2022
Q1 | $230K | Hold |
1,350
| – | – | 0.07% | 160 |
|
|
2021
Q4 | $235K | Hold |
1,350
| – | – | 0.06% | 170 |
|
|
2021
Q3 | $204K | Buy |
+1,350
| New | +$204K | 0.06% | 173 |
|