CGA
Crescent Grove Advisors’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-829
| Closed | -$202K | – | 292 |
|
|
2025
Q1 | $202K | Buy |
+829
| New | +$202K | 0.02% | 252 |
|
|
2024
Q3 | – | Sell |
-1,092
| Closed | -$230K | – | 289 |
|
|
2024
Q2 | $230K | Sell |
1,092
-169
| -13% | -$35.6K | 0.03% | 255 |
|
|
2024
Q1 | $260K | Buy |
+1,261
| New | +$260K | 0.03% | 260 |
|
|
2023
Q2 | – | Sell |
-1,699
| Closed | -$283K | – | 303 |
|
|
2023
Q1 | $283K | Buy |
1,699
+453
| +36% | +$75.5K | 0.03% | 238 |
|
|
2022
Q4 | $206K | Sell |
1,246
-341
| -21% | -$56.4K | 0.02% | 260 |
|
|
2022
Q3 | $237K | Buy |
1,587
+1
| +0.1% | +$149 | 0.03% | 234 |
|
|
2022
Q2 | $246K | Hold |
1,586
| – | – | 0.03% | 230 |
|
|
2022
Q1 | $270K | Buy |
+1,586
| New | +$270K | 0.03% | 244 |
|
|
2021
Q2 | – | Sell |
-1,877
| Closed | -$229K | – | 266 |
|
|
2021
Q1 | $229K | Buy |
+1,877
| New | +$229K | 0.03% | 188 |
|