Cullen/Frost Bankers’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 | $1.25M | Buy |
5,709
+409
| +8% | +$89.4K | 0.02% | 297 |
|
2025
Q1 | $1.29M | Buy |
5,300
+418
| +9% | +$102K | 0.02% | 287 |
|
2024
Q4 | $1.04M | Buy |
4,882
+215
| +5% | +$45.7K | 0.01% | 303 |
|
2024
Q3 | $1.04M | Buy |
4,667
+34
| +0.7% | +$7.59K | 0.01% | 300 |
|
2024
Q2 | $976K | Buy |
4,633
+1,097
| +31% | +$231K | 0.01% | 297 |
|
2024
Q1 | $728K | Sell |
3,536
-58
| -2% | -$11.9K | 0.01% | 330 |
|
2023
Q4 | $681K | Buy |
3,594
+58
| +2% | +$11K | 0.01% | 338 |
|
2023
Q3 | $673K | Sell |
3,536
-110
| -3% | -$20.9K | 0.01% | 338 |
|
2023
Q2 | $686K | Sell |
3,646
-145
| -4% | -$27.3K | 0.01% | 347 |
|
2023
Q1 | $631K | Sell |
3,791
-135
| -3% | -$22.5K | 0.01% | 348 |
|
2022
Q4 | $650K | Buy |
3,926
+393
| +11% | +$65K | 0.01% | 353 |
|
2022
Q3 | $527K | Buy |
3,533
+293
| +9% | +$43.7K | 0.01% | 366 |
|
2022
Q2 | $503K | Sell |
3,240
-13
| -0.4% | -$2.02K | 0.01% | 378 |
|
2022
Q1 | $554K | Sell |
3,253
-170
| -5% | -$29K | 0.01% | 376 |
|
2021
Q4 | $595K | Buy |
3,423
+183
| +6% | +$31.8K | 0.01% | 381 |
|
2021
Q3 | $491K | Sell |
3,240
-114
| -3% | -$17.3K | 0.01% | 395 |
|
2021
Q2 | $472K | Buy |
3,354
+114
| +4% | +$16K | 0.01% | 405 |
|
2021
Q1 | $395K | Buy |
3,240
+3,226
| +23,043% | +$393K | 0.01% | 419 |
|
2020
Q4 | $2K | Sell |
14
-8
| -36% | -$1.14K | ﹤0.01% | 1006 |
|
2020
Q3 | $3K | Buy |
22
+8
| +57% | +$1.09K | ﹤0.01% | 997 |
|
2020
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 1026 |
|
2020
Q1 | $1K | Sell |
14
-334
| -96% | -$23.9K | ﹤0.01% | 880 |
|
2019
Q4 | $39K | Hold |
348
| – | – | ﹤0.01% | 641 |
|
2019
Q3 | $35K | Hold |
348
| – | – | ﹤0.01% | 625 |
|
2019
Q2 | $35K | Buy |
348
+334
| +2,386% | +$33.6K | ﹤0.01% | 611 |
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 895 |
|