CP
Cumberland Partners’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Sell |
135,232
-932
| -0.7% | -$204K | 2.05% | 16 |
|
|
2025
Q1 | $33.2M | Sell |
136,164
-2,543
| -2% | -$621K | 2.56% | 12 |
|
|
2024
Q4 | $29.5M | Sell |
138,707
-776
| -0.6% | -$165K | 2.05% | 16 |
|
|
2024
Q3 | $31.1M | Sell |
139,483
-993
| -0.7% | -$222K | 2.16% | 17 |
|
|
2024
Q2 | $29.6M | Sell |
140,476
-2,435
| -2% | -$513K | 2.15% | 16 |
|
|
2024
Q1 | $29.4M | Sell |
142,911
-565
| -0.4% | -$116K | 2.14% | 19 |
|
|
2023
Q4 | $27.3M | Sell |
143,476
-1,710
| -1% | -$325K | 2.5% | 14 |
|
|
2023
Q3 | $27.6M | Buy |
145,186
+1,060
| +0.7% | +$202K | 2.66% | 13 |
|
|
2023
Q2 | $27.1M | Sell |
144,126
-448
| -0.3% | -$84.3K | 2.49% | 14 |
|
|
2023
Q1 | $24.1M | Sell |
144,574
-2,191
| -1% | -$365K | 2.36% | 15 |
|
|
2022
Q4 | $24.3M | Sell |
146,765
-1,130
| -0.8% | -$187K | 2.56% | 15 |
|
|
2022
Q3 | $22.1M | Buy |
147,895
+75
| +0.1% | +$11.2K | 2.34% | 13 |
|
|
2022
Q2 | $22.9M | Sell |
147,820
-3,830
| -3% | -$595K | 2.19% | 16 |
|
|
2022
Q1 | $25.8M | Buy |
151,650
+4,315
| +3% | +$735K | 1.95% | 15 |
|
|
2021
Q4 | $25.6M | Buy |
147,335
+96,770
| +191% | +$16.8M | 1.8% | 20 |
|
|
2021
Q3 | $7.66M | Sell |
50,565
-1,760
| -3% | -$267K | 0.63% | 43 |
|
|
2021
Q2 | $7.36M | Sell |
52,325
-55
| -0.1% | -$7.74K | 0.58% | 50 |
|
|
2021
Q1 | $6.38M | Sell |
52,380
-320
| -0.6% | -$39K | 0.53% | 53 |
|
|
2020
Q4 | $6.17M | Sell |
52,700
-1,103
| -2% | -$129K | 0.55% | 55 |
|
|
2020
Q3 | $6.17M | Sell |
53,803
-1,057
| -2% | -$121K | 0.65% | 45 |
|
|
2020
Q2 | $5.89M | Buy |
+54,860
| New | +$5.89M | 0.61% | 49 |
|