Curi RMB Capital’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 | $15.3M | Buy |
70,151
+1,987
| +3% | +$434K | 0.29% | 94 |
|
|
2025
Q1 | $16.6M | Sell |
68,164
-16,413
| -19% | -$4.01M | 0.41% | 70 |
|
|
2024
Q4 | $18M | Buy |
84,577
+13,733
| +19% | +$2.92M | 0.41% | 63 |
|
|
2024
Q3 | $15.8M | Sell |
70,844
-889
| -1% | -$198K | 0.36% | 81 |
|
|
2024
Q2 | $15.1M | Sell |
71,733
-3,464
| -5% | -$730K | 0.36% | 82 |
|
|
2024
Q1 | $15.5M | Buy |
75,197
+298
| +0.4% | +$61.4K | 0.35% | 86 |
|
|
2023
Q4 | $14.2M | Sell |
74,899
-2,432
| -3% | -$461K | 0.43% | 70 |
|
|
2023
Q3 | $14.7M | Buy |
77,331
+1,531
| +2% | +$291K | 0.5% | 64 |
|
|
2023
Q2 | $14.3M | Sell |
75,800
-1,064
| -1% | -$200K | 0.47% | 69 |
|
|
2023
Q1 | $12.8M | Sell |
76,864
-2,463
| -3% | -$410K | 0.45% | 72 |
|
|
2022
Q4 | $13.1M | Sell |
79,327
-4,224
| -5% | -$699K | 0.47% | 71 |
|
|
2022
Q3 | $12.5M | Sell |
83,551
-4,873
| -6% | -$727K | 0.46% | 73 |
|
|
2022
Q2 | $13.7M | Sell |
88,424
-843
| -0.9% | -$131K | 0.47% | 66 |
|
|
2022
Q1 | $15.2M | Buy |
89,267
+2,743
| +3% | +$467K | 0.48% | 63 |
|
|
2021
Q4 | $15M | Buy |
86,524
+943
| +1% | +$164K | 0.45% | 68 |
|
|
2021
Q3 | $13M | Buy |
85,581
+2,530
| +3% | +$383K | 0.43% | 67 |
|
|
2021
Q2 | $11.7M | Buy |
83,051
+1,185
| +1% | +$167K | 0.39% | 78 |
|
|
2021
Q1 | $9.97M | Buy |
81,866
+3,729
| +5% | +$454K | 0.37% | 82 |
|
|
2020
Q4 | $9.14M | Sell |
78,137
-17,139
| -18% | -$2.01M | 0.33% | 80 |
|
|
2020
Q3 | $10.9M | Sell |
95,276
-443
| -0.5% | -$50.8K | 0.47% | 57 |
|
|
2020
Q2 | $10.3M | Sell |
95,719
-2,407
| -2% | -$258K | 0.45% | 57 |
|
|
2020
Q1 | $8.48M | Sell |
98,126
-331
| -0.3% | -$28.6K | 0.4% | 65 |
|
|
2019
Q4 | $11M | Buy |
98,457
+375
| +0.4% | +$41.8K | 0.3% | 76 |
|
|
2019
Q3 | $9.81M | Sell |
98,082
-1,894
| -2% | -$189K | 0.26% | 87 |
|
|
2019
Q2 | $9.97M | Sell |
99,976
-3,318
| -3% | -$331K | 0.25% | 89 |
|
|
2019
Q1 | $9.7M | Buy |
103,294
+15,412
| +18% | +$1.45M | 0.25% | 90 |
|
|
2018
Q4 | $7.01M | Sell |
87,882
-3,338
| -4% | -$266K | 0.18% | 119 |
|
|
2018
Q3 | $7.55M | Buy |
91,220
+2,023
| +2% | +$167K | 0.18% | 130 |
|
|
2018
Q2 | $7.31M | Sell |
89,197
-2,961
| -3% | -$243K | 0.17% | 132 |
|
|
2018
Q1 | $7.61M | Buy |
92,158
+1,303
| +1% | +$108K | 0.19% | 123 |
|
|
2017
Q4 | $7.4M | Sell |
90,855
-20,814
| -19% | -$1.69M | 0.19% | 138 |
|
|
2017
Q3 | $9.36M | Sell |
111,669
-31,202
| -22% | -$2.62M | 0.24% | 99 |
|
|
2017
Q2 | $11.1M | Buy |
142,871
+146
| +0.1% | +$11.4K | 0.32% | 77 |
|
|
2017
Q1 | $10.5M | Buy |
142,725
+3,979
| +3% | +$294K | 0.44% | 61 |
|
|
2016
Q4 | $9.38M | Sell |
138,746
-19,288
| -12% | -$1.3M | 0.5% | 59 |
|
|
2016
Q3 | $10.6M | Sell |
158,034
-4,544
| -3% | -$306K | 0.58% | 47 |
|
|
2016
Q2 | $11.1M | Sell |
162,578
-8,752
| -5% | -$599K | 0.58% | 39 |
|
|
2016
Q1 | $10.4M | Sell |
171,330
-8,161
| -5% | -$496K | 0.68% | 43 |
|
|
2015
Q4 | $9.95M | Sell |
179,491
-7,424
| -4% | -$412K | 0.46% | 42 |
|
|
2015
Q3 | $9.76M | Sell |
186,915
-68,417
| -27% | -$3.57M | 0.65% | 43 |
|
|
2015
Q2 | $14.5M | Sell |
255,332
-1,993
| -0.8% | -$113K | 0.94% | 31 |
|
|
2015
Q1 | $14.4M | Sell |
257,325
-1,258
| -0.5% | -$70.6K | 0.87% | 33 |
|
|
2014
Q4 | $14.8M | Sell |
258,583
-13,551
| -5% | -$776K | 0.9% | 29 |
|
|
2014
Q3 | $14.2M | Sell |
272,134
-8,180
| -3% | -$428K | 0.87% | 30 |
|
|
2014
Q2 | $14.5M | Sell |
280,314
-3,935
| -1% | -$204K | 0.92% | 27 |
|
|
2014
Q1 | $14M | Sell |
284,249
-10,766
| -4% | -$531K | 0.96% | 28 |
|
|
2013
Q4 | $14.3M | Sell |
295,015
-6,467
| -2% | -$313K | 0.99% | 33 |
|
|
2013
Q3 | $13.1M | Buy |
301,482
+45,249
| +18% | +$1.97M | 0.94% | 32 |
|
|
2013
Q2 | $10.2M | Buy |
+256,233
| New | +$10.2M | 0.78% | 43 |
|