CVA Family Office’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 | $260K | Buy |
1,189
+60
| +5% | +$13.1K | 0.04% | 251 |
|
|
2025
Q1 | $276K | Buy |
1,129
+133
| +13% | +$32.5K | 0.04% | 228 |
|
|
2024
Q4 | $212K | Buy |
996
+35
| +4% | +$7.43K | 0.03% | 264 |
|
|
2024
Q3 | $214K | Buy |
961
+23
| +2% | +$5.13K | 0.03% | 250 |
|
|
2024
Q2 | $198K | Buy |
938
+36
| +4% | +$7.59K | 0.04% | 246 |
|
|
2024
Q1 | $186K | Sell |
902
-8
| -0.9% | -$1.65K | 0.03% | 257 |
|
|
2023
Q4 | $172K | Buy |
+910
| New | +$172K | 0.03% | 258 |
|
|
2023
Q3 | – | Sell |
-954
| Closed | -$179K | – | 672 |
|
|
2023
Q2 | $179K | Buy |
954
+20
| +2% | +$3.76K | 0.04% | 235 |
|
|
2023
Q1 | $156K | Buy |
934
+69
| +8% | +$11.5K | 0.03% | 249 |
|
|
2022
Q4 | $143K | Buy |
865
+195
| +29% | +$32.3K | 0.03% | 247 |
|
|
2022
Q3 | $100K | Buy |
670
+25
| +4% | +$3.73K | 0.03% | 243 |
|
|
2022
Q2 | $100K | Sell |
645
-310
| -32% | -$48.1K | 0.03% | 243 |
|
|
2022
Q1 | $163K | Buy |
955
+495
| +108% | +$84.5K | 0.04% | 196 |
|
|
2021
Q4 | $80K | Buy |
+460
| New | +$80K | 0.02% | 280 |
|
|
2021
Q3 | – | Sell |
-460
| Closed | -$65K | – | 674 |
|
|
2021
Q2 | $65K | Buy |
460
+340
| +283% | +$48K | 0.02% | 316 |
|
|
2021
Q1 | $15K | Buy |
+120
| New | +$15K | 0.01% | 463 |
|