CX Institutional’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 | $7.77M | Buy |
35,538
+686
| +2% | +$150K | 0.27% | 74 |
|
|
2025
Q1 | $8.51M | Buy |
34,852
+1,648
| +5% | +$402K | 0.32% | 71 |
|
|
2024
Q4 | $7.05M | Buy |
33,204
+3,805
| +13% | +$808K | 0.28% | 86 |
|
|
2024
Q3 | $6.56M | Buy |
29,399
+4,607
| +19% | +$1.03M | 0.29% | 92 |
|
|
2024
Q2 | $5.22M | Buy |
24,792
+1,070
| +5% | +$225K | 0.25% | 103 |
|
|
2024
Q1 | $4.89M | Buy |
23,722
+1,122
| +5% | +$231K | 0.24% | 101 |
|
|
2023
Q4 | $4.28M | Buy |
22,600
+2,839
| +14% | +$538K | 0.23% | 112 |
|
|
2023
Q3 | $3.76M | Buy |
19,761
+3,855
| +24% | +$734K | 0.21% | 124 |
|
|
2023
Q2 | $2.99M | Buy |
15,906
+109
| +0.7% | +$20.5K | 0.15% | 188 |
|
|
2023
Q1 | $2.65M | Buy |
15,797
+383
| +2% | +$64.3K | 0.14% | 192 |
|
|
2022
Q4 | $2.55M | Buy |
15,414
+1,226
| +9% | +$203K | 0.16% | 178 |
|
|
2022
Q3 | $2.12M | Buy |
14,188
+388
| +3% | +$57.9K | 0.15% | 168 |
|
|
2022
Q2 | $2.14M | Buy |
13,800
+4,449
| +48% | +$691K | 0.16% | 160 |
|
|
2022
Q1 | $1.59M | Buy |
9,351
+177
| +2% | +$30.2K | 0.13% | 181 |
|
|
2021
Q4 | $1.6M | Sell |
9,174
-186
| -2% | -$32.3K | 0.13% | 167 |
|
|
2021
Q3 | $1.42M | Sell |
9,360
-278
| -3% | -$42.1K | 0.12% | 183 |
|
|
2021
Q2 | $1.36M | Buy |
9,638
+186
| +2% | +$26.2K | 0.11% | 186 |
|
|
2021
Q1 | $1.15M | Sell |
9,452
-18
| -0.2% | -$2.19K | 0.1% | 188 |
|
|
2020
Q4 | $1.11M | Buy |
9,470
+73
| +0.8% | +$8.54K | 0.11% | 187 |
|
|
2020
Q3 | $1.08M | Buy |
9,397
+238
| +3% | +$27.3K | 0.12% | 169 |
|
|
2020
Q2 | $983K | Buy |
9,159
+250
| +3% | +$26.8K | 0.13% | 149 |
|
|
2020
Q1 | $770K | Buy |
8,909
+2
| +0% | +$173 | 0.13% | 147 |
|
|
2019
Q4 | $992K | Hold |
8,907
| – | – | 0.17% | 113 |
|
|
2019
Q3 | $891K | Sell |
8,907
-5
| -0.1% | -$500 | 0.14% | 138 |
|
|
2019
Q2 | $889K | Buy |
8,912
+35
| +0.4% | +$3.49K | 0.14% | 135 |
|
|
2019
Q1 | $834K | Buy |
8,877
+117
| +1% | +$11K | 0.15% | 140 |
|
|
2018
Q4 | $699K | Buy |
+8,760
| New | +$699K | 0.15% | 111 |
|