Freestone Capital Holdings’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 | $2.98M | Sell |
13,635
-26
| -0.2% | -$5.69K | 0.1% | 134 |
|
|
2025
Q1 | $3.33M | Sell |
13,661
-36
| -0.3% | -$8.79K | 0.12% | 123 |
|
|
2024
Q4 | $2.91M | Sell |
13,697
-55
| -0.4% | -$11.7K | 0.1% | 130 |
|
|
2024
Q3 | $3.07M | Buy |
13,752
+34
| +0.2% | +$7.59K | 0.11% | 136 |
|
|
2024
Q2 | $2.89M | Buy |
13,718
+126
| +0.9% | +$26.6K | 0.1% | 133 |
|
|
2024
Q1 | $2.8M | Sell |
13,592
-85
| -0.6% | -$17.5K | 0.1% | 143 |
|
|
2023
Q4 | $2.59M | Sell |
13,677
-1,154
| -8% | -$219K | 0.12% | 133 |
|
|
2023
Q3 | $2.82M | Sell |
14,831
-357
| -2% | -$67.9K | 0.15% | 113 |
|
|
2023
Q2 | $2.86M | Sell |
15,188
-368
| -2% | -$69.2K | 0.12% | 120 |
|
|
2023
Q1 | $2.59M | Sell |
15,556
-111
| -0.7% | -$18.5K | 0.11% | 122 |
|
|
2022
Q4 | $2.59M | Sell |
15,667
-382
| -2% | -$63.2K | 0.12% | 122 |
|
|
2022
Q3 | $2.4M | Sell |
16,049
-2,186
| -12% | -$326K | 0.11% | 126 |
|
|
2022
Q2 | $2.83M | Sell |
18,235
-3,326
| -15% | -$516K | 0.11% | 134 |
|
|
2022
Q1 | $3.67M | Buy |
21,561
+1,400
| +7% | +$239K | 0.15% | 138 |
|
|
2021
Q4 | $3.5M | Buy |
20,161
+13,400
| +198% | +$2.33M | 0.15% | 140 |
|
|
2021
Q3 | $1.02M | Buy |
6,761
+1,341
| +25% | +$203K | 0.05% | 217 |
|
|
2021
Q2 | $762K | Buy |
5,420
+73
| +1% | +$10.3K | 0.04% | 238 |
|
|
2021
Q1 | $651K | Buy |
5,347
+828
| +18% | +$101K | 0.04% | 248 |
|
|
2020
Q4 | $529K | Buy |
4,519
+1,056
| +30% | +$124K | 0.03% | 247 |
|
|
2020
Q3 | $397K | Buy |
3,463
+1,333
| +63% | +$153K | 0.03% | 250 |
|
|
2020
Q2 | $229 | Buy |
+2,130
| New | +$229 | ﹤0.01% | 313 |
|
|
2020
Q1 | – | Sell |
-2,526
| Closed | -$281 | – | 404 |
|
|
2019
Q4 | $281 | Buy |
+2,526
| New | +$281 | 0.01% | 357 |
|
|
2019
Q2 | – | Sell |
-13,616
| Closed | -$1.28M | – | 371 |
|
|
2019
Q1 | $1.28M | Buy |
13,616
+1,389
| +11% | +$130K | 0.08% | 189 |
|
|
2018
Q4 | $975K | Buy |
12,227
+4,037
| +49% | +$322K | 0.07% | 214 |
|
|
2018
Q3 | $677K | Buy |
8,190
+1,122
| +16% | +$92.7K | ﹤0.01% | 243 |
|
|
2018
Q2 | $579K | Buy |
+7,068
| New | +$579K | ﹤0.01% | 250 |
|