Gilbert & Cook’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $412K | Hold |
|
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $380K | Sell |
|
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $271K | Sell |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $335K | Buy |
|