Kathmere Capital Management’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 | $1.24M | Sell |
5,691
-620
| -10% | -$136K | 0.1% | 143 |
|
|
2025
Q1 | $1.54M | Buy |
6,311
+941
| +18% | +$230K | 0.13% | 108 |
|
|
2024
Q4 | $1.14M | Sell |
5,370
-362
| -6% | -$76.9K | 0.1% | 125 |
|
|
2024
Q3 | $1.28M | Buy |
5,732
+654
| +13% | +$146K | 0.12% | 101 |
|
|
2024
Q2 | $1.07M | Buy |
5,078
+502
| +11% | +$106K | 0.11% | 103 |
|
|
2024
Q1 | $943K | Buy |
4,576
+658
| +17% | +$136K | 0.11% | 114 |
|
|
2023
Q4 | $742K | Buy |
3,918
+448
| +13% | +$84.9K | 0.1% | 120 |
|
|
2023
Q3 | $660K | Buy |
3,470
+827
| +31% | +$157K | 0.1% | 110 |
|
|
2023
Q2 | $497K | Buy |
2,643
+392
| +17% | +$73.7K | 0.08% | 115 |
|
|
2023
Q1 | $375K | Sell |
2,251
-1,118
| -33% | -$186K | 0.06% | 132 |
|
|
2022
Q4 | $558K | Buy |
3,369
+788
| +31% | +$130K | 0.1% | 98 |
|
|
2022
Q3 | $385K | Sell |
2,581
-667
| -21% | -$99.5K | 0.08% | 103 |
|
|
2022
Q2 | $504K | Sell |
3,248
-105
| -3% | -$16.3K | 0.09% | 78 |
|
|
2022
Q1 | $571K | Buy |
3,353
+1,393
| +71% | +$237K | 0.1% | 72 |
|
|
2021
Q4 | $341K | Sell |
1,960
-449
| -19% | -$78.1K | 0.06% | 100 |
|
|
2021
Q3 | $365K | Buy |
2,409
+449
| +23% | +$68K | 0.07% | 91 |
|
|
2021
Q2 | $276K | Hold |
1,960
| – | – | 0.05% | 114 |
|
|
2021
Q1 | $239K | Hold |
1,960
| – | – | 0.05% | 122 |
|
|
2020
Q4 | $229K | Hold |
1,960
| – | – | 0.05% | 115 |
|
|
2020
Q3 | $225K | Buy |
+1,960
| New | +$225K | 0.06% | 102 |
|