Kathmere Capital Management’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
Q3 | $1.05M | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $943K | Buy |
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|
2023
Q4 | $742K | Buy |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $385K | Sell |
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|
2022
Q2 | $504K | Sell |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $225K | Buy |
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