Kessler Investment Group’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 | $446K | Sell |
2,042
-105
| -5% | -$23K | 0.18% | 55 |
|
|
2025
Q1 | $524K | Sell |
2,147
-190
| -8% | -$46.4K | 0.26% | 52 |
|
|
2024
Q4 | $496K | Sell |
2,337
-159
| -6% | -$33.8K | 0.24% | 53 |
|
|
2024
Q3 | $557K | Sell |
2,496
-42
| -2% | -$9.37K | 0.29% | 52 |
|
|
2024
Q2 | $535K | Buy |
2,538
+112
| +5% | +$23.6K | 0.29% | 51 |
|
|
2024
Q1 | $500K | Buy |
2,426
+885
| +57% | +$182K | 0.31% | 46 |
|
|
2023
Q4 | $292K | Sell |
1,541
-31
| -2% | -$5.87K | 0.18% | 49 |
|
|
2023
Q3 | $299K | Sell |
1,572
-31
| -2% | -$5.9K | 0.25% | 48 |
|
|
2023
Q2 | $301K | Sell |
1,603
-2
| -0.1% | -$376 | 0.21% | 50 |
|
|
2023
Q1 | $267K | Buy |
1,605
+51
| +3% | +$8.49K | 0.18% | 56 |
|
|
2022
Q4 | $257K | Buy |
1,554
+21
| +1% | +$3.47K | 0.27% | 49 |
|
|
2022
Q3 | $229K | Buy |
1,533
+71
| +5% | +$10.6K | 0.19% | 52 |
|
|
2022
Q2 | $227K | Sell |
1,462
-194
| -12% | -$30.1K | 0.2% | 52 |
|
|
2022
Q1 | $282K | Sell |
1,656
-122
| -7% | -$20.8K | 0.16% | 62 |
|
|
2021
Q4 | $309K | Sell |
1,778
-1,304
| -42% | -$227K | 0.17% | 59 |
|
|
2021
Q3 | $467K | Sell |
3,082
-66
| -2% | -$10K | 0.33% | 46 |
|
|
2021
Q2 | $443K | Buy |
3,148
+2,651
| +533% | +$373K | 0.35% | 49 |
|
|
2021
Q1 | $61K | Sell |
497
-17
| -3% | -$2.09K | 0.08% | 57 |
|
|
2020
Q4 | $60K | Buy |
+514
| New | +$60K | 0.06% | 62 |
|