McElhenny Sheffield 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 | $633K | Buy |
2,897
+838
| +41% | +$183K | 0.17% | 35 |
|
|
2025
Q1 | $502K | Buy |
+2,059
| New | +$502K | 0.19% | 51 |
|
|
2024
Q4 | – | Sell |
-2,620
| Closed | -$584K | – | 110 |
|
|
2024
Q3 | $584K | Sell |
2,620
-228
| -8% | -$50.9K | 0.19% | 41 |
|
|
2024
Q2 | $600K | Sell |
2,848
-226
| -7% | -$47.6K | 0.21% | 41 |
|
|
2024
Q1 | $633K | Sell |
3,074
-188
| -6% | -$38.7K | 0.23% | 39 |
|
|
2023
Q4 | $618K | Sell |
3,262
-218
| -6% | -$41.3K | 0.25% | 39 |
|
|
2023
Q3 | $662K | Sell |
3,480
-437
| -11% | -$83.2K | 0.34% | 28 |
|
|
2023
Q2 | $737K | Sell |
3,917
-685
| -15% | -$129K | 0.31% | 33 |
|
|
2023
Q1 | $766K | Sell |
4,602
-81
| -2% | -$13.5K | 0.4% | 42 |
|
|
2022
Q4 | $775K | Sell |
4,683
-965
| -17% | -$160K | 0.36% | 40 |
|
|
2022
Q3 | $843K | Buy |
+5,648
| New | +$843K | 0.64% | 29 |
|
|
2022
Q2 | – | Sell |
-4,875
| Closed | -$831K | – | 113 |
|
|
2022
Q1 | $831K | Sell |
4,875
-1,072
| -18% | -$183K | 0.29% | 51 |
|
|
2021
Q4 | $1.03M | Buy |
5,947
+948
| +19% | +$165K | 0.39% | 35 |
|
|
2021
Q3 | $757K | Buy |
+4,999
| New | +$757K | 0.34% | 44 |
|