Montag & Associates’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 | $541K | Hold |
2,475
| – | – | 0.03% | 298 |
|
|
2025
Q1 | $604K | Sell |
2,475
-325
| -12% | -$79.3K | 0.03% | 293 |
|
|
2024
Q4 | $595K | Hold |
2,800
| – | – | 0.03% | 305 |
|
|
2024
Q3 | $625K | Hold |
2,800
| – | – | 0.03% | 302 |
|
|
2024
Q2 | $590K | Hold |
2,800
| – | – | 0.03% | 291 |
|
|
2024
Q1 | $577K | Hold |
2,800
| – | – | 0.03% | 304 |
|
|
2023
Q4 | $531K | Sell |
2,800
-127
| -4% | -$24.1K | 0.03% | 294 |
|
|
2023
Q3 | $557K | Hold |
2,927
| – | – | 0.04% | 277 |
|
|
2023
Q2 | $551K | Hold |
2,927
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $487K | Hold |
2,927
| – | – | 0.03% | 282 |
|
|
2022
Q4 | $484K | Sell |
2,927
-75
| -2% | -$12.4K | 0.03% | 268 |
|
|
2022
Q3 | $448K | Sell |
3,002
-134
| -4% | -$20K | 0.03% | 270 |
|
|
2022
Q2 | $487K | Hold |
3,136
| – | – | 0.03% | 267 |
|
|
2022
Q1 | $534K | Hold |
3,136
| – | – | 0.03% | 284 |
|
|
2021
Q4 | $545K | Buy |
3,136
+784
| +33% | +$136K | 0.03% | 289 |
|
|
2021
Q3 | $356K | Buy |
2,352
+150
| +7% | +$22.7K | 0.02% | 322 |
|
|
2021
Q2 | $310K | Hold |
2,202
| – | – | 0.02% | 339 |
|
|
2021
Q1 | $268K | Hold |
2,202
| – | – | 0.02% | 349 |
|
|
2020
Q4 | $258K | Hold |
2,202
| – | – | 0.02% | 331 |
|
|
2020
Q3 | $253K | Hold |
2,202
| – | – | 0.02% | 275 |
|
|
2020
Q2 | $236K | Buy |
+2,202
| New | +$236K | 0.02% | 280 |
|
|
2020
Q1 | – | Sell |
-2,202
| Closed | -$245K | – | 296 |
|
|
2019
Q4 | $245K | Hold |
2,202
| – | – | 0.02% | 278 |
|
|
2019
Q3 | $220K | Sell |
2,202
-27
| -1% | -$2.7K | 0.02% | 282 |
|
|
2019
Q2 | $222K | Buy |
2,229
+27
| +1% | +$2.69K | 0.02% | 288 |
|
|
2019
Q1 | $207K | Buy |
+2,202
| New | +$207K | 0.02% | 294 |
|
|
2017
Q1 | – | Sell |
-5,260
| Closed | -$356K | – | 243 |
|
|
2016
Q4 | $356K | Buy |
5,260
+16
| +0.3% | +$1.08K | 0.04% | 200 |
|
|
2016
Q3 | $353K | Buy |
+5,244
| New | +$353K | 0.04% | 198 |
|