Moors & Cabot’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 | $637K | Buy |
2,915
+1,177
| +68% | +$257K | 0.03% | 446 |
|
|
2025
Q1 | $424K | Buy |
1,738
+48
| +3% | +$11.7K | 0.02% | 531 |
|
|
2024
Q4 | $359K | Buy |
1,690
+29
| +2% | +$6.16K | 0.02% | 606 |
|
|
2024
Q3 | $371K | Sell |
1,661
-59
| -3% | -$13.2K | 0.02% | 596 |
|
|
2024
Q2 | $363K | Sell |
1,720
-25
| -1% | -$5.27K | 0.02% | 569 |
|
|
2024
Q1 | $360K | Sell |
1,745
-284
| -14% | -$58.5K | 0.02% | 609 |
|
|
2023
Q4 | $385K | Sell |
2,029
-11
| -0.5% | -$2.09K | 0.02% | 542 |
|
|
2023
Q3 | $388K | Hold |
2,040
| – | – | 0.03% | 513 |
|
|
2023
Q2 | $384K | Buy |
2,040
+9
| +0.4% | +$1.69K | 0.03% | 522 |
|
|
2023
Q1 | $338K | Sell |
2,031
-1,436
| -41% | -$239K | 0.02% | 557 |
|
|
2022
Q4 | $574K | Buy |
3,467
+199
| +6% | +$32.9K | 0.04% | 379 |
|
|
2022
Q3 | $488K | Buy |
3,268
+60
| +2% | +$8.96K | 0.04% | 408 |
|
|
2022
Q2 | $498K | Buy |
3,208
+142
| +5% | +$22K | 0.04% | 413 |
|
|
2022
Q1 | $523K | Buy |
3,066
+241
| +9% | +$41.1K | 0.03% | 457 |
|
|
2021
Q4 | $491K | Sell |
2,825
-395
| -12% | -$68.7K | 0.03% | 467 |
|
|
2021
Q3 | $485K | Sell |
3,220
-209
| -6% | -$31.5K | 0.03% | 453 |
|
|
2021
Q2 | $482K | Buy |
3,429
+128
| +4% | +$18K | 0.03% | 432 |
|
|
2021
Q1 | $402K | Sell |
3,301
-122
| -4% | -$14.9K | 0.03% | 441 |
|
|
2020
Q4 | $402K | Sell |
3,423
-142
| -4% | -$16.7K | 0.03% | 437 |
|
|
2020
Q3 | $409K | Sell |
3,565
-187
| -5% | -$21.5K | 0.04% | 382 |
|
|
2020
Q2 | $403K | Buy |
3,752
+538
| +17% | +$57.8K | 0.04% | 367 |
|
|
2020
Q1 | $277K | Sell |
3,214
-756
| -19% | -$65.2K | 0.04% | 396 |
|
|
2019
Q4 | $441K | Buy |
3,970
+438
| +12% | +$48.7K | 0.04% | 370 |
|
|
2019
Q3 | $355K | Buy |
3,532
+1,488
| +73% | +$150K | 0.04% | 406 |
|
|
2019
Q2 | $204K | Buy |
+2,044
| New | +$204K | 0.03% | 511 |
|
|
2018
Q3 | – | Sell |
-2,947
| Closed | -$241K | – | 596 |
|
|
2018
Q2 | $241K | Buy |
+2,947
| New | +$241K | 0.03% | 475 |
|
|
2017
Q1 | – | Sell |
-4,675
| Closed | -$316K | – | 539 |
|
|
2016
Q4 | $316K | Buy |
4,675
+151
| +3% | +$10.2K | 0.05% | 380 |
|
|
2016
Q3 | $304K | Sell |
4,524
-449
| -9% | -$30.2K | 0.05% | 371 |
|
|
2016
Q2 | $340K | Buy |
4,973
+2
| +0% | +$137 | 0.06% | 346 |
|
|
2016
Q1 | $301K | Buy |
4,971
+426
| +9% | +$25.8K | 0.05% | 350 |
|
|
2015
Q4 | $252K | Sell |
4,545
-699
| -13% | -$38.8K | 0.05% | 398 |
|
|
2015
Q3 | $275K | Sell |
5,244
-348
| -6% | -$18.2K | 0.05% | 383 |
|
|
2015
Q2 | $319K | Buy |
5,592
+1
| +0% | +$57 | 0.05% | 368 |
|
|
2015
Q1 | $313K | Sell |
5,591
-773
| -12% | -$43.3K | 0.05% | 377 |
|
|
2014
Q4 | $364K | Buy |
6,364
+2
| +0% | +$114 | 0.06% | 331 |
|
|
2014
Q3 | $334K | Sell |
6,362
-19
| -0.3% | -$997 | 0.06% | 351 |
|
|
2014
Q2 | $332K | Buy |
6,381
+551
| +9% | +$28.7K | 0.06% | 355 |
|
|
2014
Q1 | $287K | Buy |
+5,830
| New | +$287K | 0.07% | 282 |
|