Moors & Cabot’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
Q2 | $637K | Buy |
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|
2025
Q1 | $424K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $485K | Sell |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $403K | Buy |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $355K | Buy |
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|
2019
Q2 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $241K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $316K | Buy |
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|
2016
Q3 | $304K | Sell |
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|
2016
Q2 | $340K | Buy |
|
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|
2016
Q1 | $301K | Buy |
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|
2015
Q4 | $252K | Sell |
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|
2015
Q3 | $275K | Sell |
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|
2015
Q2 | $319K | Buy |
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|
2015
Q1 | $313K | Sell |
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|
2014
Q4 | $364K | Buy |
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|
2014
Q3 | $334K | Sell |
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|
2014
Q2 | $332K | Buy |
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|
2014
Q1 | $287K | Buy |
|