Neville Rodie & Shaw’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 | $1.21M | Hold |
5,530
| – | – | 0.09% | 119 |
|
|
2025
Q1 | $1.35M | Hold |
5,530
| – | – | 0.11% | 114 |
|
|
2024
Q4 | $1.18M | Hold |
5,530
| – | – | 0.09% | 124 |
|
|
2024
Q3 | $1.23M | Hold |
5,530
| – | – | 0.09% | 122 |
|
|
2024
Q2 | $1.17M | Sell |
5,530
-3,000
| -35% | -$632K | 0.09% | 122 |
|
|
2024
Q1 | $1.76M | Hold |
8,530
| – | – | 0.13% | 99 |
|
|
2023
Q4 | $1.62M | Hold |
8,530
| – | – | 0.13% | 102 |
|
|
2023
Q3 | $1.62M | Hold |
8,530
| – | – | 0.14% | 96 |
|
|
2023
Q2 | $1.6M | Hold |
8,530
| – | – | 0.14% | 97 |
|
|
2023
Q1 | $1.42M | Hold |
8,530
| – | – | 0.13% | 97 |
|
|
2022
Q4 | $1.41M | Hold |
8,530
| – | – | 0.13% | 101 |
|
|
2022
Q3 | $1.27M | Hold |
8,530
| – | – | 0.13% | 106 |
|
|
2022
Q2 | $1.32M | Hold |
8,530
| – | – | 0.12% | 108 |
|
|
2022
Q1 | $1.46M | Hold |
8,530
| – | – | 0.11% | 111 |
|
|
2021
Q4 | $1.48M | Hold |
8,530
| – | – | 0.11% | 115 |
|
|
2021
Q3 | $1.29M | Hold |
8,530
| – | – | 0.1% | 114 |
|
|
2021
Q2 | $1.2M | Hold |
8,530
| – | – | 0.09% | 123 |
|
|
2021
Q1 | $1.04M | Hold |
8,530
| – | – | 0.09% | 130 |
|
|
2020
Q4 | $998K | Hold |
8,530
| – | – | 0.09% | 122 |
|
|
2020
Q3 | $978K | Hold |
8,530
| – | – | 0.09% | 117 |
|
|
2020
Q2 | $916K | Hold |
8,530
| – | – | 0.09% | 117 |
|
|
2020
Q1 | $738K | Hold |
8,530
| – | – | 0.09% | 127 |
|
|
2019
Q4 | $950K | Hold |
8,530
| – | – | 0.09% | 129 |
|
|
2019
Q3 | $853K | Hold |
8,530
| – | – | 0.09% | 130 |
|
|
2019
Q2 | $851K | Hold |
8,530
| – | – | 0.09% | 136 |
|
|
2019
Q1 | $801K | Hold |
8,530
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $680K | Hold |
8,530
| – | – | 0.08% | 140 |
|
|
2018
Q3 | $706K | Hold |
8,530
| – | – | 0.07% | 146 |
|
|
2018
Q2 | $699K | Buy |
8,530
+2,530
| +42% | +$207K | 0.07% | 150 |
|
|
2018
Q1 | $496K | Hold |
6,000
| – | – | 0.05% | 165 |
|
|
2017
Q4 | $488K | Hold |
6,000
| – | – | 0.05% | 169 |
|
|
2017
Q3 | $503K | Hold |
6,000
| – | – | 0.06% | 163 |
|
|
2017
Q2 | $468K | Hold |
6,000
| – | – | 0.05% | 170 |
|
|
2017
Q1 | $443K | Hold |
6,000
| – | – | 0.05% | 180 |
|
|
2016
Q4 | $406K | Hold |
6,000
| – | – | 0.05% | 183 |
|
|
2016
Q3 | $404K | Hold |
6,000
| – | – | 0.05% | 187 |
|
|
2016
Q2 | $411K | Hold |
6,000
| – | – | 0.05% | 189 |
|
|
2016
Q1 | $365K | Hold |
6,000
| – | – | 0.04% | 193 |
|
|
2015
Q4 | $333K | Hold |
6,000
| – | – | 0.04% | 207 |
|
|
2015
Q3 | $313K | Hold |
6,000
| – | – | 0.04% | 209 |
|
|
2015
Q2 | $340K | Sell |
6,000
-198
| -3% | -$11.2K | 0.04% | 203 |
|
|
2015
Q1 | $348K | Hold |
6,198
| – | – | 0.04% | 206 |
|
|
2014
Q4 | $355K | Hold |
6,198
| – | – | 0.04% | 208 |
|
|
2014
Q3 | $324K | Hold |
6,198
| – | – | 0.03% | 216 |
|
|
2014
Q2 | $321K | Hold |
6,198
| – | – | 0.03% | 209 |
|
|
2014
Q1 | $306K | Buy |
6,198
+198
| +3% | +$9.78K | 0.03% | 205 |
|
|
2013
Q4 | $290K | Hold |
6,000
| – | – | 0.03% | 207 |
|
|
2013
Q3 | $261K | Hold |
6,000
| – | – | 0.03% | 216 |
|
|
2013
Q2 | $240K | Buy |
+6,000
| New | +$240K | 0.03% | 227 |
|