Noesis Capital Mangement’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
Q3 | $705K | Hold |
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|
2025
Q2 | $765K | Hold |
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|
2025
Q1 | $854K | Hold |
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|
2024
Q4 | $743K | Hold |
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|
2024
Q3 | $781K | Hold |
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|
2024
Q2 | $738K | Hold |
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|
2024
Q1 | $721K | Hold |
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|
2023
Q4 | $663K | Hold |
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|
2023
Q3 | $666K | Hold |
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|
2023
Q2 | $658K | Hold |
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|
2023
Q1 | $583K | Hold |
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|
2022
Q4 | $579K | Hold |
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|
2022
Q3 | $523K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $596K | Hold |
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|
2021
Q4 | $608K | Hold |
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|
2021
Q3 | $530K | Hold |
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|
2021
Q2 | $495K | Sell |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $401K | Hold |
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|
2020
Q2 | $376K | Hold |
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|
2020
Q1 | $303K | Hold |
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|
2019
Q4 | $390K | Hold |
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|
2019
Q3 | $350K | Hold |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $338K | Hold |
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|
2018
Q4 | $287K | Hold |
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|
2018
Q3 | $298K | Sell |
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|
2018
Q2 | $543K | Hold |
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|
2018
Q1 | $547K | Hold |
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|
2017
Q4 | $540K | Hold |
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|
2017
Q3 | $556K | Hold |
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|
2017
Q2 | $517K | Hold |
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|
2017
Q1 | $490K | Hold |
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|
2016
Q4 | $448K | Hold |
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|
2016
Q3 | $446K | Hold |
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|
2016
Q2 | $454K | Buy |
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|
2016
Q1 | $394K | Hold |
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|
2015
Q4 | $359K | Buy |
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|
2015
Q3 | $313K | Hold |
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|
2015
Q2 | $340K | Hold |
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|
2015
Q1 | $336K | Hold |
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|
2014
Q4 | $343K | Buy |
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|
2014
Q3 | $212K | Hold |
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|
2014
Q2 | $210K | Buy |
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