Noesis Capital Mangement’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 | $765K | Hold |
3,500
| – | – | 0.13% | 57 |
|
|
2025
Q1 | $854K | Hold |
3,500
| – | – | 0.17% | 55 |
|
|
2024
Q4 | $743K | Hold |
3,500
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $781K | Hold |
3,500
| – | – | 0.16% | 58 |
|
|
2024
Q2 | $738K | Hold |
3,500
| – | – | 0.16% | 54 |
|
|
2024
Q1 | $721K | Hold |
3,500
| – | – | 0.16% | 57 |
|
|
2023
Q4 | $663K | Hold |
3,500
| – | – | 0.16% | 58 |
|
|
2023
Q3 | $666K | Hold |
3,500
| – | – | 0.17% | 56 |
|
|
2023
Q2 | $658K | Hold |
3,500
| – | – | 0.16% | 58 |
|
|
2023
Q1 | $583K | Hold |
3,500
| – | – | 0.15% | 61 |
|
|
2022
Q4 | $579K | Hold |
3,500
| – | – | 0.16% | 61 |
|
|
2022
Q3 | $523K | Hold |
3,500
| – | – | 0.16% | 63 |
|
|
2022
Q2 | $543K | Hold |
3,500
| – | – | 0.16% | 62 |
|
|
2022
Q1 | $596K | Hold |
3,500
| – | – | 0.14% | 64 |
|
|
2021
Q4 | $608K | Hold |
3,500
| – | – | 0.12% | 65 |
|
|
2021
Q3 | $530K | Hold |
3,500
| – | – | 0.1% | 67 |
|
|
2021
Q2 | $495K | Sell |
3,500
-4
| -0.1% | -$566 | 0.1% | 64 |
|
|
2021
Q1 | $427K | Buy |
3,504
+4
| +0.1% | +$487 | 0.1% | 68 |
|
|
2020
Q4 | $410K | Hold |
3,500
| – | – | 0.1% | 66 |
|
|
2020
Q3 | $401K | Hold |
3,500
| – | – | 0.11% | 67 |
|
|
2020
Q2 | $376K | Hold |
3,500
| – | – | 0.12% | 69 |
|
|
2020
Q1 | $303K | Hold |
3,500
| – | – | 0.11% | 73 |
|
|
2019
Q4 | $390K | Hold |
3,500
| – | – | 0.11% | 75 |
|
|
2019
Q3 | $350K | Hold |
3,500
| – | – | 0.11% | 69 |
|
|
2019
Q2 | $349K | Sell |
3,500
-100
| -3% | -$9.97K | 0.12% | 66 |
|
|
2019
Q1 | $338K | Hold |
3,600
| – | – | 0.12% | 64 |
|
|
2018
Q4 | $287K | Hold |
3,600
| – | – | 0.12% | 69 |
|
|
2018
Q3 | $298K | Sell |
3,600
-3,029
| -46% | -$251K | 0.1% | 70 |
|
|
2018
Q2 | $543K | Hold |
6,629
| – | – | 0.2% | 56 |
|
|
2018
Q1 | $547K | Hold |
6,629
| – | – | 0.2% | 57 |
|
|
2017
Q4 | $540K | Hold |
6,629
| – | – | 0.19% | 60 |
|
|
2017
Q3 | $556K | Hold |
6,629
| – | – | 0.21% | 61 |
|
|
2017
Q2 | $517K | Hold |
6,629
| – | – | 0.2% | 61 |
|
|
2017
Q1 | $490K | Hold |
6,629
| – | – | 0.19% | 62 |
|
|
2016
Q4 | $448K | Hold |
6,629
| – | – | 0.19% | 60 |
|
|
2016
Q3 | $446K | Hold |
6,629
| – | – | 0.19% | 62 |
|
|
2016
Q2 | $454K | Buy |
6,629
+146
| +2% | +$10K | 0.2% | 60 |
|
|
2016
Q1 | $394K | Hold |
6,483
| – | – | 0.18% | 64 |
|
|
2015
Q4 | $359K | Buy |
6,483
+490
| +8% | +$27.1K | 0.17% | 64 |
|
|
2015
Q3 | $313K | Hold |
5,993
| – | – | 0.17% | 61 |
|
|
2015
Q2 | $340K | Hold |
5,993
| – | – | 0.15% | 88 |
|
|
2015
Q1 | $336K | Hold |
5,993
| – | – | 0.14% | 95 |
|
|
2014
Q4 | $343K | Buy |
5,993
+1,948
| +48% | +$111K | 0.14% | 91 |
|
|
2014
Q3 | $212K | Hold |
4,045
| – | – | 0.09% | 101 |
|
|
2014
Q2 | $210K | Buy |
+4,045
| New | +$210K | 0.09% | 104 |
|