Opus Capital Group’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 | $421K | Hold |
1,926
| – | – | 0.05% | 83 |
|
|
2025
Q1 | $470K | Buy |
1,926
+48
| +3% | +$11.7K | 0.06% | 81 |
|
|
2024
Q4 | $399K | Sell |
1,878
-413
| -18% | -$87.7K | 0.05% | 81 |
|
|
2024
Q3 | $511K | Buy |
2,291
+146
| +7% | +$32.6K | 0.06% | 76 |
|
|
2024
Q2 | $452K | Sell |
2,145
-79
| -4% | -$16.6K | 0.06% | 80 |
|
|
2024
Q1 | $458K | Sell |
2,224
-315
| -12% | -$64.9K | 0.07% | 80 |
|
|
2023
Q4 | $481K | Sell |
2,539
-31
| -1% | -$5.87K | 0.08% | 74 |
|
|
2023
Q3 | $489K | Sell |
2,570
-504
| -16% | -$95.9K | 0.09% | 68 |
|
|
2023
Q2 | $578K | Sell |
3,074
-17
| -0.5% | -$3.2K | 0.1% | 67 |
|
|
2023
Q1 | $515K | Sell |
3,091
-28
| -0.9% | -$4.67K | 0.09% | 69 |
|
|
2022
Q4 | $516K | Sell |
3,119
-120
| -4% | -$19.9K | 0.1% | 71 |
|
|
2022
Q3 | $484K | Hold |
3,239
| – | – | 0.1% | 64 |
|
|
2022
Q2 | $503K | Hold |
3,239
| – | – | 0.1% | 65 |
|
|
2022
Q1 | $552K | Hold |
3,239
| – | – | 0.11% | 70 |
|
|
2021
Q4 | $563K | Hold |
3,239
| – | – | 0.12% | 62 |
|
|
2021
Q3 | $490K | Sell |
3,239
-1,100
| -25% | -$166K | 0.11% | 61 |
|
|
2021
Q2 | $610K | Sell |
4,339
-421
| -9% | -$59.2K | 0.14% | 62 |
|
|
2021
Q1 | $580K | Sell |
4,760
-880
| -16% | -$107K | 0.14% | 66 |
|
|
2020
Q4 | $660K | Hold |
5,640
| – | – | 0.17% | 61 |
|
|
2020
Q3 | $647K | Sell |
5,640
-930
| -14% | -$107K | 0.19% | 58 |
|
|
2020
Q2 | $705K | Sell |
6,570
-75
| -1% | -$8.05K | 0.22% | 57 |
|
|
2020
Q1 | $575K | Sell |
6,645
-911
| -12% | -$78.8K | 0.2% | 60 |
|
|
2019
Q4 | $842K | Sell |
7,556
-29
| -0.4% | -$3.23K | 0.25% | 54 |
|
|
2019
Q3 | $759K | Hold |
7,585
| – | – | 0.23% | 56 |
|
|
2019
Q2 | $757K | Buy |
7,585
+1,180
| +18% | +$118K | 0.23% | 53 |
|
|
2019
Q1 | $601K | Hold |
6,405
| – | – | 0.16% | 136 |
|
|
2018
Q4 | $511K | Hold |
6,405
| – | – | 0.11% | 142 |
|
|
2018
Q3 | $530K | Sell |
6,405
-570
| -8% | -$47.2K | 0.12% | 145 |
|
|
2018
Q2 | $572K | Buy |
6,975
+1,700
| +32% | +$139K | 0.14% | 127 |
|
|
2018
Q1 | $436K | Hold |
5,275
| – | – | 0.11% | 148 |
|
|
2017
Q4 | $429K | Hold |
5,275
| – | – | 0.09% | 156 |
|
|
2017
Q3 | $442K | Buy |
5,275
+1,535
| +41% | +$129K | 0.1% | 150 |
|
|
2017
Q2 | $292K | Buy |
+3,740
| New | +$292K | 0.06% | 158 |
|
|
2015
Q4 | – | Sell |
-8,390
| Closed | -$438K | – | 261 |
|
|
2015
Q3 | $438K | Hold |
8,390
| – | – | 0.07% | 176 |
|
|
2015
Q2 | $476K | Sell |
8,390
-590
| -7% | -$33.5K | 0.07% | 172 |
|
|
2015
Q1 | $504K | Buy |
8,980
+3,060
| +52% | +$172K | 0.08% | 159 |
|
|
2014
Q4 | $339K | Hold |
5,920
| – | – | 0.05% | 192 |
|
|
2014
Q3 | $310K | Hold |
5,920
| – | – | 0.04% | 210 |
|
|
2014
Q2 | $307K | Buy |
+5,920
| New | +$307K | 0.02% | 197 |
|