Pointe Capital Management’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 | $304K | Hold |
1,392
| – | – | 0.16% | 124 |
|
|
2025
Q1 | $340K | Hold |
1,392
| – | – | 0.2% | 113 |
|
|
2024
Q4 | $296K | Buy |
1,392
+22
| +2% | +$4.67K | 0.17% | 121 |
|
|
2024
Q3 | $306K | Buy |
1,370
+124
| +10% | +$27.7K | 0.18% | 120 |
|
|
2024
Q2 | $263K | Hold |
1,246
| – | – | 0.16% | 126 |
|
|
2024
Q1 | $257K | Hold |
1,246
| – | – | 0.16% | 134 |
|
|
2023
Q4 | $236K | Buy |
1,246
+17
| +1% | +$3.22K | 0.16% | 133 |
|
|
2023
Q3 | $234K | Buy |
1,229
+9
| +0.7% | +$1.71K | 0.17% | 124 |
|
|
2023
Q2 | $229K | Sell |
1,220
-67
| -5% | -$12.6K | 0.17% | 130 |
|
|
2023
Q1 | $214K | Sell |
1,287
-977
| -43% | -$163K | 0.15% | 138 |
|
|
2022
Q4 | $375K | Hold |
2,264
| – | – | 0.29% | 89 |
|
|
2022
Q3 | $338K | Buy |
2,264
+31
| +1% | +$4.63K | 0.27% | 94 |
|
|
2022
Q2 | $347K | Hold |
2,233
| – | – | 0.26% | 100 |
|
|
2022
Q1 | $381K | Buy |
2,233
+68
| +3% | +$11.6K | 0.24% | 106 |
|
|
2021
Q4 | $376K | Buy |
2,165
+89
| +4% | +$15.5K | 0.23% | 108 |
|
|
2021
Q3 | $314K | Buy |
2,076
+517
| +33% | +$78.2K | 0.22% | 112 |
|
|
2021
Q2 | $219K | Buy |
+1,559
| New | +$219K | 0.15% | 134 |
|
|
2015
Q4 | – | Sell |
-8,280
| Closed | -$432K | – | 157 |
|
|
2015
Q3 | $432K | Hold |
8,280
| – | – | 0.26% | 99 |
|
|
2015
Q2 | $469K | Buy |
8,280
+2,475
| +43% | +$140K | 0.21% | 103 |
|
|
2015
Q1 | $326K | Buy |
+5,805
| New | +$326K | 0.15% | 121 |
|