Pointe Capital Management’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 | $281K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $432K | Hold |
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|
2015
Q2 | $469K | Buy |
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|
2015
Q1 | $326K | Buy |
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