PCM
Prelude Capital Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1184 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1283 |
|
|
2024
Q4 | – | Sell |
-1,258
| Closed | -$281K | – | 1293 |
|
|
2024
Q3 | $281K | Buy |
+1,258
| New | +$281K | 0.02% | 810 |
|
|
2022
Q4 | – | Sell |
-3,393
| Closed | -$507K | – | 1361 |
|
|
2022
Q3 | $507K | Buy |
+3,393
| New | +$507K | 0.02% | 628 |
|
|
2021
Q1 | – | Sell |
-2,447
| Closed | -$286K | – | 1281 |
|
|
2020
Q4 | $286K | Buy |
+2,447
| New | +$286K | 0.01% | 529 |
|
|
2020
Q3 | – | Sell |
-12,665
| Closed | -$1.36M | – | 1666 |
|
|
2020
Q2 | $1.36M | Buy |
+12,665
| New | +$1.36M | 0.07% | 112 |
|
|
2020
Q1 | – | Sell |
-5,650
| Closed | -$629K | – | 1327 |
|
|
2019
Q4 | $629K | Buy |
5,650
+1,495
| +36% | +$166K | 0.02% | 274 |
|
|
2019
Q3 | $416K | Buy |
+4,155
| New | +$416K | 0.02% | 311 |
|
|
2019
Q1 | – | Sell |
-2,671
| Closed | -$213K | – | 1583 |
|
|
2018
Q4 | $213K | Buy |
2,671
+1,764
| +194% | +$141K | 0.01% | 480 |
|
|
2018
Q3 | $75K | Buy |
+907
| New | +$75K | ﹤0.01% | 736 |
|
|
2018
Q2 | – | Sell |
-2,354
| Closed | -$194K | – | 1540 |
|
|
2018
Q1 | $194K | Buy |
+2,354
| New | +$194K | 0.01% | 610 |
|
|
2017
Q4 | – | Sell |
-12,467
| Closed | -$1.05M | – | 1440 |
|
|
2017
Q3 | $1.05M | Buy |
12,467
+12,234
| +5,251% | +$1.03M | 0.09% | 202 |
|
|
2017
Q2 | $18K | Sell |
233
-2,667
| -92% | -$206K | ﹤0.01% | 1173 |
|
|
2017
Q1 | $214K | Hold |
2,900
| – | – | 0.02% | 499 |
|
|
2016
Q4 | $196K | Buy |
+2,900
| New | +$196K | 0.02% | 556 |
|
|
2016
Q2 | – | Sell |
-20,089
| Closed | -$1.22M | – | 1608 |
|
|
2016
Q1 | $1.22M | Sell |
20,089
-2,297
| -10% | -$140K | 0.17% | 121 |
|
|
2015
Q4 | $1.24M | Buy |
+22,386
| New | +$1.24M | 0.19% | 115 |
|
|
2015
Q3 | – | Sell |
-286
| Closed | -$16K | – | 1569 |
|
|
2015
Q2 | $16K | Buy |
+286
| New | +$16K | ﹤0.01% | 1389 |
|