RCIM
Red Cedar Investment Management’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Hold |
13,578
| – | – | 0.37% | 46 |
|
|
2025
Q1 | $3.31M | Sell |
13,578
-3,943
| -23% | -$962K | 0.46% | 37 |
|
|
2024
Q4 | $3.72M | Hold |
17,521
| – | – | 0.47% | 32 |
|
|
2024
Q3 | $3.91M | Hold |
17,521
| – | – | 0.5% | 35 |
|
|
2024
Q2 | $3.69M | Sell |
17,521
-3,737
| -18% | -$787K | 0.5% | 33 |
|
|
2024
Q1 | $4.38M | Hold |
21,258
| – | – | 0.55% | 30 |
|
|
2023
Q4 | $4.03M | Hold |
21,258
| – | – | 0.58% | 28 |
|
|
2023
Q3 | $4.05M | Buy |
21,258
+4,778
| +29% | +$909K | 0.62% | 26 |
|
|
2023
Q2 | $3.1M | Hold |
16,480
| – | – | 0.47% | 36 |
|
|
2023
Q1 | $2.74M | Buy |
16,480
+5,640
| +52% | +$939K | 0.42% | 37 |
|
|
2022
Q4 | $1.79M | Buy |
10,840
+682
| +7% | +$113K | 0.28% | 38 |
|
|
2022
Q3 | $1.52M | Buy |
10,158
+2,266
| +29% | +$338K | 0.26% | 38 |
|
|
2022
Q2 | $1.23M | Buy |
7,892
+2,989
| +61% | +$464K | 0.2% | 47 |
|
|
2022
Q1 | $836K | Buy |
4,903
+2,422
| +98% | +$413K | 0.12% | 65 |
|
|
2021
Q4 | $431K | Buy |
+2,481
| New | +$431K | 0.05% | 85 |
|