Reynders McVeigh 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 | $374K | Sell |
1,710
-60
| -3% | -$13.1K | 0.02% | 150 |
|
|
2025
Q1 | $432K | Sell |
1,770
-50
| -3% | -$12.2K | 0.02% | 142 |
|
|
2024
Q4 | $387K | Sell |
1,820
-275
| -13% | -$58.5K | 0.02% | 150 |
|
|
2024
Q3 | $467K | Sell |
2,095
-100
| -5% | -$22.3K | 0.02% | 144 |
|
|
2024
Q2 | $463K | Sell |
2,195
-75
| -3% | -$15.8K | 0.03% | 143 |
|
|
2024
Q1 | $468K | Buy |
2,270
+170
| +8% | +$35K | 0.03% | 141 |
|
|
2023
Q4 | $398K | Sell |
2,100
-200
| -9% | -$37.9K | 0.03% | 147 |
|
|
2023
Q3 | $438K | Sell |
2,300
-29
| -1% | -$5.52K | 0.03% | 136 |
|
|
2023
Q2 | $438K | Sell |
2,329
-46
| -2% | -$8.65K | 0.03% | 146 |
|
|
2023
Q1 | $396K | Sell |
2,375
-100
| -4% | -$16.7K | 0.03% | 152 |
|
|
2022
Q4 | $410K | Hold |
2,475
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $370K | Sell |
2,475
-352
| -12% | -$52.6K | 0.03% | 169 |
|
|
2022
Q2 | $439K | Buy |
2,827
+2
| +0.1% | +$311 | 0.03% | 153 |
|
|
2022
Q1 | $481K | Sell |
2,825
-573
| -17% | -$97.6K | 0.03% | 161 |
|
|
2021
Q4 | $591K | Buy |
3,398
+473
| +16% | +$82.3K | 0.03% | 147 |
|
|
2021
Q3 | $443K | Sell |
2,925
-550
| -16% | -$83.3K | 0.03% | 163 |
|
|
2021
Q2 | $489K | Buy |
3,475
+164
| +5% | +$23.1K | 0.03% | 157 |
|
|
2021
Q1 | $403K | Sell |
3,311
-1,112
| -25% | -$135K | 0.03% | 171 |
|
|
2020
Q4 | $517K | Buy |
4,423
+2,665
| +152% | +$312K | 0.04% | 148 |
|
|
2020
Q3 | $202K | Sell |
1,758
-350
| -17% | -$40.2K | 0.02% | 222 |
|
|
2020
Q2 | $226K | Buy |
+2,108
| New | +$226K | 0.02% | 199 |
|
|
2020
Q1 | – | Sell |
-6,548
| Closed | -$730K | – | 215 |
|
|
2019
Q4 | $730K | Buy |
+6,548
| New | +$730K | 0.07% | 128 |
|
|
2019
Q2 | – | Sell |
-2,150
| Closed | -$202K | – | 218 |
|
|
2019
Q1 | $202K | Buy |
+2,150
| New | +$202K | 0.02% | 208 |
|
|
2018
Q3 | – | Sell |
-3,450
| Closed | -$283K | – | 206 |
|
|
2018
Q2 | $283K | Hold |
3,450
| – | – | 0.04% | 177 |
|
|
2018
Q1 | $285K | Buy |
+3,450
| New | +$285K | 0.04% | 173 |
|