Shelton 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 | $1.42M | Sell |
6,485
-31
| -0.5% | -$6.78K | 0.03% | 249 |
|
|
2025
Q1 | $1.59M | Sell |
6,516
-82
| -1% | -$20K | 0.04% | 237 |
|
|
2024
Q4 | $1.4M | Hold |
6,598
| – | – | 0.03% | 248 |
|
|
2024
Q3 | $1.47M | Sell |
6,598
-10,387
| -61% | -$2.32M | 0.04% | 256 |
|
|
2024
Q2 | $3.58M | Sell |
16,985
-12,370
| -42% | -$2.61M | 0.1% | 187 |
|
|
2024
Q1 | $6.05M | Buy |
29,355
+5,038
| +21% | +$1.04M | 0.17% | 130 |
|
|
2023
Q4 | $4.61M | Buy |
24,317
+10,168
| +72% | +$1.93M | 0.15% | 159 |
|
|
2023
Q3 | $2.69M | Hold |
14,149
| – | – | 0.1% | 211 |
|
|
2023
Q2 | $2.66M | Buy |
14,149
+11,056
| +357% | +$2.08M | 0.1% | 206 |
|
|
2023
Q1 | $515K | Sell |
3,093
-65
| -2% | -$10.8K | 0.02% | 299 |
|
|
2022
Q4 | $523K | Sell |
3,158
-2,700
| -46% | -$447K | 0.05% | 263 |
|
|
2022
Q3 | $875K | Sell |
5,858
-57
| -1% | -$8.51K | 0.04% | 251 |
|
|
2022
Q2 | $918K | Hold |
5,915
| – | – | 0.04% | 264 |
|
|
2022
Q1 | $1.01M | Hold |
5,915
| – | – | 0.04% | 265 |
|
|
2021
Q4 | $1.03M | Sell |
5,915
-397
| -6% | -$69K | 0.04% | 269 |
|
|
2021
Q3 | $956K | Hold |
6,312
| – | – | 0.04% | 273 |
|
|
2021
Q2 | $888K | Sell |
6,312
-6,312
| -50% | -$888K | 0.03% | 282 |
|
|
2021
Q1 | $1.54M | Buy |
12,624
+6,153
| +95% | +$750K | 0.05% | 260 |
|
|
2020
Q4 | $757K | Sell |
6,471
-4,700
| -42% | -$550K | 0.03% | 282 |
|
|
2020
Q3 | $1.28M | Buy |
11,171
+4,700
| +73% | +$539K | 0.05% | 312 |
|
|
2020
Q2 | $695K | Sell |
6,471
-104
| -2% | -$11.2K | 0.04% | 275 |
|
|
2020
Q1 | $568K | Sell |
6,575
-600
| -8% | -$51.8K | 0.04% | 263 |
|
|
2019
Q4 | $799K | Sell |
7,175
-450
| -6% | -$50.1K | 0.04% | 259 |
|
|
2019
Q3 | $763K | Hold |
7,625
| – | – | 0.05% | 255 |
|
|
2019
Q2 | $761K | Buy |
7,625
+6,909
| +965% | +$690K | 0.04% | 262 |
|
|
2019
Q1 | $7.63K | Sell |
716
-6,909
| -91% | -$73.6K | 0.03% | 472 |
|
|
2018
Q4 | $608K | Sell |
7,625
-300
| -4% | -$23.9K | 0.04% | 270 |
|
|
2018
Q3 | $656K | Sell |
7,925
-200
| -2% | -$16.6K | 0.04% | 292 |
|
|
2018
Q2 | $666K | Sell |
8,125
-300
| -4% | -$24.6K | 0.04% | 283 |
|
|
2018
Q1 | $696K | Hold |
8,425
| – | – | 0.05% | 283 |
|
|
2017
Q4 | $686K | Hold |
8,425
| – | – | 0.04% | 287 |
|
|
2017
Q3 | $706K | Sell |
8,425
-500
| -6% | -$41.9K | 0.05% | 280 |
|
|
2017
Q2 | $696K | Sell |
8,925
-100
| -1% | -$7.8K | 0.05% | 286 |
|
|
2017
Q1 | $667K | Hold |
9,025
| – | – | 0.05% | 292 |
|
|
2016
Q4 | $610K | Hold |
9,025
| – | – | 0.05% | 311 |
|
|
2016
Q3 | $607K | Sell |
9,025
-300
| -3% | -$20.2K | 0.05% | 303 |
|
|
2016
Q2 | $638K | Buy |
9,325
+2,500
| +37% | +$171K | 0.06% | 301 |
|
|
2016
Q1 | $415K | Buy |
6,825
+1,500
| +28% | +$91.2K | 0.04% | 420 |
|
|
2015
Q4 | $295K | Sell |
5,325
-13,100
| -71% | -$726K | 0.03% | 536 |
|
|
2015
Q3 | $962K | Hold |
18,425
| – | – | 0.11% | 180 |
|
|
2015
Q2 | $1.05M | Hold |
18,425
| – | – | 0.11% | 172 |
|
|
2015
Q1 | $1.03M | Buy |
18,425
+800
| +5% | +$44.9K | 0.11% | 181 |
|
|
2014
Q4 | $1.01M | Hold |
17,625
| – | – | 0.12% | 176 |
|
|
2014
Q3 | $922K | Hold |
17,625
| – | – | 0.12% | 164 |
|
|
2014
Q2 | $913K | Hold |
17,625
| – | – | 0.13% | 165 |
|
|
2014
Q1 | $869K | Hold |
17,625
| – | – | 0.13% | 165 |
|
|
2013
Q4 | $852K | Hold |
17,625
| – | – | 0.13% | 161 |
|
|
2013
Q3 | $768K | Hold |
17,625
| – | – | 0.13% | 165 |
|
|
2013
Q2 | $704K | Buy |
+17,625
| New | +$704K | 0.13% | 166 |
|