Shelton 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 | $2.46M | Buy |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $3.58M | Sell |
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|
2024
Q1 | $6.05M | Buy |
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|
2023
Q4 | $4.61M | Buy |
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|
2023
Q3 | $2.69M | Hold |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $875K | Sell |
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|
2022
Q2 | $918K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $956K | Hold |
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|
2021
Q2 | $888K | Sell |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $757K | Sell |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $695K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $799K | Sell |
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|
2019
Q3 | $763K | Hold |
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|
2019
Q2 | $761K | Buy |
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|
2019
Q1 | $7.63K | Sell |
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|
2018
Q4 | $608K | Sell |
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|
2018
Q3 | $656K | Sell |
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|
2018
Q2 | $666K | Sell |
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|
2018
Q1 | $696K | Hold |
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|
2017
Q4 | $686K | Hold |
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|
2017
Q3 | $706K | Sell |
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|
2017
Q2 | $696K | Sell |
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|
2017
Q1 | $667K | Hold |
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|
2016
Q4 | $610K | Hold |
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|
2016
Q3 | $607K | Sell |
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|
2016
Q2 | $638K | Buy |
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|
2016
Q1 | $415K | Buy |
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|
2015
Q4 | $295K | Sell |
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|
2015
Q3 | $962K | Hold |
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|
2015
Q2 | $1.04M | Hold |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $1.01M | Hold |
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|
2014
Q3 | $922K | Hold |
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|
2014
Q2 | $913K | Hold |
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|
2014
Q1 | $869K | Hold |
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|
2013
Q4 | $852K | Hold |
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|
2013
Q3 | $768K | Hold |
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|
2013
Q2 | $704K | Buy |
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