Texas Capital Bank Wealth Management Services’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 | $1.02M | Buy |
4,671
+246
| +6% | +$53.8K | 0.1% | 93 |
|
|
2025
Q1 | $1.08M | Buy |
4,425
+1,181
| +36% | +$288K | 0.11% | 78 |
|
|
2024
Q4 | $689K | Sell |
3,244
-619
| -16% | -$131K | 0.07% | 90 |
|
|
2024
Q3 | $862K | Buy |
3,863
+55
| +1% | +$12.3K | 0.08% | 83 |
|
|
2024
Q2 | $802K | Sell |
3,808
-183
| -5% | -$38.6K | 0.08% | 91 |
|
|
2024
Q1 | $822K | Sell |
3,991
-782
| -16% | -$161K | 0.09% | 90 |
|
|
2023
Q4 | $904K | Buy |
4,773
+185
| +4% | +$35.1K | 0.11% | 78 |
|
|
2023
Q3 | $873K | Buy |
4,588
+258
| +6% | +$49.1K | 0.11% | 86 |
|
|
2023
Q2 | $814K | Sell |
4,330
-1,385
| -24% | -$260K | 0.09% | 96 |
|
|
2023
Q1 | $952K | Buy |
5,715
+280
| +5% | +$46.6K | 0.11% | 83 |
|
|
2022
Q4 | $899K | Buy |
5,435
+1,665
| +44% | +$276K | 0.11% | 85 |
|
|
2022
Q3 | $563K | Buy |
3,770
+190
| +5% | +$28.4K | 0.07% | 96 |
|
|
2022
Q2 | $556K | Buy |
3,580
+351
| +11% | +$54.5K | 0.06% | 93 |
|
|
2022
Q1 | $550K | Buy |
3,229
+279
| +9% | +$47.5K | 0.05% | 101 |
|
|
2021
Q4 | $513K | Buy |
2,950
+280
| +10% | +$48.7K | 0.04% | 107 |
|
|
2021
Q3 | $404K | Sell |
2,670
-212
| -7% | -$32.1K | 0.04% | 111 |
|
|
2021
Q2 | $405K | Buy |
+2,882
| New | +$405K | 0.05% | 104 |
|
|
2020
Q1 | – | Sell |
-1,835
| Closed | -$204K | – | 123 |
|
|
2019
Q4 | $204K | Buy |
+1,835
| New | +$204K | 0.05% | 112 |
|