Vestor Capital’s Marsh & McLennan MMC Stock Holding History

Vestor Capital’s Portfolio MMC Stock Details MMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	2,940 +1,658	+129%	+$130K	0.02%	142
2025 Q1	$313K	Sell	1,282 -10	-0.8%	-$2.44K	0.03%	115
2024 Q4	$274K	Buy	1,292 +10	+0.8%	+$2.12K	0.02%	136
2024 Q3	$286K	Hold	1,282	–	–	0.02%	105
2024 Q2	$270K	Hold	1,282	–	–	0.02%	108
2024 Q1	$264K	Hold	1,282	–	–	0.02%	122
2023 Q4	$243K	Buy	1,282 +476	+59%	+$90.2K	0.02%	113
2023 Q3	$153K	Sell	806 -184	-19%	-$34.9K	0.02%	138
2023 Q2	$186K	Buy	990 +79	+9%	+$14.8K	0.02%	125
2023 Q1	$152K	Buy	911 +3	+0.3%	+$501	0.02%	145
2022 Q4	$150K	Buy	908 +224	+33%	+$37K	0.02%	148
2022 Q3	$102K	Hold	684	–	–	0.01%	149
2022 Q2	$106K	Hold	684	–	–	0.01%	140
2022 Q1	$117K	Sell	684 -65	-9%	-$11.1K	0.01%	142
2021 Q4	$130K	Hold	749	–	–	0.01%	142
2021 Q3	$113K	Hold	749	–	–	0.01%	145
2021 Q2	$105K	Hold	749	–	–	0.01%	141
2021 Q1	$91K	Hold	749	–	–	0.01%	146
2020 Q4	$88K	Hold	749	–	–	0.01%	141
2020 Q3	$86K	Buy	+749	New	+$86K	0.01%	108
2020 Q1	$63K	Hold	730	–	–	0.01%	116
2019 Q4	$81K	Hold	730	–	–	0.01%	122
2019 Q3	$73K	Hold	730	–	–	0.01%	109
2019 Q2	$73K	Sell	730 -130	-15%	-$13K	0.01%	97
2019 Q1	$81K	Hold	860	–	–	0.01%	105
2018 Q4	$69K	Hold	860	–	–	0.02%	92
2018 Q3	$71K	Hold	860	–	–	0.01%	96
2018 Q2	$70K	Hold	860	–	–	0.01%	98
2018 Q1	$71K	Hold	860	–	–	0.01%	99
2017 Q4	$70K	Hold	860	–	–	0.02%	98
2017 Q3	$72K	Sell	860 -128	-13%	-$10.7K	0.02%	98
2017 Q2	$77K	Buy	988 +128	+15%	+$9.98K	0.02%	103
2017 Q1	$64K	Sell	860 -40	-4%	-$2.98K	0.01%	125
2016 Q4	$61K	Hold	900	–	–	0.02%	85
2016 Q3	$61K	Hold	900	–	–	0.02%	92
2016 Q2	$62K	Hold	900	–	–	0.02%	80
2016 Q1	$55K	Hold	900	–	–	0.02%	82
2015 Q4	$50K	Hold	900	–	–	0.01%	93
2015 Q3	$47K	Hold	900	–	–	0.01%	102
2015 Q2	$51K	Hold	900	–	–	0.02%	96
2015 Q1	$50K	Buy	+900	New	+$50K	0.02%	89