Appleton Partners’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 | $213K | Hold |
975
| – | – | 0.02% | 240 |
|
|
2025
Q1 | $238K | Sell |
975
-19
| -2% | -$4.64K | 0.02% | 227 |
|
|
2024
Q4 | $211K | Buy |
994
+19
| +2% | +$4.03K | 0.02% | 245 |
|
|
2024
Q3 | $218K | Hold |
975
| – | – | 0.02% | 249 |
|
|
2024
Q2 | $205K | Sell |
975
-345
| -26% | -$72.5K | 0.02% | 253 |
|
|
2024
Q1 | $272K | Sell |
1,320
-136
| -9% | -$28K | 0.02% | 240 |
|
|
2023
Q4 | $276K | Sell |
1,456
-110
| -7% | -$20.9K | 0.02% | 257 |
|
|
2023
Q3 | $298K | Hold |
1,566
| – | – | 0.03% | 242 |
|
|
2023
Q2 | $295K | Sell |
1,566
-3
| -0.2% | -$565 | 0.02% | 246 |
|
|
2023
Q1 | $261K | Hold |
1,569
| – | – | 0.02% | 269 |
|
|
2022
Q4 | $260K | Hold |
1,569
| – | – | 0.02% | 268 |
|
|
2022
Q3 | $234K | Hold |
1,569
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $244K | Sell |
1,569
-72
| -4% | -$11.2K | 0.02% | 268 |
|
|
2022
Q1 | $280K | Hold |
1,641
| – | – | 0.02% | 264 |
|
|
2021
Q4 | $285K | Buy |
1,641
+91
| +6% | +$15.8K | 0.02% | 269 |
|
|
2021
Q3 | $235K | Sell |
1,550
-254
| -14% | -$38.5K | 0.02% | 273 |
|
|
2021
Q2 | $254K | Buy |
+1,804
| New | +$254K | 0.02% | 267 |
|