Bar Harbor Wealth 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 | $1.07M | Hold |
4,903
| – | – | 0.07% | 143 |
|
|
2025
Q1 | $1.2M | Sell |
4,903
-23
| -0.5% | -$5.61K | 0.08% | 137 |
|
|
2024
Q4 | $1.05M | Sell |
4,926
-75
| -1% | -$15.9K | 0.07% | 138 |
|
|
2024
Q3 | $1.12M | Sell |
5,001
-412
| -8% | -$91.9K | 0.07% | 146 |
|
|
2024
Q2 | $1.14M | Buy |
5,413
+225
| +4% | +$47.4K | 0.08% | 141 |
|
|
2024
Q1 | $1.07M | Buy |
5,188
+789
| +18% | +$163K | 0.07% | 147 |
|
|
2023
Q4 | $833K | Sell |
4,399
-175
| -4% | -$33.2K | 0.06% | 153 |
|
|
2023
Q3 | $870K | Sell |
4,574
-142
| -3% | -$27K | 0.07% | 154 |
|
|
2023
Q2 | $887K | Sell |
4,716
-489
| -9% | -$92K | 0.07% | 153 |
|
|
2023
Q1 | $867K | Sell |
5,205
-566
| -10% | -$94.3K | 0.07% | 156 |
|
|
2022
Q4 | $955K | Sell |
5,771
-50
| -0.9% | -$8.27K | 0.08% | 153 |
|
|
2022
Q3 | $869K | Sell |
5,821
-301
| -5% | -$44.9K | 0.07% | 152 |
|
|
2022
Q2 | $951K | Sell |
6,122
-1,035
| -14% | -$161K | 0.08% | 157 |
|
|
2022
Q1 | $1.22M | Sell |
7,157
-2,809
| -28% | -$478K | 0.11% | 112 |
|
|
2021
Q4 | $1.73M | Sell |
9,966
-457
| -4% | -$79.5K | 0.15% | 104 |
|
|
2021
Q3 | $1.58M | Sell |
10,423
-300
| -3% | -$45.4K | 0.15% | 106 |
|
|
2021
Q2 | $1.51M | Sell |
10,723
-685
| -6% | -$96.3K | 0.14% | 108 |
|
|
2021
Q1 | $1.39M | Sell |
11,408
-553
| -5% | -$67.4K | 0.14% | 113 |
|
|
2020
Q4 | $1.4M | Sell |
11,961
-772
| -6% | -$90.4K | 0.14% | 109 |
|
|
2020
Q3 | $1.46M | Sell |
12,733
-507
| -4% | -$58.1K | 0.16% | 103 |
|
|
2020
Q2 | $1.42M | Sell |
13,240
-5,762
| -30% | -$619K | 0.16% | 105 |
|
|
2020
Q1 | $1.64M | Sell |
19,002
-979
| -5% | -$84.6K | 0.22% | 90 |
|
|
2019
Q4 | $2.23M | Sell |
19,981
-83
| -0.4% | -$9.25K | 0.24% | 89 |
|
|
2019
Q3 | $2.01M | Buy |
20,064
+334
| +2% | +$33.4K | 0.23% | 93 |
|
|
2019
Q2 | $1.97M | Buy |
19,730
+30
| +0.2% | +$2.99K | 0.23% | 94 |
|
|
2019
Q1 | $1.85M | Sell |
19,700
-3,572
| -15% | -$335K | 0.22% | 93 |
|
|
2018
Q4 | $1.86M | Sell |
23,272
-280
| -1% | -$22.3K | 0.25% | 88 |
|
|
2018
Q3 | $1.95M | Buy |
23,552
+450
| +2% | +$37.2K | 0.22% | 96 |
|
|
2018
Q2 | $1.89M | Sell |
23,102
-5
| -0% | -$410 | 0.23% | 93 |
|
|
2018
Q1 | $1.91M | Sell |
23,107
-84
| -0.4% | -$6.94K | 0.23% | 94 |
|
|
2017
Q4 | $1.89M | Sell |
23,191
-1,024
| -4% | -$83.4K | 0.22% | 94 |
|
|
2017
Q3 | $2.03M | Sell |
24,215
-1,136
| -4% | -$95.2K | 0.25% | 85 |
|
|
2017
Q2 | $1.98M | Sell |
25,351
-3,764
| -13% | -$293K | 0.24% | 87 |
|
|
2017
Q1 | $2.15M | Sell |
29,115
-2,426
| -8% | -$179K | 0.25% | 77 |
|
|
2016
Q4 | $2.13M | Sell |
31,541
-230
| -0.7% | -$15.5K | 0.24% | 86 |
|
|
2016
Q3 | $2.14M | Sell |
31,771
-1,193
| -4% | -$80.2K | 0.24% | 86 |
|
|
2016
Q2 | $2.26M | Sell |
32,964
-463
| -1% | -$31.7K | 0.26% | 82 |
|
|
2016
Q1 | $2.03M | Sell |
33,427
-1,281
| -4% | -$77.9K | 0.25% | 83 |
|
|
2015
Q4 | $1.93M | Buy |
34,708
+3,034
| +10% | +$168K | 0.24% | 85 |
|
|
2015
Q3 | $1.65M | Buy |
31,674
+3,288
| +12% | +$172K | 0.22% | 90 |
|
|
2015
Q2 | $1.61M | Buy |
28,386
+36
| +0.1% | +$2.04K | 0.2% | 98 |
|
|
2015
Q1 | $1.59M | Sell |
28,350
-470
| -2% | -$26.4K | 0.19% | 102 |
|
|
2014
Q4 | $1.65M | Sell |
28,820
-225
| -0.8% | -$12.9K | 0.21% | 97 |
|
|
2014
Q3 | $1.52M | Sell |
29,045
-134
| -0.5% | -$7.02K | 0.2% | 99 |
|
|
2014
Q2 | $1.51M | Sell |
29,179
-662
| -2% | -$34.3K | 0.19% | 98 |
|
|
2014
Q1 | $1.47M | Sell |
29,841
-125
| -0.4% | -$6.16K | 0.19% | 97 |
|
|
2013
Q4 | $1.45M | Sell |
29,966
-810
| -3% | -$39.2K | 0.19% | 97 |
|
|
2013
Q3 | $1.34M | Sell |
30,776
-1,557
| -5% | -$67.8K | 0.19% | 100 |
|
|
2013
Q2 | $1.29M | Buy |
+32,333
| New | +$1.29M | 0.19% | 100 |
|