Bar Harbor Wealth 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 | $931K | Sell |
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|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $833K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $887K | Sell |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $955K | Sell |
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|
2022
Q3 | $869K | Sell |
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|
2022
Q2 | $951K | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.46M | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $2.23M | Sell |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $1.97M | Buy |
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|
2019
Q1 | $1.85M | Sell |
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|
2018
Q4 | $1.86M | Sell |
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|
2018
Q3 | $1.95M | Buy |
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|
2018
Q2 | $1.89M | Sell |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $1.89M | Sell |
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|
2017
Q3 | $2.03M | Sell |
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|
2017
Q2 | $1.98M | Sell |
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|
2017
Q1 | $2.15M | Sell |
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|
2016
Q4 | $2.13M | Sell |
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|
2016
Q3 | $2.14M | Sell |
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|
2016
Q2 | $2.26M | Sell |
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|
2016
Q1 | $2.03M | Sell |
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|
2015
Q4 | $1.93M | Buy |
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|
2015
Q3 | $1.65M | Buy |
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|
2015
Q2 | $1.61M | Buy |
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|
2015
Q1 | $1.59M | Sell |
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|
2014
Q4 | $1.65M | Sell |
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|
2014
Q3 | $1.52M | Sell |
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|
2014
Q2 | $1.51M | Sell |
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|
2014
Q1 | $1.47M | Sell |
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|
2013
Q4 | $1.45M | Sell |
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|
2013
Q3 | $1.34M | Sell |
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|
2013
Q2 | $1.29M | Buy |
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